Important Updates
Important Updates Team FMIM May 8, 2022 Uncategorized As highlighted in June’21 and Feb'22 Mails subjected mail Updates and...
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Investment solutions for all your Needs
Retirement planning, investments, Financial and Wealth Management and more.
We strongly believe an investor should maintain optimal balance between asset classes. It serves as a foundation for long term investment success.
Introduction to
Personal Finance
Subconsciously each one of us does planning with our finances. To put it in simple terms, utilizing the incoming cash flows (salary, business or professional income) to fulfil our basic needs, taking care of responsibilities chasing one’s dreams, wants and to lead a life free from financial worries. But it leads to sub optimal utilisation of limited resources due to emotional and impulsive decisions.
Moreover, each individual circumstances and requirements are unique. So are his priorities and investment objectives.
We assist them to have a clear understanding of their goals, prioritize them and provide a plan of action to achieve their goals.
Our Products
What We Offer
From recommending suitable products to monitoring of investments with periodic review to ensure they are on right path in their investment journey.
Why Choose Us
Each individual is unique.
So are their needs and objectives. Before onboarding a client, we meet and discuss to understand them, their family finances, goals, risk tolerance etc.
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Years Of Experience
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Clients
Aswath Damodaran
The best way to measure your investing success is not by whether you’re beating the market but whether you’ve put in place a financial plan and behavioral discipline that are likely to get you where you want to go.
Benjamin Graham
When you focus on return at the exclusion of risk… you get the risk may or may not get the return. If you focus first on the risk and mitigate or avoid or reduce the risk, then you’ve protected the downside, and then maybe you get the return.
Seth Klarman
Educate clients on Do’s and Don’ts in investing
Explain the importance of Asset Allocation.
Aim to provide a good investing experience.
Maintain sustained service standards.
Our Blog
Latest Blog & Articles
Important updates on Budget and other info
Important updates on Budget and other info Team FMIM February 3, 2022 Uncategorized I would like to share the...
Info on Sovereign Gold Bonds
Info on Sovereign Gold Bonds Team FMIM January 10, 2022 Uncategorized kindly find the appended info on Sovereign Gold...
Investing is about preserving and growing wealth that you earn in other pursuits. It is not a pathway to getting rich quickly.