Investment Advice

A Perfect Financial Plan Can Help You Create
A Perfect Path To Reach Your Financial Goals.

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There Are No Short Cuts On The Road To Prosperity.

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Let’s take one step at a time to grow financially Slowly yet steadily and safely.

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We Will Walk Together & Work Together To Help You Reach Your Financial Goals Safely & Surely.

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Let’s create the right road map to reach your wealth creation goals without any confusion or delay.

Steps For Investment Planning

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Getting To Know You.

As investment is an extremely personal subject, we start the investment planning process by getting to know you, your needs, your goals, your existing assets and liabilities along with all other minute details that play an important factor in investment planning.
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Analysing And Identifying The Right Investment Avenues

As performing an in-depth analysis of all the possible investment avenues involves several technicalities, we ensure that we combine our experience, expertise and exclusively developed AI-driven Robo Advisor to identify the ones that have the potential to achieve your financial goals. Going beyond just investment planning our analysis also gives you effective retirement planning and tax planning recommendations that give you a 360 degrees financial solution and complete peace of mind.
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Recommending The Right Plan Of Action

As the action is the final step of every plan, we not only recommend the right investment avenues that will enable you to achieve your goals, but also assist you in investing in them. Moreover, we also go the extra mile and take care of the performance management activities like portfolio analysis and balancing in order to ensure that the plan succeeds and you achieve your financial goals.

How Fintoo’s Customised Investment Planning Helps You In Long-Term Wealth Creation To Achieve Financial Security, Stability And Freedom.

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long to you need to go to achieve your goal.

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

Retirement Requirements

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Retirement Corpus

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long to you need to go to achieve your goal.

Projected Post Retirement Cashflow

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

How Fintoo’s Customised Investment Planning Helps You In Long-Term Wealth Creation To Achieve Financial Security, Stability And Freedom.

Security

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We Promise You Complete Secrecy And Security - Whether it is about your information or your investment we believe in protecting both using only the best of technology and expertise.

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Vulnerability Assessment and Penetration Testing - While being confident about our security measures, we also believe in testing them for on-ground reality.

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Cloud Infrastructure – When it’s about the security of your vital information, we believe that ‘the more the better.’ So, in addition to our privacy protection, we use AWS Cloud infrastructure to host all our operations in order to further enshield your information from any incident of information leak or loss.

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Data Security – Believing in ‘prevention is better than cure’, we have developed an exclusive role-based access control system that uses OTP i.e One Time Password and Captcha Code to prevent any unauthorised individual from accessing the information.

Wish to know more about our security measures? Take a look at our Privacy Policy or +919699800600 or online@fintoo.in

FAQ

How can I save Income Tax?

The income tax department has given several ways to claim exemptions and deductions under several sections like 80C, 80G, 80D etc. To know more about tax savings in detail, please refer to our blog https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Do I need to change my existing tax planning strategy?

Whether to change your existing tax planning strategy or not can only be decided after analysing your current strategy and exploring its potential to achieve your tax-saving goals. Along with our experts, you can also Re-Evaluate Your Tax Planning Strategy using the following details https://www.fintoo.in/blog/re-evaluate-your-tax-planning-strategies/

Should the youngsters prefer assisted advisory or Robo Advisory for tax planning?

It is recommended that young investors can use the Robo Advisory tool for tax planning because of the following reasons; https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

How much can Section 80C help me in tax planning?

Section 80C is one of the most common tax-saving tools and here’s everything you need to know about tax saving under section 80C https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Does tax planning mean tax avoidance or tax evasion?

No, tax planning, tax avoidance and tax evasion are completely different and here are the details https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/