Get Financial Success - The Right Way!
There is a myth that only the rich consults a Financial Advisors.
But the truth is, a Financial Advisor like Us is capable of consulting you in taking right steps towards achieving financial success as soon as you start your Financial journey.
Our 4 decade of Industry expertise has taught us that there is nothing more required to achieve financial freedom other than managing spending, savings, insurance and investments in a right way.
Most of us can relate to this when we say that you started your financial journey with just few thousands of monthly income with zero to some liabilities (outstanding loans) and zero to few responsibilities (family dependents) and a decade later yet havent achieved the financial freedom.
If yes, you can reflect back on what possibly went wrong and it may be one of these –
1. Spending was high.
2. Didn’t make enough money for savings.
3. Thinking you do not need an insurance right now.
4. Investing was like gambling and you didn’t want to risk losing your money.
Although, after years of financial struggle you may have already realized what went wrong and might already be working on it. Wouldn’t it be better to consult a Financial Advisor?
'Financial freedom means that you have enough money to pay the living expenses for the rest of your life without having to be employed or dependent on others. This is the ultimate financial success one can aim for.'
EquitySeeds Consultants as a Financial Advisor studies all the facts about your financial status before advising you on:
1. How to manage the current financial health if you are already in a financial crises?
2. How should you manage your finances to prevent/reduce the impact of financial crises?
3. How to plan on wealth creation or other financial goals?
Here is what we do:
1. Managing Spending:
2. Encourage Savings:
– Guiding you in creating a budget for monthly/yearly savings.
– Advising on how to save for Emergency funds.
– Suggesting you options for parking of funds in short to medium term instruments that have low risk and high liquidity.
– Getting you ready with your Estate planning.
– Helping you park valuable items in safety lockers.
3. Getting you covered with adequate Insurance:
– Advising you on Insurance schemes that best suits your lifestyle, pocket and family status.
– Assisting in Insurance claim process.
4. Motivating to Invest:
– We create your risk profile before suggesting any investment.
– Our investment suggestions in different product mix is designed with extreme caution so that your risk is managed effectively while the money invested grows over the time.
– Reviewing the product mix at regular intervals to advice you of any changes that is required.
