We at Ploutos Finserve believe in making the investment process harmonious, need based and safe rather than product driven, dislinked and arbitrary. Our goal is to create, grow and preserve wealth. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical.
The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.
Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints.
We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term.Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable.
Mutual Funds
As we know, mutual funds have become extremely popular over the last two decades. A mutual fund is an investment vehicle that pools money from a multitude of people. It uses this pool to purchase securities like stocks, bonds, and gold. Apart from traditional mutual fund transactions, we apply Systematic investment plan (SIP), systematic transfer plan (STP) and systematic withdrawal plan (SWP) are methods of systematic investing and withdrawal, each serving a different purpose.
Life Insurance
life insurance is the best way to protect your loved ones. It’s a financial decision as well an emotional decision. It is a cover which allows your family to maintain a standard to living as they are currently, and meet their financial obligations. It also serves as an effective investment and tax saving tool.
We are IRDA approved and do ethical dealings of client needs for Life cover, dealing with debt, achieving long term goals, retirement options.
General Insurance
General insurance helps us protect ourselves and the things we value, such as our homes, our cars and our valuables from the financial impact of risks. The most common ones among these general insurance we covers are:
- Health insurance
- Motor insurance
- Travel insurance
- Home insurance
Loans
Ploutos Finserve not only take care of your Investment needs but also take care of your Loan Requirements . Home Loan , LAP , Loan against Mutual Funds/ Stock , Personal Loans etc.
Tax Solution
Tax planning is the process of analysing a financial plan or a situation from a tax perspective. Our objective of tax planning is to make sure there is tax efficiency, Reducing tax liability and increasing the ability to make contributions towards future plans .
While selecting investment and loan products ,we consider tax planning which involves applying various advantageous provisions which are legal and entitles the assessee to avail the benefit of deductions, credits, concessions, rebates and exemptions.