Sarita Sharma - Insurance and Mutual Funds Investment Consultant

29/09/2024

Stock trading is increasingly being seen as the new form of gambling, with many young investors falling for the allure of easy money. Without understanding the risks, they dive into volatile markets, hoping for quick gains through intraday & short-term trading.

We should avoid concentrating all our investments on high-risk asset classes. Remember the Golden Saying "Never put all your eggs in one basket".

A substantial portion of our savings should be allocated to products that offer guaranteed returns, are risk-free, capital-protected, and also provide tax benefits.

It is very important to keep in mind that sustainable wealth comes from informed decisions, not shortcuts.

31/08/2024

hi all

26/08/2024

HAPPY JANAMASHTMI

14/03/2024

Let's Plan

08/03/2024

Greetings!

In every growing society, women are the backbone of it and we are proud to say that we play a small part in strengthening the backbone by helping women become financially empowered.

The first step of financial empowerment begins when we guide parents to make an investment in their daughter's name so that she has a corpus to rely upon in case of any misfortune happening or despite it. Every girl today should have some wealth in her name as she reaches adulthood.

The second step we take is to help young women understand why it is important to invest money and save for themselves. With a growing economy, more and more private sector jobs are opening up which on the one hand is good but it also means no retirement pension from the government.

So every girl must have a retirement plan for herself.

The third step is to guide every young man to make their wife nominee in all the investments they make and most importantly involve his wife in all the decisions. The wife should always be aware of any investment made so that in case of any misfortune, she can handle it on her own and doesn't have to rely on anyone.
With these three steps, we make sure that all the women who come in contact with our firm directly or indirectly have a legacy in their name.

We invite you to be a part of our mission and help us by educating women and making them self-dependent on anything financial. A financially self-dependent woman creates a strong family and society.



Happy Women's Day!

26/01/2024

Happy Independence day

01/01/2024

Happy New Year All. Thanks for your support in the previous year and hope for the same in the coming year Ahead.

22/12/2023

Retirement is a Long Term Goal. By Investing Just 20% of your Monthly Income with LIC, You can lead a comfortable Retirement Life.

11/12/2023

Retirement is a Long Term Goal. Even a Small Investment Regularly can help You create a Huge Corpus.

16/09/2023

Invest in Dhan Vriddhi

19/08/2023

22/07/2023

We value your time a lot. Please feel free to contact me for any policy servicing-related needs at your doorstep.