Our Financial Services

  • INVESTMENT AND FINANCIAL PLANNING
  • WEALTH MANAGEMENT
  • PORTFOLIO ADVISORY SERVICE
  • INSURANCE
  • STOCKS AND COMMODITY
  • PERSONAL & HOME LOANS
  • In today’s dynamic environment life has become full of uncertainty. Everyone dreams a stable financial future for itself and family. We bring you one step closer towards taking control of your financial planning and Investment. Our advisors help you in analyze your needs, understand your financial goals, setting up priorities of life and create a personalized financial plan and they track your progress over the time.

    Our team of advisors advice you in doing the investment in the right financial market, at the right time. We give consideration to the number of factors during investment planning like age, responsibilities, investment objectives and tolerance for risk and we help you in striking a balance between risk and returns and we help you in arriving at the optimal mix of risk and returns that is alignment with your goals and your needs.

    Investment and Planning comprises of the following offerings:

    ·         Child Education Planning

    ·         Retirement Planning

    ·         Property Investment Planning

    ·         Charity Planning

    ·         House planning 

    ·         Marriage Planning

    Wealth Management

    our team of expert advisors suggest comprehensive Wealth Management Solutions to the customers, enabling them to achieve their financial goals.

    Each client has different needs; to cater needs of every client we offers an exclusive range of value added services.

    • Independent, Unbiased advice through a dedicated Wealth Manager
    • Market information sharing through quality in-house research reports, made available at regular intervals
    • Periodic portfolio review and construction of a balanced portfolio comprising of all asset classes. Regular update on portfolio valuation
    • Pro-active advice on market events and triggers
    • Asset Allocation
    • Immediate alerts on new products offerings
    • Need-based interactions with Fund Managers and other financial experts like Tax Experts, Estate Planners, etc.
    • Regular events like seminars, conferences and talks by fund managers/ Industry market experts
    • NRI Services

    Portfolio Advisory Services

    Our portfolio advisor service is based upon the fee based structure which is designed to help you to capture market returns and to achieve long term investment objectives. Our team of experts use a highly diversified and law cost methodology which is customised according to client’s investment, Asset allocation, Client’s risk tolerance.

    We keep an eye on our clients’ current investments we provide timely and customised recommendation to our clients for rebalancing the portfolio and new investments. We also provide investment advisory services when our clients require direct equity investments by catering them services like

    ·         Building the portfolio strategy

    ·         Reviewing equity portfolio at timely interval

     

    ·          Stock advisory services

    Insurance

    Insurance Planning is one of the most important pillars of Financial Planning. This is because Life Insurance is the only tool which can fulfill financial commitments in case of untimely death of the bread earner of the family. Thus having an appropriate life cover is important.

    We provide services for both Life Insurance and General Insurance; we give advisory services to customer for all company insurance products based on customer's requirement.

    Stocks

    We offer customized investment advisory and financial planning services to individual investors, corporate, institutional investors, Non-Resident Indians (NRIs) and High Net worth Clients.

    Commodity
    Commodity market is one of a few investment areas where an individual with limited capital can make extraordinary profits in a relatively short period. At Inspire India Financial Solutions Pvt Ltd, we train people for investing in commodity market and help our customers to develope a profitable portfolio in commodity market.

    We have tie ups with all leading bank like HDFC, ICICI, AXIS and Bajaj Fin Serv and have online portal to help customer and agents to optimize the process digitally online


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