Friday, October 13, 2017

Being 'Lazy', Becoming Wealthy.

Dear Patron,

Why should you bank on your luck when there is a simple plan that could help you become wealthy? Your money should work harder than you.

A simple plan called Systematic Investment Plan (SIP) offered by mutual funds can do that. SIPs allow you to invest fixed amount of money every month in mutual funds.

It is easiest and laziest way to become ‘Wealthy’…

If you save Rs. 10,000 every month for the next 20 years, assuming a return of 12% per annum, you end up saving more than Rs. 1 Crore. That's right! You can be a ‘crorepati’ and that too without literally knowing it. (Above data for information only).

All you have to do is to be lazy and Just stay invested, In the mean time, there will be ups ups and downs in equity markets which will make the value of your investments fluctuate. But here your laziness will help.

The fixed investment amount of SIPs will buy more units when market is down. The reverse will happen when the markets are up. As a result, on an average, you will end up buying units at a reasonably low cost and can potentially make handsome gains over long periods of time.

Being Lazy by investing in Mutual Funds is actually good thing.

Nishit Siddharth Shah

Thursday, February 23, 2017

Plan your TAX with 'SIP' way...

Dear Patrons,

We are getting bigger & stronger, not by ‘Complan’ way. The secret is ‘SIP’.

We have recently stepped into 35th year of investment advisory at the same time we crossed 5000 SIP mark.

One word question – ‘How?’
Two word answer – Financial Planning

The earning of an individual is growing. Across India Life Standard is increasing which increases need of money to achieve various financial goals. The immediate and most important needs to be planned are retirement & child’s education planning.

Apart of goal planning, taxation is also a part of financial planning. The Government gives enough options to save taxes. If planned properly, one can easily save an ample amount on taxes. Doing job or business or professional activity is our duty. But planning of taxes is as important as business planning.

We, at Shalibhadra with strength of our 34 years of experience, find out every possible way of tax savings from your income with help of renowned CAs. We will be happy to provide you investment + tax savings related services toward peaceful journey of financial planning.