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Himadri Buch Redemptions from top 20 fund houses have risen to the second highest level in FY18, despite the industry#39;s AUM touching record highs
Wed, 19 Jul 2017 15:22:08 +0530


Top 14 stocks which some MF bought for the first time in June; do you hold any? After one way rally on D-Street so far in the year 2017 retail investors preferred to book some profits off the table from Gold ETFs, liquid funds etc. as the asset under management (AUM) of the mutual fund industry dipped slightly for the month of June.
Sat, 15 Jul 2017 09:33:02 +0530


Morningstar upgrades rating of ICICI Prudential Value Discovery Fund to #39;Silver#39; Morningstar believes ICICI Prudential Value Discovery Fund has the wherewithal to outperform its benchmark index over the long term.
Wed, 12 Jul 2017 09:48:43 +0530


Fund managers are reducing weight in IT sector; time to be cautious or value buys? Aptech rose 200 percent, followed by Mastek which rallied 93 percent, Datamatics up 89 percent, and TVS Electronics rose 87 percent in last one year.
Fri, 16 Jun 2017 15:36:43 +0530


Bluechip bets! Top 10 stocks in which fund managers raised their stake in May The total category wise asset under management (AUM) of the mutual fund (MF) industry slipped by 1.2 percent or Rs 22,327 crore to Rs 19.03 lakh crore for the month of May 2017, but equity funds saw an increase of 2.7 percent in the same period.
Fri, 16 Jun 2017 07:36:45 +0530


MF investor base grows 19 lakh in Apr-May to record 5.72 cr In the two years, investor accounts went up following robust contribution from smaller towns.
Thu, 15 Jun 2017 14:13:11 +0530


​Global Space Technologies SME IPO to open on July 26, issue price at Rs 66/sh The issue and the net issue will constitute 26.48 percent and 25.14 percent, respectively of the post issue paid-up equity share capital of the company.
Tue, 25 Jul 2017 11:59:16 +0530


Subscribe to Keerti Knowledge and Skills : Khambatta Securities Khambatta Securities has come out with its report on Keerti Knowledge and Skills . The research firm has recommended to “Subscribe ” the IPO in its research report as on July 24, 2017.
Mon, 24 Jul 2017 17:08:48 +0530


HDFC Life files IPO papers with insurance regulator IRDA The draft of IPO papers did not mention anything about Max Life merger in any form.
Thu, 20 Jul 2017 11:35:21 +0530


Godrej Agrovet files IPO papers with Sebi Godrej Industries arm Godrej Agrovet on Wednesday filed draft papers with markets regulator Sebi to raise an estimated Rs 1,000-1,200 crore through an initial public offering.
Wed, 19 Jul 2017 20:11:34 +0530


Shanti Overseas (India) ltd SME IPO To open on 21st july- HEM securities HEM securities have come out with the research report on Shanti Overseas
Tue, 18 Jul 2017 15:55:14 +0530


Captain Technocast Ltd SME IPO To Open On 20th July- HEM Securities HEM securities have come out with the research report on Captain Technocast
Tue, 18 Jul 2017 15:39:23 +0530


Hemant Kanoria NULL
Tue, 18 Jul 2017 11:27:53 +0530


Salasar Techno Engineering IPO oversubscribed 273 times The IPO received bids for 90,63,94,500 shares against the total issue size of 33,21,000 shares, data available with the NSE till 1930 hours showed.
Mon, 17 Jul 2017 20:45:25 +0530


SBI Life gets ready for a big IPO this year, may raise Rs 8500-9000 cr Once listed, this would be the second life insurer after ICICI Prudential Life Insurance to be listed on the stock exchanges.
Mon, 17 Jul 2017 19:54:58 +0530


SBI Life Insurance files DRHP, to issue up to 12 cr shares via IPO SBI Life Insurance is a joint venture between State Bank of India (SBI) with 74 percent stake and BNP Paribas Cardif with the remaining 26 percent.
Mon, 17 Jul 2017 14:46:05 +0530


Subscribe to Salasar Techno Engineering: Choice Broking Choice Broking has come out with its report on Salasar Techno Engineering. The research firm has recommended to “Subscribe ” the IPO in its research report as on July 13, 2017
Thu, 13 Jul 2017 13:41:35 +0530


Subscribe to Salasar Techno Engineering: Nirmal Bang Nirmal Bang has come out with its report on Salasar Techno Engineering. The research firm has recommended to “Subscribe ” the IPO in its research report as on July 13, 2017.
Thu, 13 Jul 2017 13:19:35 +0530


Subscribe to Salasar Techno Engineering: HEM securities HEM securities has come out with its report on Salasar Techno Engineering. The research firm has recommended to “Subscribe ” the IPO in its research report as on July 12, 2017.
Wed, 12 Jul 2017 10:06:17 +0530


Solid listing: AU Small Finance Bank ends near day#39;s high, up 51% over issue price The bumper listing was on expected lines, given the overwhelming response to public issue and the hefty grey market premium.
Mon, 10 Jul 2017 16:07:23 +0530


AU Small Finance listing hit by NSE tech glitch; trading starts late AU Small Finance Bank touched an intraday high of Rs 540 and low of Rs 523.70.
Mon, 10 Jul 2017 14:07:09 +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.