Top Investment Advisors in Kalol, Best Investment Consultants Kalol

Top Investment Advisors as on Apr 26, 2024

Nilesh Jogi Investment Consultant

Indore H O, Indore, 452002 ( Also serves in Kalol )

07569019065

Investment Consultants, Investment consultancy service

Response Time: More than 60 MinsSulekha score: 4.7Working hours: 9 AM to 6 PM

Welcome to Nilesh Jogi Investment Consultant, your trusted source for investment consultancy services in Indore H O. Our team of experienced consultants will guide you through the world of stocks and shares, providing expert advice and personalized strategies to help you achieve your financial goals. With a strong focus on customer satisfaction, we strive to build long-lasting relationships with our clients. As a leading investment consultancy fi ... less

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BTW Financial Services & IMF Private Limited

Lower Parel, Mumbai, 400013 ( Also serves in Kalol )

5.0/5 Based on 9 reviews

08069831641

Investment Consultants, Corporate group insurance, Life insurance

+2 more

Response Time: Within 15 MinsSulekha score: 9.6Working hours: 09:00 AM to 9:00 PM

Welcome to BTW Financial Services and IMF Private Limited! We are a trusted insurance company located in Lower Parel, offering a wide range of insurance services to meet your needs. We have established ourselves as a leading provider in the industry. Our team of dedicated professionals is committed to providing excellent service and helping you find the best coverage for your needs. We offer various insurance options, such as corporate group insu ... less

A User from Mumbai

"I have taken Travel Insurance & Air Ticket service. The staff is extremely prompt in their services. Very satisfied with their services. You can give it a try without any hesitation."

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Rational Investments

Navrangpura, Ahmedabad, 380009

( Also serves in Kalol )

5.0/5 Based on 1 reviews

08035428549

Investment Consultants, Investment consultancy service

Response Time: Within 15 MinsSulekha score: 4.7Working hours: 09:00 AM to 07:00 PM

Rational Investment is a rising, evolving firm with its roots in the financial product distribution services expanding into newer boundaries with great passion. We are certified Wealth Manager, Mutual Fund Distributor recognized by AMFI - Association of Mutual Fund of India. Insurance consultants (life, Health). Established in the year 2014 by Mr. Nimit H Shah & now Rational Investment is one of the leading financial service providers & ... less

NIMIT SHAH from Ahmedabad

"Service truly related to what I am looking for. And I regularly satisfy with their solutions since long "

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Gaurav Raval,

Ghatlodiya, Ahmedabad, 380009 ( Also serves in Kalol )

Investment Consultants, Life insurance, Health insurance

+1 more

Sulekha score: 3.5Working hours: 9 AM to 11:30 PM

Welcome to Raval Financial Services! Our team of experienced investment consultants offer a range of services to help you secure your financial future. We specialize in investment consultancy services, including life insurance, health insurance, fixed deposits, mutual funds, and systematic investment plans (SIP). We also offer a variety of insurance plans, such as accident insurance, unit linked insurance plans (ULIP), individual health policies, ... less

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Youwin Investment Services

Satellite, Ahmedabad, 380015 ( Also serves in Kalol )

08035427040

Investment Consultants, Corporate group insurance, Investment consultancy service

+1 more

Response Time: Within 15 MinsSulekha score: 5.6

WHO ARE WE Youwin investment services is the best hub for all your wealth management solutions. At youwin, we strongly believe in planning your financial life is the key to achieving your life goals in a structured and disciplined manner. We have a range of products that will help you achieve your goals and keep your financial planning in check. The range includes a combination of proprietary and non-proprietary products. We believe in deliveri ... less

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Moneylok Associates

Maninagar, Ahmedabad, 380008

( Also serves in Kalol )

09021107830

Investment Consultants, Corporate group insurance, Life insurance

+8 more

Response Time: Within 15 MinsSulekha score: 6.2Working hours: 10 AM to 8 PM

All types of insurance services Saving plan term plan Pansion plan child Education plan Health insurance vehicle insurance Worker insurance Travel insurance Marina insurance Fire insurance less

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BharatSIP

Secunderabad, Hyderabad, 500003 ( Also serves in Kalol )

08069868500

Investment Consultants, Investment consultancy service

Response Time: Within 15 MinsSulekha score: 5.9Years of Experience: 4

we at www.bharatsip.com offer online investment in Mutual funds / IPO's / NPS / NCD / PMS(charable) etc We are All India Multi Brand MutualFunds distributors (SBI / ICICI / HDFC / IDFC / AXIS / Franklin /SAMCO / LIC / UTI / TATA / ABSL etc) registered with AMFI & BSE. You can #invest in Any #mutualfunds(#Lumpsum & #SIP ) instantly by from your computer/Mobile for free Fulfill all your financial goals with suitable #SIP investment ... less

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Mahindra Finance in Kalol Gandhi Road

Kalol, KALOL, 382721

08069866211

Investment Consultants, Foreign Exchange & Money Transfer services, Life insurance

+23 more

Working hours: 10:00 AM to 07:00 PM

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Gajjar Investments

Mahendra Mill Road, Kalol, 382721

Investment Consultants, Corporate group insurance, Life insurance

+6 more

Sulekha score: 0.1

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Alankit Assignments Ltd.

Mahendra Mill Road, Kalol, 382721

Investment Consultants, Investment consultancy service

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Top investment consultants in Kalol

With many years of experience, the expert investment consultants will be just the thing to help your business. Hiring a good investment consultant in Kalol is like an investment for you. So, browse through our list of top investment consultants and choose the best one who can help you reach your financial goals. Contact our listed investment consultants now and get started on the road to success!

Different types of investments:

Investments can be divided into two main types namely, Traditional and Alternative.

Traditional investments

Investing in well-known products will fall into this category.

Bonds

A Bond is an IOU which is generally used by public and private enterprises to raise a huge amount of money which any financial firm or bank is incapable of lending. These bonds are issued in the public market by the borrowing party and are bought by the lenders for a particular amount of money. Many lenders then join together to lend the required sum of money and the borrowing company is able to arrange capital for its operations as well as growth purposes.

Stocks

Stocks are shares which are issued by the companies and bought by the general public. They offer an avenue for the companies to raise the required funds. Stocks usually entitle a customer’s ownership. Stocks, Shares, and equities all imply the same thing. Shares are the most popular investment avenues in the market. It is because the returns that are offered by stocks are generally higher in comparison to any other financial instrument. However, in order to balance the high returns associated with stocks, the risk associated with them is also quite high.

Small saving schemes

Small savings schemes are another popular savings tool in the market. They can be a great tool for saving money in small amounts. The main idea behind this tool is to encourage the habit of saving to almost all economic sections. Some of the common small savings tools include Sukanya Samriddhi Scheme, Kisan Vikas Patra, EPF (Employees Provident Fund), Personal Provident Fund (PPF), NPS (National Pension Scheme, etc. Almost all small savings schemes are initiated and facilitated by the government of India so as to increase the penetration of savings schemes in the country.

Employees Provident Fund

It is a small savings scheme which is offered by the employer. It includes salaried individuals of both private as well as public organizations. Any company that has a workforce of more than 20 employees must be registered for this scheme. Around 12% amount is deducted from the salary every month and contributed towards the EPF of an employee. This account is maintained by the Employees Provident Fund Organization of India, commonly known as the EPFO. The amount which is deposited in EPF is eligible for tax exemption as per section 80C of the Income Tax Act.

National Pension Scheme

It is one of the most popular investment schemes for ensuring a regular pension to the individuals working in both private as well as public sectors. NPS is given to individuals either as corporate perks or can be availed by the individuals on their own. The amount set for NPS is eligible for tax rebate. The scheme allows withdrawal of the deposited amount only after the account holder reaches 60 years of age. The amount withdrawn on maturity is completely tax-free.

Mutual Funds

Mutual funds are professionally managed in different securities. These mutual funds can be of different types based on the types of securities which they invest in. Some of the popular mutual funds are balanced funds, open-ended funds, stock funds, etc. These funds are classified according to their percentage allocation in different securities.

Fixed Deposits

As the name indicates, these are financial instruments which are one of the safest ways to save money. These deposits are not active investment tools, but they are rather a passive way to save and get returns. A fixed sum of money is kept aside with a financial firm for some fixed number of duration. In turn, some interest is earned on this money which differs with the deposit duration and also with the banking entity.

Real Estate

Property rates are rising with every passing day and have made real estate a great investment avenue for the investors. Purchasing, selling, and leasing of property can offer you significant returns. With increasing urbanization, real estate rates in major cities like Delhi, Chennai, etc. are skyrocketing. This has made these places hot hubs for real estate investors. Most of the investors take financial aid from banks to invest in real estate and then sell or lease the same property to get returns offered due to an increase in the price of the property.

Alternative Investments

Alternative Investments are those which are not regular investments such as stocks, bonds, etc. These kinds of investments are made in order to buy jewellery, precious metals, etc. which are expected to give good returns in the future. Also, another distinctive feature of alternative investments is its low liquidity and minimum investment limits.

Hedge Funds

Hedge funds invest in both financial derivatives as well as publicly traded securities. They are a popular alternative investment tool due to their high leverage and high returns. These funds are characterized by high fees and low liquidity. The managers of hedge funds usually have some personal stake in the fund.

Private Equity

Private equity trades in shares of a company which is not publicly listed and whose shares are not available in the stock market. Investors employ different strategies to invest in private equity funds.

Venture Capital

Venture Capital is the most popular investment which is currently deployed by investors in the Indian start-ups. Substantial capital is invested in a budding company in return for their stocks of the same. This strategy is based on the ideas that find substance in investing in any new technology that may take the market by storm in the coming time.

Managed Futures

This type of investment is a great tool to provide portfolio diversification. It is a good option to minimize the risk and maximize the returns. Generally, managed future accounts have sufficient exposure to different markets including agriculture, commodities, currency and more.

Structured Products

Structured products combine two or more different financial instruments to create a packaged investment strategy. Mostly, the derivatives are combined with securities and other kinds of derivatives. These structured products have a fixed date of maturity like bonds.

Collectible items

Collection of artifacts which have a substantial value is one of the most difficult types of alternative investment. This needs a good knowledge of the articles. Mostly, collectibles such as stamps, jewellery, artworks, etc. The value of artifacts is usually expected to increase and keep pace with inflation. Hence, collectibles make a good form of alternative investment.

Investment Consultants in Kalol

What service do you require?

Top Investment Advisors as on Apr 26, 2024

Nilesh Jogi Investment Consultant

BTW Financial Services & IMF Private Limited

Rational Investments

Gaurav Raval,

Youwin Investment Services

Moneylok Associates

BharatSIP

Mahindra Finance in Kalol Gandhi Road

Gajjar Investments

Alankit Assignments Ltd.

Top investment consultants in Kalol

Different types of investments:

Bonds

Stocks

Small saving schemes

Employees Provident Fund

National Pension Scheme

Mutual Funds

Fixed Deposits

Real Estate

Alternative Investments

Hedge Funds

Private Equity

Venture Capital

Managed Futures

Structured Products

Collectible items

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