Tips for Financial Planning - WiselyInvest

1

• Your Financial Planner

www.wiselyinvest.com
91 93747 26576 
2
About Us

• Certified Financial Planner and Advisor in Surat,
  India
• Cater to financial planning needs of customers
  from various walks of life
• Provide Investors need based solutions to
  accomplish their goals
• Superior Financial Services of pre-investment and
  post-investment

www.wiselyinvest.com
91 93747 26576 
3
Our Services

• Systematic Investment Plan

• Tax Planning

• Bond Investment

• Portfolio Management

• Mutual Funds Automated Re-balancing System

www.wiselyinvest.com
91 93747 26576 
4
Systematic Investment Plan (SIP)

• It is an investment vehicle offered by 
• mutual funds to investors, allowing them to
• invest small amounts periodically instead of
• lump sums.
• The frequency of investment is
• usually weekly, monthly or quarterly.

www.wiselyinvest.com
91 93747 26576 
5

• Planning your taxes is an integral part
• of your financial planning.

1. Systematic Investment Plan

• Sec 80C of the Income Tax Act allows you
• to claim deductions from your taxable
• income by investing in certain investments.

www.wiselyinvest.com
91 93747 26576 
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Bonds Investment

• in which an investor loans money to
• A bond is a fixed income investment 
• an entity (typically corporate or
• governmental) which borrows the
• funds for a defined period of time at
• a variable or fixed interest rate....
• Owners of bonds are debtholders,
• or creditors, of the issuer.

www.wiselyinvest.com
91 93747 26576 
7
Portfolio Management

• Portfolio Management Services account
• is an investment portfolio in Stocks,
• Debt and fixed income products managed
• by a professional money manager, that can
• potentially be tailored to meet specific
• investment objectives. 
•  

www.wiselyinvest.com
91 93747 26576 
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Mutual Funds Automated Re-balancing System

• MARS manages asset allocation of your
• Portfolio in line with the market movement
• based on solid NJ research
• It helps in capturing the upside in the market
• while protecting the downside. Also, your
• money is invested in consistently performing
• schemes, shortlisted based on NJ research.

www.wiselyinvest.com
91 93747 26576 
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Why WiselyInvest

• WiselyInvest has a professional financial
  advisors who suggests
• and renders financial services to clients
  based on their financial
• situation. We also offer many financial
  services, such as investment
• management, income tax preparation and bonds
  investment.
• We lay high emphasis on educating the investors
  and
• providing them need based solutions to
  accomplish their goals.

www.wiselyinvest.com
91 93747 26576 
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sepunj_at_wiselyinvest.com
www.wiselyinvest.com
91 93747 26576