Product Note
International Money Matters Pvt. Ltd. is a 7-year old financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals. Currently a 35+ people operation, headquartered in Bangalore with presence in Mumbai, Delhi and Hyderabad; we have over 550 families as clients from across India and the world - US, UK, Middle East and South East Asia. We currently manage assets of over Rs. 150 Crores and a risk cover of Rs.50 Crores.
Most young professionals today do not go through a financial planning exercise - some because of a lack of awareness about its benefits, others because of their belief that they do not require it at the initial stage of their careers and some others because it may be expensive for them now. Hence, International Money Matters, is launching a product that is specific to the needs of such young professionals and inculcate in them good habits of saving and investing.
The sooner you start investing, the more time your money will have to grow -pure and simple "compounding" or the "snowball effect" on your money. Saving and investing enables you to gain financial confidence and the freedom for that occasional vacation, the dream car, the latest phone, the best laptop - with all that money well saved and well invested!!
At the same time, Insurance is an important aspect of life, vastly ignored by most of us. It is essential to cover the financial loss faced by your dependents in case of an eventuality. Some policies can also be actively used as an investment tool!
The latest offering from International Money Matters' incorporates all of the above and is called
"Step ONE"
Step ONE denotes your first steps towards financial freedom. Saving, Investing and being aptly insured is the need of the hour and Step ONE will guide you towards your financial goals!!
The main features of this service are:
- PAN Cards - Apply for a new PAN, Change of details in a PAN
- MF Investment Advise - Across 28 fund houses! Backed by sound research!
- Insurance Advisory - Across 7 of the top life insurance companies, covering more than 80% of the current market. Product type, Sum Assured, etc chosen based on your profile
- Email and Phone Support - Turn around time of 48 hours on weekdays
- Pre and Post Transaction Operational Support - Complete assistance for all investments
- Monthly statements - Sent to you via E-mail every month
- Tax Planning - Plan to SAVE TAX!
- Filing Income Tax Returns - The BIG year end worry, now handled by experts!
In this service, you will
not receive sales tips but will get
professional investment advice backed with sound research, based on your specific risk profile!
All this and more coming to you at just Rs.3,000 per year. A small price to pay for taking your first step towards financial freedom!!
