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Service Category: services

Education & Vacation Planning

Education & Vacation planning refers to the financial strategy of setting aside funds specifically designated for leisure activities, such as vacations or travel. It involves incorporating these expenses into one’s overall financial plan, budgeting for them accordingly, and possibly even investing money with the goal of generating returns to fund future vacations.

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NRI Corner

Non-Resident Indian (NRI): An Indian citizen who stays abroad for employment or carrying on a business or vocation outside India or for any other purpose indicating his intention to stay outside India for an indefinite period.

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Tax Planning

Tax planning in investments involve strategies aimed at minimizing tax liabilities and optimizing after-tax returns on investment income and gains. These strategies are designed to take advantage of tax laws, exemptions, deductions, and incentives to reduce the amount of taxes owed on investment activities.

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Corporate Investment

Corporate investments in mutual funds (MFs) are common as they offer a diversified investment option with professional management.

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Insurance

Insurance is a financial product that provides protection against the risk of financial loss. It works by transferring the risk of loss from an individual or entity to an insurance company in exchange for payment of a premium.

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Mutual Fund & SIP

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They are managed by professional fund managers who make investment decisions on behalf of the investors.

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Retirement Services

Retirement planning is the process of setting financial goals and developing strategies to ensure a comfortable and financially secure retirement. It involves estimating retirement expenses, determining sources of retirement income, and creating a savings and investment plan to achieve retirement objectives.

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Financial Services

Financial planning is the process of setting goals, evaluating your current financial situation, creating a plan to achieve those goals, and regularly reviewing and adjusting the plan as needed.

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