Best Financial Solutions Provider in Kolhapur

Wealth Generation, Growth and Preservation

Have you planned for your financial goals in life such as

Buying a house
Foreign trips
Marriages
Retirement etc.

The first step is to understand your financial goals and actually write them down. E.g. how much money you need to retire comfortable. If these goals are not written then we tend to lose track of the goals.

Then we should device a plan to achieve these goals. We need to have a mix of investment strategies to achieve these goals. No one investment is best or worst. Each investment vehicle has its own purpose, advantages and shortcomings. We will help you have a strategy with a mix of investment

The Next step is

Wealth Management.

Some companies offer stock broking under wealth management. Some offer investment options. But Wealth management is understanding your financials objectives and then utilize strategies to generate, grow and preserve your wealth to achieve these objectives.

Wealth Management is your financial plan to achieve these goals.

Some of the financial services we use to achieve your financial goals include

Retirement Solution,
Child Education & Marriage Planning
Insurance/ Risk Management Solutions
Tax Planning
Investment Advisory
Corporate Investment,
PMS Portfolio Management
NRI Investment Solutions

We Provide Financial Solutions to Meet Following Needs

Healthy Retirement

We all are living long and we need to provision for a healthy long life.

Health insurance taken early can help in providing for costs

when you really need healthcare in your retirement years.

Higher Education of Children

Cost of Education is increasing each year.

As your child grows up parents need to provision

for his/her education. Have you planned for this?

Marriage of Children

Marriage of a child is a important Milestone

in ours and their life. If we invest properly we can make sure

there is enough money available at the time of marriage.

Sudden Financial Emergencies

We all have sudden financial emergencies in life where we need to be able to raise funds imediately.It could be for a very short term or long term need. Various types of secured and unsecured Loans work well. We can help raise loans with a fast turnaround (within a couple of hours).

Need for Higher Returns (High ROI Investments)

Sometimes we need investments where your funds could give a higher ROI than the normal 12%-15%. We can recommend such investment options to our clients. These will be highly researched shares and real estate investments in high growth areas.

Protection in Case of Eventuality

While we are busy growing our funds and assets, we also need to look at protecting our investments and assests. We can provide appropriate insurances to cover life of the earner, protect your health and income in case you are not able to work.
In effect we provide solutions to take care of all your financial needs.

Our Financial Products Include

Health Insurance

Health insurance provides reimburesement for our healthcare costs.Taking out health insurance is something one should do at a young age.

Life Insurance

Some commitments like childrens education, marriage etc need to be provided for even if unfortuantely something happens to you. In such an unfortunate event (death), life insurance can make sure that your family and dependants are financially cared for.

General Insurance

Insurance contracts that do not come under the ambit of life insurance are called general insurance. Examples are car, two wheeler, fire, marine, theft, accident etc.

Mutual Fund Investments

A mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.

S.I.P / S.W.P. & Tax Saving Solutions

Explore tax-saving solutions with Systematic Investment Plans (SIP), Systematic Withdrawal Plans (SWP), and other investment strategies for financial growth and tax benefits.

Loans

The Fiserv loan servicing solution supports all retail loan products mortgages, home equity loans and lines of credit, personal loans and lines of credit, and installment loans on a single platform.

Contact

Send us your enquiry or call us. You can also click the whatsapp icon and send us a message.

Nishant' Mohite Park,
Takalkar Colony,
Kolhapur, Maharashtra - 416012

H.No. 2985, A Ward Babujamal Road,
Near Shri Mahalaxmi Temple,
Shivaji Peth

Shop No. 219, First Floor, Keviz Plaza,
Venus Corner, Station Road, Shahupuri,
416001

info@gayatri-group.in

+91 777 699 3179