We take the time to get to know our clients so that we can effectively create a suitable financial plan with a Goal-based approach
Financial Goals
Financial goals are simple targets, usually which indicates future financial needs.
Risk Tolerance
Degree of variability in investment returns that an individual is willing to withstand depends on Risk Tolerance
Asset Allocation
It is the ultimate plan that balances risk & reward according to an individual's financial goals & risk tolerance
Create something beautiful with us
Wealth Creation Tax Benefits Protection
Analyse your Risk Tolerance and help you choose products tailored according to your financial needs!
We Provide Investments Solutions for:
- Retirement Planning - You would retire, but your expenses won't.
- Child Education - For a better tomorrow.
- Insurance Planning - Accidents are not planned, expenses can be.
- Debt Planning - To achieve financial freedom.
- Wealth Management - Securing Future.
Protect your loved ones.And your peace of mind.
We help you analyse and get the best insurance plans
Why Insurance Planning ?
Income Replacement
In case of loss of earning member. Example: Life Insurance
Income Protection
In case of mishappening, your income is secured since you are already insured. Example: Health Insurance, Personal Accident insurance, Car insurance, Home insurance etc.
Why us?
We are a one-stop solution for your financial needs, from analysing your risk tolerance through our risk profiling partner to making a Financial Plan for you. We provide investment solutions ranging from best mutual fund investment, PMS (Portfolio Management Service), and international investment plans to need-based Insurance planning
Get in touch
Stop Procrastinating, Invest now with us
CONTACT
We will contact you within 72hrs.
EMAIL
future@bluewhaleinvestments.in