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Avoid these 3 mistakes while investing through SIPs Be realistic with your expectations from MF SIP. Do not lose track of your financial goals.
Wed, 20 Sep 2017 13:57:03 +0530


AUM @ Rs 20 lakh cr! Top 20 stocks under largecap Rank 1 funds where big boys are betting The amount of money which MFs are receiving is largely backed by retail investors as well as high net worth individuals (HNIs).
Fri, 08 Sep 2017 14:42:28 +0530


Should you mimic mutual fund managers’ stock picks? The better way, some think, is to be with the big boys – buy what big fund managers are buying. But is it a good idea?
Fri, 08 Sep 2017 11:06:30 +0530


Arbitrage fund or short term bond funds: Which one works for you? The tax treatment and the expected returns should you help you to decide on the right bet.
Mon, 04 Sep 2017 12:24:44 +0530


MFs tapping retail savings on slashed bank savings deposits rates: ICRA Last month, State Bank of India reduced it#39;s interest rates by 50 basis points to 3.5 per cent for savings deposits of less than Rs one crore. Subsequently, several other public and private sector banks cut their savings deposits rates by 50 basis points.
Wed, 30 Aug 2017 18:10:17 +0530


Fund managers conviction bets? Top 20 stocks where MFs has more than 2% exposure MFs were net buyers in two-thirds of the Nifty stocks last month. The highest net buying in July on a MoM basis was witnessed in HDFC, Hero MotoCorp, and Ambuja Cements.
Thu, 17 Aug 2017 12:46:26 +0530


Subscribe to SBI Life Insurance Company : Ajcon Global Ajcon Global has come out with its report on SBI Life Insurance Company , The research firm has recommended to “ Subscribe ” the IPO in its research report as on September 19, 2017
Wed, 20 Sep 2017 11:46:06 +0530


Subscribe to SBI Life Insurance Company : SPA Research SPA Research has come out with its report on SBI Life Insurance Company , The research firm has recommended to “ Subscribe ” the IPO in its research report as on September 19, 2017
Wed, 20 Sep 2017 11:35:57 +0530


Subscribe to SBI Life Insurance Company : Way2Wealth Way2Wealth has come out with its report on SBI Life Insurance Company , The research firm has recommended to “ Subscribe ” the IPO in its research report as on September 19, 2017
Wed, 20 Sep 2017 11:27:34 +0530


SBI Life Insurance raises Rs 2,226 crore from 69 anchor investors The company through its merchant bankers informed exchanges that under anchor investors portion in the public issue of SBI Life Insurance Company, 3.18 crore equity shares have been subscribed on Tuesday by 69 anchor investors.
Wed, 20 Sep 2017 08:45:27 +0530


SBI Life’s Rs 8,400-cr IPO kicks off today. Should you subscribe to the issue? Brokerage houses largely recommend subscribing to the issue, citing healthy valuations and better business prospects.
Wed, 20 Sep 2017 07:40:55 +0530


SBI Life Insurance IPO to open on September 20; 10 things to know before investing The IPO by size is expected to be the largest in life insurance space in India and it would be the second life insurance company to list on bourses.
Tue, 19 Sep 2017 20:41:36 +0530


Subscribe to SBI Life Insurance Company : HEM Securities HEM Securities has come out with its report on SBI Life Insurance Company , The research firm has recommended to “ Subscribe ” the IPO in its research report as on September 19, 2017
Tue, 19 Sep 2017 15:15:28 +0530


Share India Securities SME IPO to open on 21st sept 2017 ShareIndia Securities SME IPO to open on 21st sept 2017
Tue, 19 Sep 2017 12:48:59 +0530


ICICI Lombard IPO oversubscribed 3 times on QIB support Post-issue, the shareholding of Fairfax will reduce to 9.91 percent from 21.91 percent and ICICI Bank#39;s stake will come down to 55.92 percent, from 62.92 percent.
Tue, 19 Sep 2017 12:39:30 +0530


Subscribe to ICICI Lombard General Insurance Company  : HEM Securities HEM securities has come out with its report on ICICI Lombard General Insurance Company , The research firm has recommended to “ Subscribe ” the IPO in its research report as on September 18, 2017
Mon, 18 Sep 2017 17:43:06 +0530


Bharat Road Network ends with gains of 1.5% on listing day There were some swings seen in the stock during the morning session, as it fell over a percent in the first few minutes, but has now gained around 4 percent later.
Mon, 18 Sep 2017 17:32:02 +0530


Solid debut: Dixon Tech ends with hefty premium, up 64% at Rs 2,891.55 on NSE Dixon closed with a premium of 63.73 percent at Rs 2,891.55 on the National Stock Exchange, against issue price of Rs 1,766.
Mon, 18 Sep 2017 16:40:17 +0530


Tepid Listing: Bharat Road Network opens flat at Rs 205 Soon, the stock saw sharp swings, as it fell over a percent in the first few minutes, but has now gained around 4 percent.
Mon, 18 Sep 2017 10:15:53 +0530


Stellar listing: Dixon Tech debuts at Rs 2,725; up 64% over issue price Consumer electronics manufacturer Dixon Technologies started off trade at Rs 2,725, up 54 percent over issue price of Rs 1,766.
Mon, 18 Sep 2017 10:00:54 +0530


Dixon Technologies, Bharat Road Network to debut on bourses on September 18 Dixon Technologies has fixed issue price at Rs 1,766 per share and Bharat Road Network has set it at Rs 205 per share, the higher end of price band.
Sun, 17 Sep 2017 13:12:29 +0530

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Our Services

 All About Insurance Services:

We are an independent financial solutions provider and do not work for an insurance company, we work for you. Whether you are insuring yourself, your spouse, planning for your child’s future needs, or looking for wealth creation or for your retirement planning or trying to figure out the best way to protect your family, we take the time to understand your unique needs and goals to provide you with a full range of customizable insurance solutions. Working with one agency to support and protect you and your valued assets reduces stress and saves time and effort, especially in time of crisis.

 

We offer a variety of coverage options to meet your individual personal insurance needs as well as a full line of products for your commercial needs. We know how important it is to choose the right coverage for your Life, Home, Business or vehicle and we are proud to provide a range of options that will cover the individual needs of a diverse variety of customers. The most important part of choosing coverage is being able to find a plan that provides the best protection at the right price for your budget and needs.

 

You have an opportunity to choose from more than 100 life insurance solutions (endowment, unit linked, children education, retirement) and more than 500 general insurance solutions (Health, motor, fire, package, marine polices etc.,) from various life and general insurance companies.

 

Mutual Fund Services:

Importance of a Financial Advisor:

With the variety of investment options available today, at IN-FIN Solutions we suggest that you seek guidance from a professional financial advisor. Nearly every investment entails special risks that should be discussed with an experienced professional. Your investment goals are unique, and an advisor, we help you find the right fund to match your needs.

When taking a full-service approach to investing, we put our professional”s training, knowledge, expertise and resources to work for you. Consider these benefits:

v  Potential access to important investment news when it is most valuable.

v  Professional advices that may help improve your investment results.

v  Expert help in determining the best way to allocate your assets.

v  A trained and objective professional who can help you avoid panic selling.

 

You may be thinking that the Internet and financial planning software can cater to all these needs, but although they are convenient tools, they cannot equal the personal attention and experience of a professional. He or she can make that difference in helping you manage your financial future.

What to Expect From us?

 

The key for mutual fund investors is to define and recognise the value of professional financial services, and then insist on getting that value. When you pay a sales charge or a fee, what can you expect a professional at IN-FIN to do for you?

v  Understand your needs and help you formulate long-term investment goals and objectives.

Before making specific recommendations, we try to gain a whole picture of your past experience, lifestyle and goals, as well as your other investments and current financial situation. When are you planning to retire, for example? Do you have life insurance? Do you own real estate? How secure is your job?

 

v  Help you develop realistic expectations by discussing the risks and rewards of each investment.

Every investment choice has its strengths and weaknesses, and you should never feel less than fully informed. When you ask questions, or have doubts, at IN-FIN Solutions, we try to answer honestly, and help you develop a strategy that is both realistic and comfortable for you.

 

v  Match your goals and objectives with appropriate mutual funds, Insurance and other investments

 

At IN-FIN Solutions we try to make clear and specific recommendations, and explain the reasons behind them in terms you can understand. Of course, the advisor should be confident and well informed about the management and portfolio strategies of any mutual funds recommended.

 

v  Continually monitor your portfolio and help you interpret performance.

At IN-FIN we cannot influence or predict a fund”s results. However, we discuss results with you and help you judge your progress. You should feel that you can always ask your advisor at IN-FIN, "How am I doing?"

 

v  Conduct regular reviews to ensure that your strategy continues to provide optimal results for you.

One of the most valuable services we can provide is to help you "stay on course" with your investment program. But "staying on course" long term does not necessarily mean staying put. Expect your financial advisor at IN-FIN to work with you to adjust your portfolio in response to any significant change in your lifestyle, priorities, assets or responsibilities.

 

These are the basic services that investors can expect from financial advisors at IN-FIN Solutions. Beyond the basics, many investors could use even more specialised assistance, like advice on retirement plan distribution options, setting up and servicing retirement plans for small businesses and self-employed individuals, developing tax-advantaged strategies for children”s college education, insurance, estate, and trust planning; and year-end mutual fund tax advice. If you need specialised services, we can help you obtain the help you need.

 

 

 Wealth management:

Wealth Management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Certified Financial Planners, MBAs, and Canadian Chartered Strategic Wealth Professionals, CFA Charter holders or any credentialed professional money managers who work to enhance the income, growth and tax-favoured treatment of long-term investors. Wealth management is often referred to as a high-level form of private banking for the especially affluent. One must already have accumulated a significant amount of wealth for wealth management strategies to be effective.

 

What does the Wealth Management do?

Wealth comes in lots of forms; it isn’t simply a matter of having huge sums of cash in your bank account. People who have a lot of money often have complex financial arrangements in which their assets are widely spread and diverse in nature (‘assets’ is the term used for anything owned by an individual or business which has monetary value). Making those assets work most efficiently and productively takes an in-depth knowledge of both financial markets and the latest investment opportunities. This is where the Wealth Management division comes in.

 

It does exactly what it says – Wealth Management is about managing people’s wealth. The people in question are usually defined as high net worth individuals. ‘HNWs’ are generally defined as people who own financial assets over $1 million.

What types of clients are there? Well, they could be anyone – or rather anyone who has enough money to warrant employing a wealth manager: successful business owners, entrepreneurs, people who are rich through inheritance, perhaps even celebrities.

Given the often complex nature of a HNW individual’s assets, it is no good for a wealth manager just to advice on what to do with one lump of cash. Wealth managers provide comprehensive financial support for their clients. The advice they offer will be wide-ranging and varied. It can cover taxes and asset protection, investments to property advice. Of course they can’t be experts in everything - in many cases they’ll act as a ‘front’ for other departments in the bank, depending on the complexities of the services required.

The things they do will often touch on many aspects of their clients’ lives from business to family. Nurturing the relationship they have with their client is vital to retaining and growing their business.

 

Wealth Management services are offered on a discretionary or non-discretionary basis:

 

Discretionary

 

Clients who opt for discretionary support effectively hand over their finances to the Wealth Manager to manage. Based on pre-determined criteria, the Wealth Manager will make investment decisions on behalf of the client and assumes responsibility for protecting and growing their wealth.

 

 

Non-discretionary

 

‘Non-discretionary’ means that, although the client receives advice, ultimate decision-making still lies with the client.

 

Art as an Investment:

Art can be tempting investment, with its creative mystique and potential for soaring values. Attending glittering events such as the annual Art Basel Miami Beach, a four-day, celebrity-studded event representing more than 2,000 contemporary artists, makes it that much harder to resist.

Whether your tasted are classic or avant-grade, art is a tangible commodity and, as with any commodity, many investors view it as a hedge against stock market volatility. But before you drop a bundle at a gallery or raise your bidding paddle at auction, understand that art come with its own risk and expenses.

Aside from the added costs associated with maintaining art, there are the fickle tastes of buyers. “Art follows fashions and trends.” The popularity of various artists and periods fluctuate, so one year’s must have Andy Warhol is another year’s Monet.

Having said that, art investing can be lucrative. “If you take a long term view of art, many investors have reaped the benefits, but you have to buy right and know what you’re buying.”

Investing in art is like investing in gold

Adding art to your portfolio could reap financial benefits in the long term, but you need to understand how it fits in with your other investments.

Investors shouldn’t think of art as just another commodity, like gold, for instance. “It’s much more nuanced than that,” says Jeff Rabin, co-founder and principal of Artvest Partners LLC, an advisory firm for the art investors. “It is the most opaque, illiquid and unregulated asset.”

Because art comes with so many investment risks, most likely you’ll need specific advice from an expert. “Investing in art is much more complicated than people realize.”  Just because you’re talented in other areas of investing doesn’t, mean you’ll excel in art.