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Tailor-made investment Advisory
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    • Home
    • Why Fee-based Advisory
    • Our Holistic Services
      • Goal Based Services
      • Investment Based Services
      • Personal Advisory Service
    • Blog

services@tailormadeinv.in


  • Home
  • Why Fee-based Advisory
  • Our Holistic Services
    • Goal Based Services
    • Investment Based Services
    • Personal Advisory Service
  • Blog

Personal Advisory Services

1. Buying a Home/Flat

2. Buying a second Home

2. Buying a second Home

#Purchase of new Flat #Purchase of apartment

Buying a First Home is a Dream for many but while taking a decision, Individual are facing many personal queries related to Affordability, Repayment capability , Best Banks with respect to income. Our experts will help in all possible Query's. 

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2. Buying a second Home

2. Buying a second Home

2. Buying a second Home

#purchase of second Flat #purchase of second Apartment #purchase of second Villa #purchase of second Independent house

Planning to Buy 2nd Home will the thought of many for growing familys. We suggest all Financial queries realted to Affodability, Repayment capability and suggest some banks with respect to income. Our experts will help in all possible Query's. 

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3. Buying a plot

2. Buying a second Home

4. Existing mutual funds portfolio review

#purchase of new plot

Investing in a real estate is considered as long term proven Heaven. We provide suggestions on your Affordability, repayment capability and suggest some good banks and some great areas, Recommend some Ventures also. Our experts wil help in all possible Query's.  

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4. Existing mutual funds portfolio review

4. Existing mutual funds portfolio review

4. Existing mutual funds portfolio review

#Existing mutual funds portfolio review

Our experts will follow below approach

1. Gather required data from Individuals. 2. Existing Mutual Funds review. 3. Provide at least 2 portfolios with a better scope of returns along with investment tools.  Note: Experts may recommed to continue/cancel some of MF's. 

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5. Existing Insurance policies review

4. Existing mutual funds portfolio review

5. Existing Insurance policies review

Existing Insurance policies review

Our experts will follow below approach

1. Gather required data from Individuals. 2. Review the existing insurance portfolio. 3. Provide at least 2 alternatives with better Coverage.   Note: Experts may recommed to continue/cancel some of policies.

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6. Tax planning

4. Existing mutual funds portfolio review

5. Existing Insurance policies review

#Tax Planning

Tax planning is basically to optimize the take-home income for that specific financial year by using all the provisions as per law.  Our experts will provide a customised Tax planning based on your Salary and other income and Recommed investments as per individuals need.

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  • Investment Based Services

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