Investment Solutions

At Aapkipolicy.com, our expert team of advisors provides you one stop pleasant experience of enjoying the benefits of financial planning services in a seamless manner. This process is an exhaustive one and involves exchange of information which helps to provide unique solution for your various financial goals. We believe Financial Planning is a Process, not a Transaction. Hence, our step by step approach seeks to address various queries in this regard as follows:

  • Need for Financial Planning
  • What is Financial Planning?
  • How do you go about it?
  • What is the process and steps?
  • How does it benefit you?
  • Sample Financial Plan through the medium of Model Portfolio as an illustration
  • Course of Action
    1. What you need to do to start this process through sign up requirements
    2. Support Services offered by us

We at Aapkipolicy.com, believe that if you have a dream, we will help you to realize it in best possible manner rather than leaving it to market forces or a matter of chance. Our investment experts enable you to nurture and grow your investments today so that you are able to cherish a comfortable future tomorrow. We believe in empowering you to make informed investment decisions so that your dreams turn into reality. Our investment approach remains key to our offerings and distinguishing features are highlighted below:

Our USP
  • Developing the goal setting process by determining Importance and Priority of various goals
  • Preparing a Financial Inventory of what you owe and what you own
  • Preparing Budget Statements that help you to understand how does your Income & Expenditure look every year
  • Preparing Net worth Statement consisting of various Assets and Liabilities that belongs to you (actual as well as implied)
  • Designing an asset allocation framework that determines your Strategic vs Tactical allocation across key asset classes - Equity, Debt and Alternative Assets
How do we help you? (Our core offering Turning Dreams into Reality)

At Aapkipolicy.com, we have re-defined the delivery standards of operating in financial planning services industry in terms of scaling new peaks by responding to various client needs through our unbiased advisory solutions. We present below some areas where we have made a visible difference by helping clients plan their financial goals and build long term relationship.

  • Understanding your requirements through the process of Need gap analysis taking into account your individual requirements and your existing investment portfolio
  • Evaluating investment choices and making suggestions based on relative Risk Return analysis with reference to different asset classes like equity stocks vs debt investment and within an asset class like Fixed Deposit vs Corporate Bonds
  • Preparing detailed Plan for your future goals using cash flow based model factoring in various scenarios for example Financial Roadmap for child’s higher education abroad with reference to currency depreciation
  • Delivering and Monitoring on a continuous basis through Portfolio Review exercise by tracking the performance of major asset classes over the last 5 years and adopting periodical rebalancing exercise to help you realize your goals
  • Helping you understand risk in real sense (beyond portfolio to personal life) and enabling you to devise appropriate risk management strategies to enjoy a secure financial future
Toolkit

Please click on the link below to experience some of the research products and solutions offered to our clients:

  • Investment Strategy for the month
  • Newsletter providing key event updates and investment insights
  • Specific product reviews
  • Financial Plan based Scenario Analysis (Portfolio planning and solution exercise)
  • Case Studies on Portfolio Review exercise
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