HOW IT WORKS?
Here are the 3 working steps on success.
I, Mr. Rajesh Diago Gonsalves is an AMFI certified Mutual Fund Distributor. Currently we are handling more than 500 satisfied customers in and outside India. with 2000 MF folios. WE started our journey in this field since 2003, after nearly 15 years of financial advisor experience we started our journey as a partner with PRUDENT CORPORATE ADVISORY SRVICES since 2018. our work experience more then 20years.
Here are the 3 working steps on success.
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!