Financial planning services provide comprehensive financial advice to help clients achieve their financial goals. This can include creating a budget, setting financial goals, and developing a strategy to meet those goals.
Mutual Funds
A mutual fund is a type of investment vehicle that pools money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities. Mutual funds are managed by professional fund managers who make investment decisions on behalf of the fund’s investors. They make decisions such as which securities to buy and sell, when to buy and sell them, and how much to invest in each one.
Corporate FDs
Corporate FDs are considered to be a relatively safe investment, as they are typically issued by established companies with a good credit rating. The interest rate on corporate FDs is usually higher than that of bank FDs, but it also carries a higher risk as the company’s creditworthiness and financial stability is not as closely regulated as that of banks.
Equity Investment
Stock market trading refers to the buying and selling of stocks, which are shares of ownership in a publicly traded company. When an investor buys a stock, they own a small piece of the company and are entitled to a share of its profits and assets. Trading on a stock market is typically done through a stockbroker, who acts as an intermediary between buyers and sellers.
Bonds & Debentures
Debentures and bonds are types of debt securities that are issued by companies and governments to raise capital. They are similar in that they both represent a promise to repay a loan, with interest, at a later date. Both debentures and bonds have a fixed maturity date, at which point the principal amount of the loan is returned to the investor.
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Life
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