⏳What advices are covered in Model Portfolios?
Model Portfolios
At iNVESTT, we aim to make your investment journey easy and efficient. Our model portfolios use advanced technology to provide perfect SIP advice. No matter how much you want to invest, our system will recommend the best funds and allocations to help your money grow. This automated process takes the guesswork out of investing, giving you clear and simple advice.
Comprehensive Investment Advice
Our model portfolios also offer a wide range of investment and financial planning services at no extra cost. Here’s what we provide:
NPS Advice: Get advice on what funds to choose for retirement with the National Pension System (NPS).
ULIPs and Moneyback Policies: If someone is suggesting you purchase Unit Linked Insurance Plans (ULIPs) or Moneyback policies and you're unsure if they are right for you, reach out to us for guidance.
Bank Fixed Deposits: Find the best fixed deposit options for your savings.
PPF: Understand the benefits of investing in the Public Provident Fund (PPF) and how much to allocate.
Sukanya Samriddhi Yojana: Secure your daughter's future with advice on this government savings scheme.
Gold Bonds: Find if SGB or gold funds or Silver ETF are right for you.
Corporate and Startup Bonds: Get advice on investing in bonds from companies or startups. Understand bond credit rating and avoid any unecessary risks.
Home Loan Advice: Receive guidance on buying or refinancing a home.
Additional Premium Services
For more personalized financial planning, we offer premium services at an extra cost. These include:
Lump Sum Investments: Advice for investing large sums of money.
Portfolio Review: A detailed review of your current investments.
Term Insurance and Health Insurance: Recommendations and prcoessing term and health insurance.
Comprehensive Financial Planning: Complete financial planning, covering everything from budgeting to goal planning and tracking.
Why Choose iNVESTT?
We recommend Consistent mutual fund performers with our inhouse research. Using advanced technology and expert insights, we help you manage your investments and reach your financial goals. Whether you're new to investing or experienced, our platform offers the tools and guidance you need.
Investing doesn't have to be complicated. Let iNVESTT be your trusted partner in achieving financial success. Start today and take the first step towards a secure financial future.
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