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Get Started With SLM Mobile App
Get ready for it ?
The reason why so many people find themselves in a mess,but SLM now provide a Mobile App
Our Services
The wealthiest retail clients of investment firms demanded a greater level of service
Financial Goals
With the expert advice like you are into taking advice in legal issue advocate advice in case of taxation advice CA ,we are hire to provide a financial planning predefine & timely renew.
A Goal Without a plan is just a wish
For saving and investment there should be a Strategy for
Financial Plan
We can help guide you on how to achieve your goals. Many are too busy to research all the options available. Let us make your life easier by inviting you to have a full financial planning review. We aim to provide you with bespoke financial solutions that suit your needs. Our goal is to meet your financial needs and aim to maximise your wealth.
Achieve your goals in 5 simple steps
Step 1
Establish the goal/relationship
The purpose of establishing the relationship to begin the financial journey with the clarification of a financial destination.
Step 2
Gather the Relevant Data
The financial planner asks about the client's financial situation. The planner gathers all necessary documents at this stage before giving advice.
Step 3
Analyze the Data
The financial planner analyzes client information to assess his or her current situation and determine what must be done to achieve the client's goals.
Step 4
Develop a plan
The financial planner offers financial planning recommendations that address the client's goals, The planner listens to client concerns and revises recommendations as appropriate.
Step 5
Implement the plan
The financial planner and client agree on how recommendations will be carried out. The planner may carry out the recommendations for the client or serve as a "coach, " coordinating the process with the client and other professionals such as attorneys or stockbrokers.
TAKE THE FIRST STEP - START INVESTING
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BAS ITNA HI CHAHIYE
FAMILY WITHOUT FINANCIAL GOALS INVESTMENT
FAMILY WITH FINANCIAL GOALS INVESTMENT
SIP, its like a good EMI
Just like you choose an EMI for today's big expenses, choose an sip to fulfil tomorrow's dreams.
As You Start Early As You Get Wealthy Early
Magic of Compounding
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”
An Early Bird gets a Bigger Pie
Advantages of Wealth Management
Wealth management is an important practice for every business and individual. Managing financial investment, income, tax and other sources of cash helps you monitor the money that you have. Some businesses are investing on wealth management services to help them oversee their financial activities and set an effective plan on how to manage cash flow. It is necessary to protect your wealth and know the current status of your finances. When you are aware of how your money is performing, it’s easier to make decisions involving cash.
Effective Benefits of Wealth Management
1). Comprehensive financial advice.
Wealth management offers a comprehensive analysis of your financial health. It will provide you details of the current status of your money. When you know where you stand, it is easier to get advice and make decisions for investments and financial plans.
2). Provides gap analysis.
The assessment between your goals and current financial status is necessary to help you identify and plan your actions carefully. When you conduct gap analysis, it lets you evaluate your resources and allows you to see the strength and weakness of your plan.
Time in Market Vs Timing
Also, often the risk of not being in the market is higher than the risk of being in it.
Fund Performance
SENSEX
MARKET WATCH
Comparison PPF vs S&P BSE Sensex
Equities have delivered far superior returns than PPF
Importance of Asset Allocation
Financial Video
Financial Video
WHY SLM ?
Honest and Transparent Advice
We keep our clients informed about financial plan
Planning your goals basis your personal profile
Understanding your risk appetite
Goal-based Asset allocation in Mutual funds
