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SERVICES AT BALAJI INVESTMENT
A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is invested by the fund manager in different types of securities depending upon the objective of the scheme. These could range from shares to debentures to money market instruments.
Deposit(s) in Companies that earn a “fixed rate of return” over a period of time are called Company Fixed Deposits. Financial Institutions and Non-Banking Finance Companies (NBFCs) accept such deposits.
Life insurance is a financial resource for your family and loved ones in case of your death. It is a cover which allows your family to maintain a standard to living as they are currently, and meet their financial obligations. It also serves as an effective investment and tax saving tool.
The key feature of mediclaim is cover for hospitalization and treatment towards accident and pre-specified illnesses for a specific sum assured limit. The mediclaim premium is based on the sum assured.
Balaji Investments offers personalized financial planning solutions besides extending services across a wide range of investment & financial product distribution. Our simple and transparent business model allows us to work on your side and put your financial success as the first and only priority.
There is more to tax planning than the exemptions available on savings made by you. With our advice, you will pay the right amount of tax and know how to tax proof your income and gains.
Why Balaji Investment
» Goal based Advisory
» Online Investment
» Incredibly diverse range of financial products and personalized services.
» Strong team of qualified and experienced professionals including CA’s, MBA
» Periodic Portfolio Review
» Tax management and Consultancy
» Online Portfolio access
» Many years of experience in helping people protect and grow their wealth
Our main aim is to provide advisory solutions keeping in mind client’s short and long-term goals by using various tools of asset allocation and financial planning and we take a reasonable amount of care whilst doing this.