OUR SERVICES

Personalized Financial Plan : We offer free personalized financial plans to our clients to help meet there future goals. This service is useful to those who are just planning to invest towards there future responsibilities like children's education, children's marriage and retirement,etc. We not only help put numbers to their goals based on inflation, but also come up with a concrete investment plan.

Investment Health Checkup : We offer free investment health check-up. This service is useful to those who  already have investments in place and are looking for professional help to validate there plan. We not only validate your current investments, but also help identify your investment mistakes if any.  We also help strengthen your investment plan by prescribing the right portfolio to minimize risk and maximize returns.

Crorepati Plan : Have you ever wished to become a crorepati? We have a plan which will help you realize your dream of becoming one. Send us an email and we will tell you how this can be made possible.

WHY HAVE AN INVESTMENT HEALTH CHECK-UP? 

The financial planners come in different flavors. Some of them are very professional and efficient, while there are some who are salesmen purely trying to sell a product like an insurance policy. Though we do have a of lot of genuine financial advisors who wish to help their clients, some of them still do lack financial planning skills. I categorize the unprofessional financial advisors as follows:

1.       Some of them do not fully understand the products they are suggesting to their clients.

2.       Some of them do not understand asset allocation and the need for diversification.

3.       Some of them do not understand risk associated with a particular asset class, which results in their clients being exposed to higher risk.

4.       Some of them do not know how to come up with an investment plan tailor made to the needs of their clients.

5.       Finally we do have some who are more interested in their commission rather than in the interest of their clients.

The chance of someone investing in wrong products is quiet high because of the varying competency levels of their financial planners. The sad thing is many of them are unaware of the wrong investment decisions they make. It is essential for everyone to have a investment health check-up to weed out the non –performing investments and to maximize the returns on their investments. 

CONTACT US 

All our services are FREE. To avail any of our services, please do send us an email to info@costaverager.com