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Investment Planning
A smart investment has the potential to change our lives, providing us sufficient funds to live our dreams. Investment Planning is a good element of a growing business. Saving every day a single coin can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. We are providing best insurance plan, tax saving scheme, facility for companies’ business loan, plan of business management, tax management service and of course financial risk management service.
The path of your benefit scheme of investment will stop at ASK COMMERCIAL SOLUTIONS which will be the only one shop for you to plan, detail and execute your investment decisions.
Your Investment Plan would be:
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Customised according to your goals: attainability and savings/ investments required.
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Designed to meet your needs of liquidity.
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Expense protection/ better insurance plan.
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Use tax efficient investment avenues.
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Taking in to account effects of income and wealth tax.
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Monitored and rebalanced on regular basis to keep it fresh.
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By careful planning, one can reduce tax liability substantially.
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Try and achieve tax planning and also planning for your needs simultaneously.
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Maintaining and supporting the organization’s financial systems.
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Help in Net worth, Cash flow analysis and Debt management.
CHOOSE YOUR INSURANCE POLICY/FUNDS INVESTMENTS
Insurance Services you should expect from a Life Insurance Company/ Health Insurance Company/ Mutual Fund or Intermediary. Many insurance companies offer policyholders the option to customize their policies to accommodate their needs. Riders are the most common way policyholders may modify their plan.
Life Insurance:
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Life insurance provides financial support to surviving dependents or other beneficiaries after the death of an insured.
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Term life insurance coverage life for a specified term. Permanent life insurance is life insurance that covers the remaining lifetime of the insured. A permanent insurance policy accumulates a cash value up to its date of maturation.
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There are three major types of whole life or permanent life insurance—traditional whole life, universal life, and variable universal life, and there are variations within each type.
We support you to choose the best LIC policy as per your needs of liquidity.
Mutual Funds:
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Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund.
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Mutual funds are divided into several kinds of categories, representing the kinds of securities they have targeted for their portfolios and the type of returns they seek.
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They are:- Equity Funds, Fixed-Income Funds, Index Funds, Balanced Funds, Money Market Funds, Income Funds, International/Global Funds, Specialty Funds, Exchange Traded Funds (ETFs).
Health Insurance:
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Health Insurance/ Medical Insurance protect your family from sudden illness & accidents. A health insurance policy offers coverage for any future medical expenses of the customer. To avail Benefits of Family & Individual plans, Maternity & OPD covers with a flexible, affordable policy.
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Group Health Insurance:
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A Group Health Insurance is a type of health insurance plan that covers for a group of people who work under the same organization.
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The companies can provide group health insurance covers to their employees as they are not very expensive and can be purchased with ease by large and small-scale companies.
How can we help you:-
ASK Commercial Solutions help you to choose the best LIC policy, Health Policy/ Medical Insurance as well as Group Health Policy/ Group Medical Insurance, Mutual Funds as per your liquidity need and organization’s financial systems, Portfolio management, Tax Planning and the way to protect your family/ workers.
contact us to meet your Portfolio/ Investment management.
Required forms & documents, you can download here.
PORTFOLIO MANAGEMENT
Today, most of us have an investment portfolio comprising of a number of investments, be it stocks, gold, bonds, government schemes, etc., Portfolio Management is defined as the art and science of making decisions about the investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.
Portfolio management refers to managing an individual’s investments in the form of bonds, shares, cash, mutual funds etc. so that he earns the maximum profits within the stipulated time frame.
How Portfolio Management takes place practically?
The actual method of Portfolio Management is different from that we do it academically. The investors carry out a market survey in terms of the different schemes and their performances in the past, the fund managers involved their experiences and risk-reward ratio and accordingly select the fund in which they would chip in their money.
Who would opt for Portfolio management?
People who would be from a different work profile may not have the time to set and track their portfolio i.e. have limitation of time; and
People who would like to invest in different investment avenues like stocks, metals, other commodities but does not have the knowledge of doing it.
What to do by a Portfolio manager?
Managing an individual’s investments for earns the maximum profits within the stipulated time frame is the art of the expert guidance of portfolio managers. Portfolio Managers have experienced hands to make the detailed SWOT analysis (strengths, weaknesses, opportunities, and threats) of an investment avenue, which could be in the form of debt/equity, domestic/international, with the goal of maximizing return at a given appetite for risk.
Why ASK Commercial Solutions ?
We help you to make your Investment Planning in a better way, so that you can manage your fund easily and got the savings when you desired.
Hence you can call us for your Life Insurance, Health Insurance, Portfolio Managemant, Investment in Real estates etc.
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