Custom-made financial planning solutions to help you get closer to your goals curated by qualified Certified Financial Planners®
SOLUFIN® offers tailored financial planning solutions curated by a team of qualified Certified Financial Planners®. This subsequently helps you match your goals with your risk profile & life stage.
SOLUFIN® is an AMFI Registered Mutual Fund Distributor – (ARN-109486)
Financial Planning for Goal Setting and Roadmap
- Define your Financial Goals: By setting clear and specific financial goals, you give your savings a purpose. Be it early retirement planning, children’s education planning, or financial planning for buying a home. Having well-defined goals ensures that you stay focused and motivated.
- Curate a Tailored Portfolio: Once your goals are understood, a qualified Certified Financial Planner® can create an optimized investment portfolio. Diversify your investments across asset classes (mutual funds, bonds, etc.) to optimize returns while managing risk.
- Regular Reviews and Adjustments: Regularly review your progress and adjust your portfolio as needed. Following this ongoing process, ensures that your financial plans remain aligned with your changing life circumstances and market conditions.
- Common Financial Goals: Retirement planning, contingency planning, education planning for kids, business transition planning for salaried individuals, holiday planning, property purchase planning, etc
Wealth Management and Investment Solutions
- Tailored Financial Planning Solutions: Our decade-plus experience-driven wealth management strategies ensure that we select the perfect investment options for your unique requirements.
- Risk-Adjusted Investment Approach: Through time-tested risk profiling exercises, we understand your expectations and subsequently provide an optimum balance of best investment alternatives.
- Wealth Preservation and Growth: Our objective is to preserve and grow your hard-earned money using products like fixed deposits, bonds, mutual funds, and more.
Mutual Fund Solutions and Portfolio Construction
- Portfolio Creation or Optimization: Our expert team of qualified Certified Financial Planners® shortlists mutual fund schemes from over 2,000 options to suit your unique requirements.
- Comprehensive Investment Planning: We guide you on the best investment plans such as whether to do an SIP or lumpsum, manage risk, optimize tax, etc.
- 24×7 Portfolio Tracking: Access our secure login facilities in order to view your personalized portfolio anytime.
Insurance Analysis and Tax Consultation
- Financial Security: Protect your finances, family, and property in the event of risks. In the event of the loss of the breadwinner, rise in health costs, property damage, etc.
- Tailored Insurance Solutions: Our team of qualified Certified Financial Planners® curates custom plans in order to help you select the best insurance products, ensuring comprehensive coverage without straining your budget.
- Risk Management: We assist not only in protecting you but also your dependents from life uncertainties, health issues, accidents, and liabilities.
- Holistic Coverage: Choose from a range of insurance options including term life, health, household, pet, and professional liability coverage.
- Effective Tax Planning: Safeguard your wealth against inefficient taxation with customized tax strategies.
- Tax Efficiency: Our experts optimize tax concessions and enhance investment returns through strategic tax planning.
Financial Planning for Retirement
- Sustain your lifestyle post-retirement: Start the conversation to ensure a financially independent and comfortable retired life for you and your loved ones.
- Strategic long-term financial planning: We carefully handle your money, protect your wealth from unforeseen losses, and beat inflation.
- Tailored Solutions: With a wide range of products and strategies, we have solutions to suit your aspirations and needs.
Financial Solutions for NRIs
- India’s Growth Potential: Participate in India’s growth story by investing in tax-efficient, non-resident-friendly products.
- Financial Solutions Customized for NRIs: Tailored to meet the unique needs of overseas clients, including wealth creation, risk management, and family requirements.
- Diverse Investment Options: Explore shares, mutual funds, ETFs, and local investments in overseas markets.
- Comprehensive Coverage: Access insurance products, banking services, and tax optimization strategies.
- Currency Management: Navigate currency devaluation effectively with our expert guidance.
