STEP ONE

Step ONE denotes your first step towards financial freedom.
Most young professionals today do not plan their finances - 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 has launched a product that is specific to the needs of such young professionals and inculcates in them the habits of saving and investing.
Step ONE
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 enable 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 for the financial loss faced by your dependents in case of death/ accident/ critical illness. Some policies can also be actively used as an investment tool.
Saving, Investing and being aptly insured are the need of the hour and Step ONE will guide you towards your financial goals.
Pre- Investing Support:
PAN Cards - All assistance in applying for the
Permanent
Account
Number or even modifying details in your existing PAN.
KYC Compliance: All assistance in complying with
Know
Your
Customer norms which is mandatory for investing in Mutual Funds.
Mutual Fund Investment Advice - Across 28 fund houses, backed by sound research; thereby giving you quality advice ensuring better returns.
Insurance Advisory - Across 7 of the top companies, covering more than 80% of the current market. The right type of policy chosen to meet your needs.
Post- Investment Assistance:
Operational Support - Filling application forms, ensuring execution, Change of Bank etc.
Email and Phone Support - For any query on your Investments.
E-mailing Monthly Holding Statements - Without your having to remind us.
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 comes to you at an affordable price, leaving you free to pursue your dreams!