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How do we add value
As you can see from this excel an entire financial plan for a family, this helps a person to invest with a definite goal and not just focus on returns on a regular basis or get anxious with regular volatility in the stock market. At Rakhecha Finserv, we believe in providing our clients with a comprehensive financial plan, not just focusing on returns. Our priority is to help you achieve your financial goals.
We start by understanding your income and setting aside one year's worth of income as emergency funds. We also ensure you have adequate health and term life insurance to support long-term financial goals.
Most people have more than five financial goals in their lifetime, such as buying a house or planning for retirement. We cater to each goal with care and precision. For instance, we are well-versed in tax laws and can advise you on tax exemptions for long-term investments, like a house purchase.
We understand our moral responsibility to keep your money safe because it is your hard-earned money. Our goal is to help you achieve your financial aspirations while ensuring your funds are secure.
When recommending equity funds, we rely on advanced research tools to analyse rolling returns and various financial ratios. We prioritise the fund manager's track record, as they are crucial in navigating different market conditions. We monitor changes in fund management to ensure consistency.
We send quarterly mutual fund statements to keep you informed about your investments. Additionally, we review each client's statements every quarter and suggest any necessary changes.
We have created a WhatsApp community to keep you updated on investment opportunities. As a wealth management firm, we work across various asset classes to ensure you get the best products from the market.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN 305993 | Date of initial registration – 20/08/2024 | Current validity of ARN – 19/08/2027