Investment Advisory Services in Pune (16 service providers available)

Fund / Investment management is the professional asset management of various securities (shares, bonds and other securities), money or cash and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).By selecting the already developed application you will not only save your precious time but will also save money which really matters for any business. And there is no chance of failure for our products as they are already tested by our previous customers. As this Fund management application is developed by us thus there is always a possibility of customisation whenever you require.It Includes Regular Bhishi Lilav Bhishi Lucky Draw Bhishi Other ways So Enjoy the benefits like Registration of fixed customer collection of monthly deposits from members Distribution of money in member with 1% / 2 % interest Money collection management for distributed members for three months It show the interest rate per month and 3rd month it shows total collected amount plus interest and there monthly deposited amount in total Features Save member details Send monthly collection sms alerts Save monthly collection detail, apply fine if any. Send monthly amount paid sms Send monthly selected member name, token no. Generate statement for members Generate common statement for fund admin Each member can view monthly updates, personal profile, change contact details etc.

Our Tax Saving Investment Advisory Service provides expert consultation on tax-efficient investment options. We offer comprehensive guidance on various investment avenues that qualify for tax deductions or exemptions, such as ELSS (Equity Linked Savings Scheme), PPF (Public Provident Fund), NSC (National Savings Certificate), and more. Our service analyzes individual tax profiles, financial goals, and risk tolerance to recommend personalized tax-saving investment strategies, aiding in maximizing tax benefits while optimizing investment returns for a secure financial future.