About Arup Investment Planning Services in 20, Narkel bagan, Ground Floor, Jadavpur, Tollygunge

At different stages of life, different goals seem relatively more important to us.
For short to medium term goal, financial planner will calibrate your asset allocation. For long term goal financial planner will recommended a more aggressive asset allocation.
Budgeting : If not save enough , nobody able to meet their financial goals.
Saving habits are very personal. It depends on our lifestyle, relative to our income levels.
Every small additional savings can make a big difference to create long term wealth, with the help of power of compounding.
Big events in our life : Children's Higher Education , Children's Marriage , Buying a house , Luxury Family Vacation , Retirement Planning , Medical Support , Emergency Expenses.
Financial needs basically two types :
i) Protection Needs : Protection of the family income or the monthly expenses from any unforeseen risk.
ii)Investment Needs : All other needs which can be fulfilled by a sum of money.
These are called Investment Needs .
For achieving Goals, the time period is crucial because it determines the amount to be invested.
Also we live in an increasingly stressful world & taking chances with one's health is not an option. Hence , our personal Goals should include a medical insurance.
Emergency Expenses Goals : This is most ignored Goals . Invest in Liquid Funds , this will allow to build emergency fund to gather some returns & be well within your reach.
Conclusion : Financial Planning is no Child's play & requires our utmost attention. Hence, have a list of Goals & do not invest without any purpose in mind because that will not motivate us enough to stay invested.
Remember no matter how big or small your goals are you have enough. Just have faith , plan, keep investing & remain invested till Goals are achieved.
SERVICES WE OFFERr : CALL : 9836140155
LIFE INSURANCE CORPORATION OF INDIA
* Portfolio Review
* Premium Collection Through Premium Point
* Premium paid certificate
* Change of Nomination
* Change of address
* Claim Settlement
* Loan Against Policy
* Assignment / Reassignment
* Personal Insurance
MUTUAL FUND
* Time to time Portfolio Review
* Monthly / Quarterly SStatement
* Systematic Investment Plan (SIP)
* Systematic Transfer Plan (STP)
* Systematic withdrawal Plan (SWP)
* Lumpsum Investment
* Redemption
* Liquid Fund
* Company Fixed Deposite
HEALTH INSURANCE
* Mediclaim Policy
* Health Policy
CAR INSURANCE
OTHERS
* Retirement Solution
* Emergency Fund Creation
* Children's Higher Education Plan
* Children's Marriage Planning
* Luxury Family Vacation Plan
Also Income protection planning from any unforeseen risk.
Experience : Arup Aich, started his journey in Life Insurance Corporation Of India. Also Certified Personal Financial Advisor from NISM.
We are associated with :
Life Insurance Corporation Of India ,
Mutual Fund Houses , General Insurance(Mediclaim , Car Insurance)
Call: 9836140155