Your Trusted Financial Advisor
Our Services
At Muskaan Investmart, we help you make informed financial decisions with expert guidance and customized investment solutions. Whether you're planning for retirement, growing your wealth, or securing your family's future, our personalized financial strategies ensure that your money works for you.
Start your journey towards financial freedom today!
1
Mutual Fund Investments
Diversify your portfolio with expertly curated mutual fund investments. We offer smart, tailored solutions to help you maximize returns while managing risks, ensuring steady and secure wealth growth.
2
Financial Planning
We create personalized financial strategies tailored to your needs, helping you achieve both short-term and long-term goals with confidence and stability.
3
Retirement Planning
Secure your future with a well-structured retirement plan. We help you build a strong financial foundation so you can enjoy a stress-free and comfortable retirement.
4
Insurance Advisory
Protect your future with the right insurance plans. We provide expert guidance on life and health insurance to ensure financial security for you and your loved ones.
Our Services
The Fee Of The Comprehensive Financial Planning Services
For Resident Indians
₹18,000
Annual Fee. No Commissions.
Financial Goal Planning including Vacation planning, Car
purchase planning, House purchase planning etc.. - Help
you identify and prioritize their financial objects.
Cash Flow Management- Assist you in creating a budget and
managing your cash flow effectively.
Financial Assessment- Analyze your financial situation,
including income, expense, assets, and debts.
Loan and debt planning- Creating a strategy to manage and
repay your debts including loans, credit cards and other
financial obligations.
Investment planning- Develop a personalized investment
strategy aligned with your goals and risk tolerance.
Retirement Planning- Help you plan a retirement, including
setting up retirement accounts and creating sustainable income
stream.
Tax planning- Provide guidance on tax-efficient strategies,
including tax-loss harvesting and charitable giving.
Insurance planning- Assist you in assessing your insurance
needs and selecting appropriate policies.
Risk Assessment- Identify potential risks and develop
strategies to mitigate them.
Pension Planning- Assist you in planning for pension income
and creating a sustainable retirement income stream.
Regular Portfolio Reviews- Schedule regular reviews to
assess your progress and adjust your financial plans as needed.
Emergency Fund Planning- Create a financial safety net to
cover your unexpected expenses or financial setbacks.
Health and Life Insurance- We also provide Health and Life
insurance services to protect your family.
For Non Resident Indians (NRIs)
₹21,000
Annual Fee. No Commissions.
Financial Goal Planning including Vacation planning, Car
purchase planning, House purchase planning etc.. - Help
you identify and prioritize their financial objects.
Cash Flow Management- Assist you in creating a budget and
managing your cash flow effectively.
Financial Assessment- Analyze your financial situation,
including income, expense, assets, and debts.
Loan and debt planning- Creating a strategy to manage and
repay your debts including loans, credit cards and other
financial obligations.
Investment planning- Develop a personalized investment
strategy aligned with your goals and risk tolerance.
Retirement Planning- Help you plan a retirement, including
setting up retirement accounts and creating sustainable income
stream.
Tax planning- Provide guidance on tax-efficient strategies,
including tax-loss harvesting and charitable giving.
Insurance planning- Assist you in assessing your insurance
needs and selecting appropriate policies.
Risk Assessment- Identify potential risks and develop
strategies to mitigate them.
Pension Planning- Assist you in planning for pension income
and creating a sustainable retirement income stream.
Regular Portfolio Reviews- Schedule regular reviews to
assess your progress and adjust your financial plans as needed.
Emergency Fund Planning- Create a financial safety net to
cover your unexpected expenses or financial setbacks.
Health and Life Insurance- We also provide Health and Life
insurance services to protect your family.
Get in Touch
We're here to help you achieve your financial goals! Whether you have questions or want to discuss your investment plans, feel free to reach out.
📞 Phone: +91 94144 47579
📧 Email: muskaaninvestmart@gmail.com
🌐 Website: www.muskaaninvestmart.com
Or fill out the contact form below, and we’ll get back to you as soon as possible. Let’s start planning your secure financial future today!