Satvik Financial Services Limited

Bharat Nagar, Nagpur, Maharashtra

We provide child future planning services. it's the dream of every parents to facilitate the best possible upbringing for their childchildren and assure the best of future for them. parents always want to give the best of everything to their children. To begin with, a good education - this comes at a price. Today, private schooling, college and an mba at a renowned indian business school could run into lakhs. And an mba overseas, medical, engineering or any other professional study could be almost double the cost. then follows another equally huge expense, wedding! you may want to spend on gold, jewellery, gifts and clothes for the bride, the groom, the immediate and extended family as well as the to-be in-laws. A lavish indian wedding also means more than one day of celebrations before the grand reception. And all of it adds up - to a big, fat bill. Financially literate or well informed parents are better positioned to realise their dreams for children’s and significantly improve the quality of their life. Even while planning for children's financial needs it is important to start investing early. plan for your most valuable ‘asset’, your children. "you must always start with the end in mind." providing for your kid financially is very much an integral and emotional part of parent-child relationship. The most imperative step in planning for your child’s future is realising that you need to put together a comprehensive plan before it’s too late. with myfinplanner now, it’s never too late. Fill the details given inside and secure your child’s future. do it today for their future happiness…

We provide stock advisory services. over 200 years world history and several studies have proved, time and again, equity as an asset class plays major role in creation of wealth. It tends to outperform other asset classes. equity markets are highly volatile and turbulent in nature and hence choosing a right stock at time right time is becoming extremely complex for investors. Investors find it difficult to stand up to the market unpredictable gyrations. the need and importance of quality advice cannot be overstated. Creation of an ideal equity portfolio in today's scenario needs research driven advice backed by experienced investment experts. at myfinplanner, we understand the extraordinary opportunities prevailing in the market and apply our wealth of expertise to help you create your ideal equity portfolio. Our panel of experts works on your overall financial picture (as described by you in the form) thereby understanding your investment profile and objective and then chalk out solutions that best suits you. Our experts will focus on strategic asset allocation and capital appreciation; through identification of undervalued companies with superior earnings prospects. it is our focus and conviction that a company's fundamentals drive its earnings and those earnings, both short and long-term, ultimately drive the stockã¢ï¿½ï¿½s price performance. Therefore, we seek to capture both short-term earnings growth, as well as long-term earnings advantage through rigorous fundamental and technical analysis using our panel's expertise and experience. myfinplanner offers: stock advisory new: it offers excellent opportunity to new entrants in stock markets to build an ideal equity portfolio. The advice will be given by certified & experienced experts of the industry. portfolio restructuring: the service is intended to benefit those investors whose portfolio'ss are not performing in line with the markets or portfolio's which has underperformed benchmark sensex or nifty or which is not well diversified. Our investment experts will advise you on your portfolio and will suggest changes wherever required with the thrust on maximising your portfolio returns. Implementing the changes will be the responsibility of the investor. intraday calls: the service is intended for trader community who is actively involved in day trading. Once availed the service, investor will be entitled for minimum two intraday calls every day as per the package. Investor will receive the recommendations through the communication medium selected by him. delivery calls: this service will cater to both short term and long term investors and will provide investors value investment ideas that will maximise returns in their equity portfolios. Our panel of experienced investment experts is committed to recommend you fundamentally sound companies. Depending on the package selected, investor will be entitled for minimum 8 delivery based calls in a month. just select the service you want opt and fill the details given inside and construct or restructure your equity portfolio.

We provide retirement planning services. retirement is the ultimate reality that happens to every working person and it should be your best phase of life. Most young people today think of retirement as a distant reality. However, it is important to plan for your post-retirement life today if you really want to retain your financial independence and live a comfortable life. Retirement planning is as important as planning your career or marriage. The future depends largely on the choices you make today. there is a need for retirement planning because the financial situation in the country has changed in the last few years in such a manner that it will be difficult for one to maintain a decent standard of living with the current means, and in addition there are also several individual specific factors that will affect the process such as longer life span, no fixed returns, falling rates on fixed return options, inflation, abolition of joint family system, rising medical expenses and increased standard of living etc. The importance of retirement planning cannot be overstated. Retirement refers to the point in time where you have enough income and assets at your disposal that working becomes optional, and retirement is affordable. Reaching financial independence earlier than your stated goal will provide you with the freedom to choose when you would like to officially step into retirement. retirement planning begins with setting clearly defined life goals and putting together a financial plan to achieve those goals upon retirement. Every earning individual must begin to plan early in order to take advantage of compound interest and avoid financial risk. The greatest risk to a good retirement is the prospect of outliving your money. realizing a comfortable retirement is an incredibly extensive process that takes sensible planning and years of persistence. Everyone has plans on how they will live their lives to the fullest then. The only ways to maintain the life style you want and allow no wrinkles on your forehead during your non-earning phase or relaxing phase is to save & invest properly and start early. we’re dedicated to helping you bring your dreams more within reach. One dream most of us share is a comfortable, secure and meaningful retirement. There are something’s that are not in our hands while planning our retirement like inflation, tax and performance of financial markets. But there are many things that you can handle while planning like when to start saving, how much to start saving each year, how, when and where to invest and how to diversify the assets to ensure safe landing after retirement. at myfinplanner, we help you prepare for a dependable income, manage your long-term assets, plan for taxes and protect yourself against the unexpected so you can look forward to a more confident retirement. retire with independence. Plan for your brighter tomorrow, today, now.

We provide mutual fund advisory services. investing in mutual funds is the best way for retails investors before taking direct entry into equity markets. It should be the first step and it helps you to understand how equity markets functions and how fluctuations in equity markets affect returns. a mutual fund is a pool of money accumulated from thousands of investors. Investors receive a proportionate share in the form of shares or units. A mutual fund manager will then take the pool of money and decide what securities to buy and sell within the mutual fund on behalf of the individual investors. These decisions are made with the assistance of high quality investment research and are made by experienced investment professionals. given the number of funds of mutual funds available in the market it becomes difficult for a retail investor to identify the appropriate scheme that will match his needs. Mutual funds ensure diversification within and across asset classes, across securities, across geographies and also across fund managers. Diversification is an inevitable part of any investment strategy. The objective of diversification is best achieved in mutual funds. It is one of the best ways to achieve financial goals. at myfinplanner, our certified experts identify your investment objective and accordingly construct your mutual fund portfolio thereby ensuring proper diversification. myfinplanner offers: mutual fund lumpsum new: this service caters to new investors who are willing to invest in mutual funds and to those who want to infuse fresh investment. Our certified mutual funds expert analyse your overall investment profile and objective of investing in lumpsum and accordingly advise you to build your mutual fund portfolio. mutual fund lumpsum restructuring: the service is intended for investors whose mutual funds are not performing may be due to wrong advice, wrong time entry or over exposure to particular sectors. Portfolios that are underperforming benchmark index sensex and nifty. Myfinplanners with its dedicated team of experts works on the data provided by you and then advises you on the restructuring part with the thrust to maximise returns in your portfolio backed by thorough research. mutual funds sip new: the service is aimed at providing quality advice to new investors who wants to opt for systematic investment plans (sip) with disciplined approach to investing. It is one of the best options to maintain discipline in investments and take use of rupee cost averaging benefit. Our experts advise you to select schemes that are appropriate for you considering your age, risk taking ability, objective of investment and time horizon. This helps you to grow your money with disciplined approach. sip restructuring: the service is intended to benefit those investors whose portfolio of sip’s is underperforming benchmark index sensex & nifty for long time. Our panel of experts after analysing market conditions and trends advise you on restructuring of your portfolio that will maximise returns.

We provide tax planning services. tax planning is a vital part of your financial planning. Efficient tax planning enables you to reduce your tax liability to the minimum. This is done by legitimately taking advantage of all tax exemptions, deductions rebates and allowances while ensuring that your investments are in line with your long term goals. Tax planning is the duty of every responsible citizen of the country. Simply paying all the taxes as implicable on you is the one option and minimizing the taxes through proper tax planning is the other. Most people choose second option as it is a fundamental right of every citizen to avail all the tax incentives provided by the government. tax planning is a legal process and not tax avoidance. It is a proper planning of you income sources and investments. Putting your money in 80c investments doesn’t mean tax planning. 11th hour investments done for tax planning just for the sake of saving tax liability is not the correct way to do it. There are ample ways to help you reduce your tax burden with appropriate options that suits your needs and serve the purpose in right manner. You should plan for well in advance with the help of tax expert. at myfinplanner, depending upon your age, social liabilities, tax slabs and personal preferences our team of experts help you decide right mix of investments by comparing advantages of several tax saving schemes. The criteria of selection of investments are risk & return, liquidity, protection from inflation and tax exemption. myfinplanner is focussed on your tax planning and not tax saving.

We provide insurance advisory services. the first step in financial planning process is insurance. It is the best defensive measure for financial stability. It offers peace of mind. life is too unpredictable - it is a quality as well as a disadvantage. If you wish to make the most of life and secure the smile of your loved ones, you should look for insurance. The process of insurance has been evolved to safeguard the interests of people from uncertainty by providing certainty of payment at a given contingency. selection of insurance is no longer simpler. Analysing the objective of buying insurance and then selection of appropriate need based product that will serve the very basic purpose of buying it, needs expertã¢ï¿½ï¿½s advice. Selection of wrong product which does not suit your needs might defeat the very basic purpose. so provide your loved ones with safety and security with myfinplannerã¢ï¿½ï¿½s need based insurance advisory. With the plethora of options available in the market, we understand the value of unbiased advice and hence our team of insurance expertã¢ï¿½ï¿½s first analyse your objective and your overall investment profile considering all the aspects attached to it. We are committed to act in the best interests of the client and the advice we deliver is totally unbiased. myfinplanner offers: insurance advisory new: the service is intended for those investors who want to buy new life insurance plan suiting their needs. There are numerous companies and several products available in the market. Investors find it difficult to compare products and select the correct one. Our expertã¢ï¿½ï¿½s unbiased advice will help you select the right product that too with the freedom to buy it from anywhere. Investors go for products offering returns, ignoring the importance of basic necessity of life insurance, i.e. Securing life for their near & dear ones in their absence. insurance restructuring: a cluster of insurance policies with you but you may not be aware whether you really need the policy or they are lying with you. Apply for this service and accomplish your goals through policies which suits you. insurance is a product that needs to be understood thoroughly by reading and understanding all the details of the product, fulfilling the objective of buying it along with all the terms and conditions mentioned in the document. This most important part is largely ignored resulting in selection of wrong product. even in case of ulipã¢ï¿½ï¿½s awareness about the product and tracking its nav regularly is very important. switching within the schemes is also a effective option. But investors are not aware about such option as that havenã¢ï¿½ï¿½t been conveyed to the investor by the agent. This results in addition of policies in your file but without knowing the current value of it. at myfinplanner, our panel of expertã¢ï¿½ï¿½s work on all your existing insurance portfolio and advices you on what to continue and what exit thereby suggesting the ones that will solve your purpose of buying insurance meeting the objective.

We provide estate planning services. estate planning is increasingly gaining prominence. Everyone who owns anything has an estate. You have worked your whole life to accumulate the property that you own. This includes a home, cars, bank accounts, stocks, bonds, mutual funds, life insurance policies, retirement plans, business interests, furniture, and collections. A will and other estate plans can include provisions to minimize the expenses of settling an estate and perhaps save on taxes. Planning ahead is the best way to assure, protect and manage your estate in unfortunate circumstances. Estate planning refers to the process of building a bridge from one generation to the next one by passing on one�s assets. It is the process by which an individual or family arranges the transfer of assets in anticipation of death. Estate planning ensures that your wealth will go to those you want it to go to, so you can achieve your personal goals even after you are gone. Every estate is planned, either through an individual plans for the estate, or by default through rules established by the state and local governments. The purpose of estate planning is to ensure that you�and not others, such as the government or lawyers�choose who will inherit your wealth. A lifetime of assurance and hard-work goes into a successful accumulation of an estate. Over a period of time, the estate grows in size and worth. However, estate shrinkage due to lack of planning can defeat the original purpose. Thus, the importance of estate planning cannot be overstated. protection of assets: estate planning is the secure and most risk minimizing method to protect the intrinsic value of assets. It allows continuous growth and increase in profitability and liquidity. Helps achieve the ultimate objective of conservation and preservation. Avoids the problem of insufficient income provision for heirs. Provides for a well planned retirement plan. Allows the integration of life insurance and other assets. heirs taken care of: estate planning should be an integrated part of one's personal wealth-building strategy. Will ensure that the property is distributed according to the individual's wishes. Preserves the maximum amount of wealth for the benefit of the loved ones. Minimizes estate settlement costs. Avoids inadequate liquidity in the estate. estate planning is one of the premium service offered by my fin planner. We believe that estate planning is a process which can only be carried out by meeting in person. It is practically not possible for anyone to simply fill in the data and get the solution as there are many aspects attached to it. This process also requires consultation from many experts and hence can be done only by meeting and understanding all aspects and only after that estate planning can be done.

We provide financial planning services. there are a few financial goals that are very important for every individual like owning a new home, starting a business, education of children, or retirement planning but as we all know each thing comes with a price tag attached to it, that�s where financial planning comes in. with the ever rising inflation rates and changing lifestyle, everybody dreams of a satisfied life with no financial tensions bulging on them. And this requires financial planning, which nobody wants to or have time to spare. Meeting a financial advisor for planning and then regular monitoring & review also at times becomes difficult. Gauging this limitation and transforming it into an excellent opportunity gave birth to myfinplanner. the need and importance of financial planning (especially when inflation is a biggest cause of concern) cannot be overstated. Among others, two major factors are responsible for the same i.e. Inflation and changing lifestyles. Online financial planning solutions is the next in thing as e-commerce is playing very essential role in the online business thereby making life easier. It being one of the best & cheapest intermediate for availing products and services online helps making the things simpler. in today�s fast changing competitive world time is proving to be a scarce. We hardly find time even for our top priorities in life. At myfinplanner, we value your time. Thanks to the internet, there�s no need to sharpen a pencil and make back-of-the-envelope calculations when drafting a budget, planning for investments, or managing your credit. with myfinplanner you can do comprehensive financial planning at the tip of your fingers. We understand the extraordinary opportunities and challenges that define your life, and we apply our wealth of expertise to help you successfully manage these complex issues. Our expert will work on your overall financial picture (as described by you in the query form) to design a strategy that aligns with your values, addresses your evolving needs, and builds the legacy you want to establish for future generations. myfinplanner has a dedicated panel of professionals experts certified by financial planning standards board of india who works on your financial plan and pave the way towards your financial freedom. (refer about us). if you already have a good financial advisor then also myfinplanner with its reasonable fee structure will act as a second opinion on your existing financial plan with required changes if required. The plan will enable you identify your current financial picture and will guide you accordingly for a healthy financial future. with myfinplanner you can plan anything & everything related to investments and finance sitting at your home or office. Now it�s just a click away.