Mutual Funds
We assess your earnings, savings, lifestyle, demographics, aspirations, future income needs and risk taking ability. Based on this information, we build and manage your mutual funds portfolio in a scientific manner so you can focus on achieving your financial goals.
Insurance Planning
Insurance is designed to protect your financial security and should be a key part of your overall financial plan. There are many types of insurance products available and the kind of coverage that’s right for you depends on your circumstances and financial goals.
Financing Solutions
Loans are a critical tool to achieve your personal milestones in life. Many a times there are utilities and aspirational assets that you need to purchase without there being adequate capital. It is essential to manage the cost of such capital & ensure adequate future cash flows.
Tax Advisory
Our tax advisory experts draw on their diverse experience and skills to give you an effective & seamless service through all the challenges of tax planning, financial accounting, tax compliance and maintaining effective relationships with the tax authorities on your behalf.
We work with you to help you measure your financial health by creating a customized sustainable financial wellness program. Our financial wellness program MyFinWell allows you to manage your cash flow better so that you are better planned to achieve your financial goals.
Why Invest My Money? Why MyFinWell?
How Does Financial Wellness Program Work?
Financial wellness refers to your ability to live within your means & manage your money. This is achieved by developing better spending habits, optimizing your debt, improving your savings, enhancing your investments & finally, planning for your retirement.
- Know Your Financials
- Acknowledge the Need
- Work with MyFinWell Program
- Maximize Your Choices
- Create a Measurable Plan
- Track Progress & Grow
Understand Financial Basics
To manage your finances, you need to understand them. First, create a budget and a personal balance sheet. Your balance sheet tells you about your net worth after comparing your financial assets with your financial liabilities. Next, create a record and track your spending. This will allow you to set goals for better financial wellness.
Financial Wellness. Yes!
Once you are ready to embrace financial wellness, you need to create a plan for better money management. This reduces your financial stress as well as personal anxiety. Work with best options to relieve financial distress. Evaluate & identify how to cut back, increase income, pay down high interest debt & seek investment counseling.
For Financial Wellness
MyFinWell is a financial wellness program created & led by qualified and certified advisors. We brainstorm with you so that you achieve your life’s milestones. We are available to you for your queries via phone, email, & in person. We work with you to relieve you of debt and cash flow issues thereby reducing financial stress.
Financial Wellness Gains
MyFinWell works with you and helps you identify your risk profile and suggest suitable investment options. We provide you with critical market inputs that impact your investments. We suggest the right kind of health and life insurance options. Put it all together and MyFinWell helps minimize your taxes and helps you grow your money.
Drive Financial Wellness
MyFinWell assists you in financial planning throughout the period of engagement. We further, help you measure progress by first creating a sustainable financial behaviour. We then help you set up your benchmarks and assist you in tracking the progress.
Grow Your Money
After working with you by creating a sustainable financial plan, we get ready to measure the growth of your financial wellness program. We provide you with continual feedback on your investment portfolio so that your money grows. We also help you better your budgets and saving patterns as per your evolving milestones.
Assets Under Management
Happy Customers
Product Partners
Investment Products
I have always appreciated high standard of advisory services from Aashish. I’m certain that InvestMy.Money flag will keep flying high. Best of luck to you Aashish and your entire team.
Priya MarwahIT ConsultantThe guys at IMM are excellent. They are very professional with their services and investment advice. They have keenly addressed all my concerns and financial objectives to my satisfaction. I’m very impressed!
Suniti BhatDirector Oil & Gas, Member Executive Committee, Cairn IndiaAashish’s strength as a financial advisor lies in his ability to keenly listen to and understand your monetary proclivities in terms of your risk appetite, your long and short term fiscal planning, your immediate financial needs and to work with you to tailor-make your investments to best suit your lifestyle and its current and future demands. But far exceeding these skills is his ability to share his deep knowledge of the markets and make the investor better understand it’s complexities. His efforts are geared to not just making your money grow, which is a minimum requirement from a financial advisor, but also help increase your knowledge about fiscal fundamentals so that you come to a synergized, well-thought out investment plan that has your inputs as much as his.
Arti SinghFormer Sr.VP, Bharti Walmart
ASSOCIATION OF MUTUAL FUNDS OF INDIA REGISTERED MUTUAL FUND DISTRIBUTOR ARN: 175137
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