Investment Advisory


*The price is exclusive of any amount payable to Government/Regulatory Authorities and GST.

Price 499

Services covered :
  • Advising on various types of investment options suitable for you

FAQ ()

Question : Who is an Investment Advisor?
Answer : An investment advisor is any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of clients' assets or by way of written publications.
Question : What is a stock ?
Answer : Stocks, also known as shares or equities, may be the most known and simple type of investment. When you buy stock, you’re buying an ownership stake in a publicly traded company. Many of the big companies in the country — think General Motors, Apple and Facebook — are publicly traded, meaning you can buy stock in them.
Question : What is a Bond ?
Answer : When you buy a bond, you’re essentially lending money to an entity. Here the company issuing bonds has obligation to pay interest as per the agreed terms. Generally, this is a business or a government entity. Companies issue corporate bonds, whereas local governments issue municipal bonds. The GOI Treasury issues Treasury bonds, notes and bills, all of which are debt instruments that investors buy.
Question : What is mutual fund ?
Answer : A mutual fund is a company that brings together money from many people and invests it in stocks, bonds or other assets. The combined holdings of stocks, bonds or other assets the fund owns are known as its portfolio. Each investor in the fund owns shares, which represent a part of these holdings.
Question : What are Exchange-Traded Funds ?
Answer : Exchange-traded funds (ETFs) are similar to mutual funds in that they are a collection of investments that tracks a market index. Unlike mutual funds, which are purchased through a fund company, shares of ETFs are bought and sold on the stock markets.
Question : What are Certificates of Deposit ?
Answer : A certificate of deposit (CD) is a very low-risk investment. You give a bank a certain amount of money for a predetermined amount of time. When that time period is over, you get your principal back, plus a predetermined amount of interest. The longer the loan period, the higher your interest rate.
Question : What is NSC ?
Answer : National Savings Certificate, is a fixed-income investment scheme backed by the government of India. The savings bond is suitable for small and medium-income investors to save tax while earning returns.
Question : What is PPF ?
Answer : Public Provident Fund scheme is one of the most popular long-term saving-cum-investment products, mainly due to its combination of safety, returns and tax savings. The PPF was first offered to the public in the year 1968 by the Finance Ministry's National Savings Institute.
Question : What is FD ?
Answer : A fixed deposit is an investment instrument that banks and non-banking financial companies (NBFC) offer their customers. Through FDs, people invest a certain sum of money for a fixed period at a predetermined rate of interest.