WE ARE YOUR
FINANCIAL CONSULTANTS!
If you’ve never worked with a financial consultant before, you might be thinking what all the buzz is about.
"Why pay someone to help manage your money when you can just do it yourself?"
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The main purpose of a financial consultant is to help you design a high performing. personalized wealth-building strategy. The key word here is personalized. With an exclusive approach, we can help you:
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Design your Goals
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Build a Flexible Roadmap for it
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Keep you Informed about the latest investment options
AT INVESTOSCOPE, WE HELP IDENTIFY WHERE YOU ARE NOW FINANCIALLY AND WHERE YOU WOULD LIKE TO BE
WHY CHOOSE INVESTOSCOPE?
We Invest
Early
Fearless but Educated Investments
More Than
7+ Years Experience
creating
fixed
income
Track all your investments under one roof
Exclusive Focus On You
Meeting us is just a click away!
WHAT WE DO?
At Investoscope, our “scope” is not limited to just portfolio creation, goal planning and risk management but we also professionally assist with physical aspects of financial planning like mutual funds, life and health insurances, bonds, ncds and corporate FDs.
OUR SERVICES
Investment Planning
Whether you're wanting to save for something small or larger purchase, we can help you with a choice of investments to meet those needs.
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Sensible investment planning revolves around understanding what your investment aims are. We can look at an appropriate strategy that's tailored to your needs, matching you up with investments that will suit both your attitude to risk and tax position.
Tax Planning
In India, there are a number of tax saving options which allows for a wide range of exemptions and deductions that help in limiting the overall tax liability. The deductions are available from Sections 80C through to 80U and can be claimed by eligible taxpayers.
We help you understand the tax liabilities and deductions you are eligible for and guide you with investments in-line with that.
Family Protection
We at Investoscope strongly believe that if you haven't planned for the worst of circumstances then you may not have planned at all.
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We give Family protection the utmost priority when we map your investment plan because your investments are most likely to drain out in case you are not ready for an unexpected scenario.
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Life Insurance and Health Insurance plays the most important part.
Retirement Planning
Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important. Many of the choices you make at this time will affect your lifestyle so you need to make sure they're right.
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We can guide you through key life decisions and consult you on tax-efficiency, making certain that you're saving enough into your pension enabling you to enjoy the retirement you deserve. Options are varied and can be tailored to your circumstances.
OUR PRODUCTS
Mutual Funds
Mutual fund investment may seem complicated for the first time investors as it can be confusing at times.
With a plethora of mutual fund schemes in each category, you need to analyse and compare them to pick the right one.
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We at Investoscope create a Portfolio to diversify your investment to generate maximum profit.
Insurance
Life in unpredictable! One cannot guarantee about the future of their lives but what can be guaranteed is the expenses of medical emergencies and security for your loved ones future.
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Health and Life insurance are a must to have in today if one wants to safeguard their savings better.
Bonds Investment
Bonds and stocks are both securities, but the major difference between the two is that stockholders have an equity stake in the company, whereas bondholders have a creditor stake in the company.
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Another difference is that bonds usually have a defined term, or maturity, after which the bond is redeemed, whereas stocks may be outstanding indefinitely.
Corporate FDs
Company Fixed Deposit (corporate FD) is a term deposit which is held over fixed period at fixed rates of interest. Company Fixed Deposits are offered by Financial and Non-Banking financial companies (NBFCs). The maturities of various company fixed deposits can range from a few months to a few years.
Choose from multiple company fixed deposits options varying in tenures, interest rates and institutions to suit your investment needs.
