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How to invest in equity mutual funds without risking your capital The dividends announced by the source scheme will be transferred to transferee scheme at regular intervals.
Tue, 14 Nov 2017 11:51:57 +0530


Mutual funds pour over Rs 11k cr in these 10 largecap stocks in September. Do you own any? Sectors such as financials, aviation, IT, energy and auto were on the radar of fund houses during September.
Mon, 30 Oct 2017 08:48:09 +0530


Strong debut: HDFC Standard Life closes with 19% premium at Rs 344.60 per share The share price rallied as much as 27.24 percent intraday while it opened with 8 percent premium on the NSE.
Fri, 17 Nov 2017 16:15:39 +0530


HDFC Standard Life Insurance extends rally, jumps 27% after good debut The share price opened at Rs 313 per share against issue price of Rs 290.
Fri, 17 Nov 2017 10:06:56 +0530


Heads up! HDFC Standard Life to list on bourses with a premium: Experts Although analysts are not expecting a blockbuster listing, a small premium to the issue price could well be on the cards.
Thu, 16 Nov 2017 21:15:36 +0530


HDFC Standard Life Insurance to debut on bourses on November 17 This would be third life insurance company getting listing on exchanges, after ICICI Prudential Life and SBI Life.
Thu, 16 Nov 2017 11:50:19 +0530


Neeraj Kumar Gupta Investing in Bharat 22 ETF is like participating in the Indian growth story and I am sure investors will take part in this growth story said, Neeraj Kumar Gupta, Secretary, DIPAM.
Wed, 15 Nov 2017 10:56:16 +0530


Bharat 22 ETF anchor book subscribed 6 times As much as 25 percent of the total issue size, or Rs 2,000 crore, was reserved for anchor investors who put in bids worth about Rs 12,000 crore, ICICI Prudential MF said.
Tue, 14 Nov 2017 22:11:07 +0530


Khadim India closes with 8% discount at Rs 688.85 per share on market debut Khadim India has settled the trade at Rs 688.85 per share on the National Stock Exchange against IPO price of Rs 750. During the day, it could not cross issue price.
Tue, 14 Nov 2017 17:25:39 +0530


Galaxy Surfactants files IPO papers with Sebi During the initial share sale, as many as 307 shareholders will sell 63,31,674 shares of the company, according to the draft red herring prospectus (DRHP )filed with Sebi.
Tue, 14 Nov 2017 13:38:06 +0530


Khadim India debuts at Rs 723, a 4% discount to issue price The stock fell as much as 4.5 percent in early trade to hit day#39;s low of Rs 716 while its pre-opening price of Rs 730 remained the highest level.
Tue, 14 Nov 2017 10:08:22 +0530


New Listing: New India Assurance closes 3% lower to listing price on Day 1 The company’s shares closed at Rs 725.05 apiece, down 3.18 percent to the listing price of Rs 748.90 apiece, on the BSE.
Mon, 13 Nov 2017 17:38:59 +0530


The new entrant’s initial public offering (IPO), which sought to raise Rs 9,600 crore, was oversubscribed around 1.19 times. The price band was Rs 770-800 per share.
Mon, 13 Nov 2017 10:05:51 +0530


The Rs 10K crore New India Assurance IPO is likely to list on bourses at a discount: Experts The country#39;s largest general insurance firm New India Assurance Company, which recently concluded its initial public offer, will be making its stock market debut on Monday, November 13, and most likely at a discount or to a slight premium.
Sun, 12 Nov 2017 11:54:07 +0530


New Listing: Mahindra Logistics ends flat on its debut at Rs 429.15 The 3rd party logistics (3PL) solutions provider raised Rs 829.35 crore through the issue, at higher end of price band of Rs 425-429 per share.
Fri, 10 Nov 2017 17:07:49 +0530


Focus on growing non-Mahindra biz; targeting 20% topline growth: Mahindra Logisctics The company has managed to create a unique positioning in the industry and is an asset-light organization, said Pirojshaw Sarkari, CEO, Mahindra Logistics.
Fri, 10 Nov 2017 12:10:04 +0530


Mahindra Logistics debuts at discount to issue price of Rs 429, falls 3% It touched day#39;s low of Rs 416.10 on the National Stock Exchange while its issue price is day#39;s high.
Fri, 10 Nov 2017 10:20:53 +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.