Our Latest Products All Our Products are Fully Flexible and can be Altered to your Specific Goals and Requirements. Ultimate 3 in 1 Plan 1 Nov 2025 You Pay Just 25000 every month. Enjoy 10 Lakh Health Insurance Cover for your family & 2 Crore Term Insurance for Your Life & Relax. And Get 65 Crore Corpus for Your Retirement Read More 1 Thousand to 1 Crore 1 Nov 2025 Invest Just Rupees 1000 Per Month - Get 1Crore for Your Retirement. Start Today. Read More Dhan Rakshaka Elite Plan 1 Nov 2025 Invest ₹ 50 K / Month Unlock 60 Crores - A life time wealth Plus Life Insurance & Health Insurance Read More Lakshya Legacy Plan - One Time Invetment Life Time Rewards 1 Nov 2025 One Time Payment / Lifetime Rewards - Term Insurance 1 Crore, Family Floater Health Insurance 5 Lakhs, Retirement Pension 5 Lakhs per month (Which Increases by 10% YOY) & about 8 Crore Corpus for yours Loved Ones Read More Double Dhamaka SIP Plan 1 Nov 2025 Invest ₹5,000 every month for 40 years and enjoy *Life Insurance Cover of ₹1 Crore* + *Retirement Corpus of ₹2.5 Crores+*! 🌟 Read More Lakshya 100 Limited Period SIP Plan 1 Nov 2025 Lakshya 100 Limited Period SIP Plan : Unlock Financial Security with Our Smart Investment Plan *Invest ₹ 100000 ( Rupees One Lakh) per Month for 5 Years Only. (Total Investment ₹60,00,000 ( Rupees Sixty Lakh Only)* What you get : 1. Life Insurance Cover of Rs. 10 Crores ( Upto 60 Years Age) (Term Insurance Plan) 2. 1 Crore Family Floater Health Insurance (For 4 Members - 2Adults, 2 Children) 3. Money Back ₹ 50 Lakhs ( on 16th Years of Your Plan) 4. Money Back ₹ 1 Crore (On 21st Year of Your Plan) 5. Money Back ₹ 5 Crore ( On 31st Year of Your Plan) 6. Monthly Pension of ₹ 10 Lakh Upto 100 Age 7. Early Exit Possible any time after Completion of 40 Years in Plan Read More The Future Ready Plan: Invest Smart. Live Secure. Retire Confident. 1 Nov 2025 *Investment Duration* *10 Years Only* (Total Investment ₹30,00,000) |*Monthly SIP* * ₹25,000* *Scheme Period* Up to *55 Years* *Optimum Entry Age* *21 Years to 40 Years* *Self-Funding Security:* Your insurance is paid from an intelligent sub-fund, ensuring your main wealth compounding engine remains uninterrupted. * *Immediate Protection:* Includes *₹3 Crore Life Cover* (Term Insurance) and *₹25 Lakh Family Floater* (Health Insurance) from Day 1. * *Limited Commitment:* Invest for just *10 years*, and reap the projected benefits (Money Backs, Pension, Legacy Corpus) for the next 45+ years. * *Structured Payouts:* Projected payouts at key life stages, including: * *₹25 Lakhs* Money Back 1 (Child’s Education) * *₹25 Lakhs* Money Back 2 (Home Upgrade/Second Child) * *₹1.8 Lakhs/Month* Pension for 25 years (Secure Retirement) * *Death & Exit Flexibility:* Nominee has full flexibility to continue the scheme or withdraw the corpus at any point. Read More

1 Thousand to 1 Crore 1/11/25, 6:30 am Invest Just Rupees 1000 Per Month - Get 1Crore for Your Retirement. Start Today. *Achieve Your Financial Goals with Our ₹1000 SIP Plan! 📈* Invest Just ₹1,000 per month for 33 years (Total investment Just ₹396000) and grow your wealth to ₹1.1 Crores! 🌟 *Suitable For:* - Low Salaried Individuals 🧑💼 - Self-Employed Professionals 🧑⚕️ - Young Investors 🐥 - Young Students 🐥 - Retirement Planning 🛋️ *Benefits:* - *Power of Compounding 🧮*: Watch your money grow exponentially over time! - *Rupee Cost Averaging 📊*: Reduce risk by averaging out market fluctuations. - *Flexibility 🕒*: Invest via SIP, increase/decrease amount, or pause anytime. - *Tax Benefits 💰*: ELSS options available for tax savings under Section 80C. - *Professional Management 👨💼*: Let expert fund managers handle your investments. - *Small Amount, Big Impact 👜*: ₹1,000/month won't strain your pocket, but can build a corpus! - *Creates Financial Discipline 📆*: Regular SIPs instill a habit of saving & investing. *How It Works:* 1. Invest ₹1,000/month via SIP 📆 2. Choose from top-performing equity funds 📈 3. Let your money compound over 33 years ⏳ 4. Target Corpus: ₹1.1 Crores 💸 *Assumptions:* - *Annual Return*: ~15% (based on historical equity fund performance) - *Investment Horizon*: 33 years - *Monthly SIP*: ₹1,000 *Disclaimer:* Mutual funds are subject to market risks. Past performance is not indicative of future results. Please consult your financial advisor before investing. 📝 *Start Your SIP Journey Today! 🚀* Call/WhatsApp: 9820169987 📞 Email: jainjv@yahoo.co.in Previous Next

Double Dhamaka SIP Plan 1/11/25, 6:30 am Invest ₹5,000 every month for 40 years and enjoy *Life Insurance Cover of ₹1 Crore* + *Retirement Corpus of ₹2.5 Crores+*! 🌟 *Secure Your Future with Our Dual-Benefit SIP Plan! 🛡️📈* Invest ₹5,000 every month for 40 years and enjoy *Life Insurance Cover of ₹1 Crore* + *Retirement Corpus of ₹2.5 Crores+*! 🌟 *Suitable For:* - Young Investors (Age 20-30) 🐥 - Salaried Individuals 🧑💼 - Self-Employed Professionals 🧑⚕️ - Planning for Retirement & Family Security 🛋️ *How It Works:* 1. Invest ₹5,000/month via SIP 📆 2. *11 months SIP* → Invested in *Mutual Funds* 📈 3. *12th month* → Term Insurance Premium paid from SIP ₹5,000 + shortfall adjusted from MF gains 💰 4. *Dual Benefits* 🔥: - *Life Cover*: ₹1 Crore term insurance start after 1year, throughout tenure 🛡️(can be extended) - *Retirement Corpus*: ₹2.5 Crores+ after 40 years 📊 *Benefits:* - *Affordable Premiums 💸*: Term insurance paid via SIP – no extra cost! - *Wealth Creation 📈*: 11/12 months invested in equity funds for growth. - *Family Protection 🧑👩👧👦*: ₹1 Crore life cover ensures peace of mind. - *Retirement Readiness 🛋️*: Build a ₹2.5 Crore+ corpus hassle-free. - *Disciplined Investing 📆*: SIP instills saving & investment habits. *Assumptions:* - *Annual Return*: ~15% (based on historical equity fund performance) - *Investment Horizon*: 40 years - *Monthly SIP*: ₹5,000 - *Term Insurance Cover*: ₹1 Crore *Disclaimer:* Investments are subject to market risks. Past performance is not indicative of future results. Ensure suitability with your financial advisor. 📝 Call/WhatsApp: 9820169987 DD SIP 1 Previous Next

Lakshya 100 Limited Period SIP Plan 1/11/25, 6:30 am Lakshya 100 Limited Period SIP Plan : Unlock Financial Security with Our Smart Investment Plan *Invest ₹ 100000 ( Rupees One Lakh) per Month for 5 Years Only. (Total Investment ₹60,00,000 ( Rupees Sixty Lakh Only)* What you get : 1. Life Insurance Cover of Rs. 10 Crores ( Upto 60 Years Age) (Term Insurance Plan) 2. 1 Crore Family Floater Health Insurance (For 4 Members - 2Adults, 2 Children) 3. Money Back ₹ 50 Lakhs ( on 16th Years of Your Plan) 4. Money Back ₹ 1 Crore (On 21st Year of Your Plan) 5. Money Back ₹ 5 Crore ( On 31st Year of Your Plan) 6. Monthly Pension of ₹ 10 Lakh Upto 100 Age 7. Early Exit Possible any time after Completion of 40 Years in Plan Lakshya 100 Limited Period SIP Plan : Unlock Financial Security with Our Smart Investment Plan *Invest ₹ 100000 ( Rupees One Lakh) per Month for 5 Years Only. (Total Investment ₹60,00,000 ( Rupees Sixty Lakh Only)* What you get : 1. Life Insurance Cover of Rs. 10 Crores ( Upto 60 Years Age) (Term Insurance Plan) 2. 1 Crore Family Floater Health Insurance (For 4 Members - 2Adults, 2 Children) 3. Money Back ₹ 50 Lakhs ( on 16th Years of Your Plan) 4. Money Back ₹ 1 Crore (On 21st Year of Your Plan) 5. Money Back ₹ 5 Crore ( On 31st Year of Your Plan) 6. Monthly Pension of ₹ 10 Lakh Upto 100 Age 7. Early Exit Possible any time after Completion of 40 Years in Plan How it Works: Invest ₹10,000 per month in a liquid fund to pay insurance premiums Allocate the remaining amount to various equity funds for potential long-term growth Enjoy the benefits of life insurance (₹10 crore) and health insurance (₹1 crore family floater for 4) *Key Benefits:* 1. No need to look for various Insurance & Investment Producs. You have to remeber only 1 SIP 2. We use 2 bucket Strategy where your funds grows uninterruptedly, while payment of your insurance premium is paid from other bucket. All future increase in Health Insurance Premium are taken care of from your liquid fund gains & other mutual Fund Gains. 3. After payment of SIP for 5 years ( At the top of your career) funds are left in your hand for your other Goals. 4. Money Backs funds your various needs in the Life Journey. 5. Big Retirement Pension secures your Retired Life. 6. Till Your earning age your life is covered with 10 Crore Term Plan which protects your family life style in your absence. 7. When you have a huge corpus, term insurance is useless so it is dicontinued at this age & unnecessary Premium Payments are saved. 8. Sufficient amount of Health Insurance premium increament is already considered in calculations, so your savings are not drained out by medical emergencies. 9. No entry exit load at any point in this plan. You can Exit At any point after completion of 40 years. Projected Returns at various points are as follows : (Considering Entry at 30 Years Age) Age Corpus Money Back Pension Total Returns Net Returns 70 ₹130 crore ₹6.5 crore ₹12 crore ₹31.5 crore ₹30.9 crore 75 ₹120 crore ₹6.5 crore ₹18 crore ₹36.5 crore ₹35.9 crore 80 ₹120 crore ₹6.5 crore ₹24 crore ₹42.5 crore ₹41.9 crore 85 ₹110 crore ₹6.5 crore ₹30 crore ₹47.5 crore ₹46.9 crore 90 ₹100 crore ₹6.5 crore ₹36 crore ₹52.5 crore ₹51.9 crore 95 ₹80 crore ₹6.5 crore ₹42 crore ₹56.5 crore ₹55.9 crore 100 ₹50 crore ₹6.5 crore ₹48 crore ₹59.5 crore ₹58.9 crore *Why Choose Us?* Our investment strategy is designed to provide a balanced mix of growth, protection, and income. By investing in a diversified portfolio of equity funds, we aim to deliver attractive long-term returns while managing risk. *Important Notes / Disclaimers* 1.This is a mutual fund investment strategy, and returns are subject to market fluctuations. 2. The projected returns presented here are calculations based on past performance and are not guaranteed. Actual returns may vary depending on market conditions. 3. Mutual Fund Investments are subject to Market Risk. Read all scheme related Documents carefully & understand all risks & Pron & cons before investing https://www.saiinvestors.com/ Previous Next

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Health Insurance Exclusive Plans Check Various Exclusive Health Plans Here. Click Below Button Check Now FAQ Find Answers of Many Common Questions About Health Insurance Plans See Now Insurance Words Get familiar to many Words/ Terms commonly used in Health Insurance Policies. Learn Now Important Link Link to Insurance Regulatory and Developement Authority of India (IRDAI) Website Go Now HEALTH INSURANCE Helps You In Your Bad Time Family Floater Cover Whole Family Critical Illness Can be Covered Hospitalisation Expenses Covered OPD Expenses are Covered Direct Cash Benefit for Income Loss Pre & Post Hospitalisation Expenses Covered Understanding Health Insurance: A Comprehensive Guide Health insurance is an essential part of managing personal health and finances in today's world. It can often be complex, but understanding the basics can help individuals make informed decisions. In this article, we will explore the meaning of health insurance, its origins, benefits, types, target buyers, ideal ages for purchasing, the relationship between age and premiums, and the perspective that health insurance is more of an investment than an expense. 1. What is the Meaning of Health Insurance? Health insurance is a type of coverage that pays for medical and surgical expenses incurred by the insured. It serves as a financial safety net that can help individuals manage their healthcare costs, which can be overwhelming without insurance. When you buy a health insurance policy, you pay a regular premium to an insurance company. In return, the company agrees to cover certain medical costs, which can include doctor visits, hospital stays, surgeries, and prescription medications. This arrangement helps protect you from high out-of-pocket costs associated with healthcare services. Key Terms to Know: Premium: The amount you pay for your health insurance each month. Deductible: The amount you pay out-of-pocket before your insurance kicks in. Copayment: A fixed fee you pay for specific services, such as a doctor’s visit. Coinsurance: The percentage of costs you pay after reaching your deductible. 2. How & Where Health Insurance Started Health insurance has roots that date back to ancient civilizations. However, the modern concept began in the early 20th century. Early Developments: Bismarck System: The first significant health insurance model was established in Germany in 1883 under Chancellor Otto von Bismarck. This system required employers to contribute to a fund that provided medical benefits to workers. Hospitalization Insurance: In the United States, the idea gained traction during the Great Depression when many people could not afford medical care. In the 1930s, Baylor University Hospital in Texas introduced a plan that allowed teachers to pay a fixed monthly fee for hospital care, effectively creating the first Blue Cross plan. Evolution: After World War II, employer-sponsored health insurance became common, encouraged by government policies that allowed companies to offer benefits without paying additional taxes. This led to the growth of private health insurance and the establishment of programs like Medicare and Medicaid in the 1960s. 3. What Are the Main Benefits of Health Insurance? Having health insurance provides numerous benefits that can significantly impact both health and finances: a. Financial Protection Health insurance can protect you from high medical costs. A serious illness or injury can lead to bills that reach several lac Rupees. Insurance can cover many of these expenses, reducing financial stress. b. Access to Care Insurance typically provides better access to a network of healthcare providers. Insured individuals can often see specialists, undergo necessary tests, and receive treatments more readily than those without insurance. c. Preventive Services Most health insurance plans cover preventive services, such as vaccinations, screenings, and annual check-ups, often at no additional cost. These services can help catch health issues early when they are easier to treat. d. Improved Health Outcomes Studies show that people with health insurance are more likely to seek medical care, adhere to treatment plans, and receive necessary preventive care. This leads to better overall health outcomes. e. Mental Health Support Many health insurance plans also cover mental health services, including therapy and counseling. Access to mental health care is crucial for overall well-being. 4. What Are the Basic Types of Health Insurance? Health insurance can be categorized into several types, each with its own features: a. Employer-Sponsored Insurance Many employers offer health insurance as part of their employee benefits. This is often the most affordable option for individuals because employers usually cover a portion of the premium. b. Individual Health Insurance For those who are self-employed or whose employers do not offer insurance, individual health plans can be purchased directly from an insurance provider. c. Government Programs Ayushyaman Bharat Yojana: Awaz Health Insurance Scheme: Aam Aadami Bima Yojana Bhamashah Swasthya Bima Yojana Central Government Health Scheme Chief Minister's Comprehensive Insurance Scheme Employees State Insurance Scheme d. Short-Term Health Insurance These plans provide temporary coverage and can be a solution for those in transition between jobs or waiting for other coverage to begin. However, they often come with limited benefits. e. Catastrophic Health Insurance (Popularly Known as Top Up Plans) Designed for younger, healthier individuals, catastrophic plans offer lower premiums with high deductibles. They cover essential health benefits after the deductible is met, providing a safety net for serious health issues. 5. Who Should Buy Health Insurance? Health insurance is essential for everyone, but certain groups should prioritize obtaining coverage: a. Families Families with children should consider health insurance to cover pediatric care, vaccinations, and other essential health services. b. Young Adults Young adults entering the workforce may initially feel healthy, but unexpected illnesses or accidents can occur. Purchasing insurance early can be beneficial. c. Individuals with Pre-existing Conditions Those with chronic illnesses should secure health insurance to manage ongoing treatment costs. d. Seniors Older adults typically face higher medical expenses and should prioritize coverage through Medicare or supplemental plans. 6. What is the Best Age for Buying Health Insurance? There’s no one-size-fits-all answer, but there are certain ages when purchasing health insurance can be particularly advantageous: a. Young Adulthood (20s) Many individuals become eligible for coverage under their parents' plans until age 26. This is a great opportunity to secure affordable health insurance. b. Mid-Life (30s-50s) As individuals age, the likelihood of health issues increases. Purchasing insurance during this time can help lock in lower premiums. c. Retirement Age (60 and Older) Individuals should start planning for Medicare and supplemental insurance well before they turn 65 to ensure they have the necessary coverage. 7. Relationship Between Age and Health Insurance Premium The cost of health insurance premiums often increases with age. a. Risk Assessment Insurance companies use risk assessment to determine premiums. As people age, they are more likely to encounter health issues, leading to higher premiums. b. Cost Implications Older adults might find themselves paying significantly more for the same coverage compared to younger individuals. This is why securing insurance at a younger age can lead to long-term savings. 8. "Health Insurance Premium is an Investment Rather than an Expense" Many people view health insurance premiums as just another expense. However, this perspective can be misleading. a. Long-Term Financial Security Investing in health insurance can protect you from devastating medical costs that could deplete savings or lead to debt. By viewing premiums as a necessary investment, you are safeguarding your financial future. b. Health and Well-Being Health insurance promotes a proactive approach to health, enabling individuals to seek necessary care and preventive services without the fear of incurring high costs. This investment in health can lead to a better quality of life. c. Peace of Mind Knowing you have coverage provides peace of mind, allowing you to focus on other aspects of life without the constant worry about healthcare costs. d. Supporting Overall Economy On a larger scale, health insurance contributes to the stability of the healthcare system and economy. When individuals have insurance, they are less likely to rely on emergency services, which can burden public health systems. Conclusion Health insurance is a critical aspect of personal finance and healthcare management. Understanding its meaning, origins, benefits, and types can empower individuals to make informed decisions. Everyone, regardless of age or health status, should consider securing health insurance. It is not just an expense; it is an investment in one’s health and financial future. By prioritizing health insurance, individuals can enjoy greater peace of mind and improved health outcomes. Know More Angel One Limited ( Formerly known as Angel Broking Limited) Registered office : 601,. 6th Floor, Akruti Star, Central Road, MIDC, Andheri East, Mumbai 400093. Tel.080-47480048 . CIN L67120MH1996PLC101709, SEBI Regn.No.: INZ000161534-BSE Cash/F&O/CD (MemberID 612) NSE Cash/F&O/CD (Member ID: 10500) MCX Commodities Derivatives (Member ID : 12685 ) and NCDEX Commodity Derivatives (Member ID: 220) CDSL Regn. No.: IN-DP-384-2018, PMS Regn. No.: INP000008172, AMFI Regn. No.: ARN-77404, PFRDA Registration No. 19092018. Compliance Officer : Mr. Bineet Jha, Tel : (022) 39413940. Email: compliance@angelbroking.com Registration Details : Investments in securities market are subject to market Risk. Read all the related documents carefully before Investing MutualFund Investment Are Subject to Market Risk.Read all The Scheme related Documents Carefully . Disclaimer :

The Future Ready Plan: Invest Smart. Live Secure. Retire Confident. 1/11/25, 6:30 am *Investment Duration* *10 Years Only* (Total Investment ₹30,00,000) |*Monthly SIP* * ₹25,000* *Scheme Period* Up to *55 Years* *Optimum Entry Age* *21 Years to 40 Years* *Self-Funding Security:* Your insurance is paid from an intelligent sub-fund, ensuring your main wealth compounding engine remains uninterrupted. * *Immediate Protection:* Includes *₹3 Crore Life Cover* (Term Insurance) and *₹25 Lakh Family Floater* (Health Insurance) from Day 1. * *Limited Commitment:* Invest for just *10 years*, and reap the projected benefits (Money Backs, Pension, Legacy Corpus) for the next 45+ years. * *Structured Payouts:* Projected payouts at key life stages, including: * *₹25 Lakhs* Money Back 1 (Child’s Education) * *₹25 Lakhs* Money Back 2 (Home Upgrade/Second Child) * *₹1.8 Lakhs/Month* Pension for 25 years (Secure Retirement) * *Death & Exit Flexibility:* Nominee has full flexibility to continue the scheme or withdraw the corpus at any point. # 🚀 The Future Ready Plan: Invest Smart. Live Secure. Retire Confident. *A revolutionary, limited-period Mutual Fund Investment Strategy designed to build generational wealth while providing rock-solid insurance protection from Day 1.* The Future Ready Plan is a strategic, long-term investment roadmap that uses the power of mutual funds, specifically Equity and Liquid Funds, to maximize growth potential while intelligently securing your family's future. It’s an ideal solution planned to reap the best benefits of long-term investing. --- ### Key Features and Mechanics: How It Works This plan implements a **Smart Two-Bucket Strategy** to ensure your protection budget never compromises your long-term wealth growth: * **Bucket 1: The Wealth Engine (₹20,000/Month)** * Allocated to high-growth **Equity Mutual Funds** via a Monthly SIP. * *Why Equity?* With a long scheme period of 55 years, equity exposure helps mitigate risk over time and is expected to deliver superior, inflation-beating returns. * **Bucket 2: The Security Fund (₹5,000/Month)** * Allocated to a **Liquid Fund**. * *How it Works:* This corpus builds up and automatically pays your annual insurance premiums (Term & Health) via a Systematic Withdrawal Plan (SWP). This ensures your protection is secured without touching your main wealth corpus. *Feature | Detail* *Investment Duration* *10 Years Only* (Total Investment ₹30,00,000) |*Monthly SIP* * ₹25,000* *Scheme Period* Up to *55 Years* *Optimum Entry Age* *21 Years to 40 Years* --- ### ✨ Benefits of The Future Ready Plan * *Self-Funding Security:* Your insurance is paid from an intelligent sub-fund, ensuring your main wealth compounding engine remains uninterrupted. * *Immediate Protection:* Includes *₹3 Crore Life Cover* (Term Insurance) and *₹25 Lakh Family Floater* (Health Insurance) from Day 1. * *Limited Commitment:* Invest for just *10 years*, and reap the projected benefits (Money Backs, Pension, Legacy Corpus) for the next 45+ years. * *Structured Payouts:* Projected payouts at key life stages, including: * *₹25 Lakhs* Money Back 1 (Child’s Education) * *₹25 Lakhs* Money Back 2 (Home Upgrade/Second Child) * *₹1.8 Lakhs/Month* Pension for 25 years (Secure Retirement) * *Death & Exit Flexibility:* Nominee has full flexibility to continue the scheme or withdraw the corpus at any point. --- ### 🎯 Who is the Plan Suitable For? This plan is ideal for young and middle-aged professionals (Age 21-40) who: 1. Need *immediate, high-value insurance coverage* for a growing family. 2. Are looking for a disciplined, *long-term wealth creation* vehicle. 3. Prefer a *limited investment commitment period* (10 years). 4. Want a plan that is *easy to manage*, with automated premium payments and structured payouts. --- ### 🌟 Why Choose Sai Investors? We are your trusted partners in financial freedom. Led by *Javerikumar Jain, AMFI Registered MFD (ARN-294464)*, we offer personalized guidance to ensure this powerful strategy is tailored precisely to your specific financial goals and risk profile. --- ### ⚠️ Important Disclaimers *Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.* The returns and projected payouts shown (e.g., ₹25 Lakhs Money Back, ₹1.8 Lakh/Month Pension, ₹10 Lakh+ Corpus) are *illustrative projections only* based on assumed annual returns and are *not guaranteed*. Actual returns may vary significantly based on market performance. --- **Ready to Secure Your Future?** Contact us today to discuss how The Future Ready Plan can be tailored to your specific financial goals. **Sai Investor's Pilot, Javerikumar Jain, AMFI Registered MFD. ARN-294464.** | Mob: 9820169987 | Email: jainjv@yahoo.co.in | Web: [https://www.saiinvestors.com ](https://www.saiinvestors.com ) https://www.saiinvestors.com/ Previous Next

Sai Investor's Pilot , Amfi Registerd Mutual Fund Advisor, Mutual Fund Advisor in India, Investment Advisor in India, Insurance Advisor for Better Financial Future, Set your fianancial Goals, Goal Based Financial Planner, Financial Freedom, Financial Planning for Happy Retirement, Fianancial Planning better future, Our Services are Totally Free WeDo not Charge you a single Penny Start Your Investment Just With ₹500 Per Month Free Consultat Expert Investment Techniques. Safe & Fast Growth Please Fill All the Fields in Details to Craft a Proper Financial Planning First name Last name Email Birthday Day Month Month Year Address* Short answer* Please give Total Number of Family Members Living with You or dependent on you. Number* Please give number of earning members in the family. eg. Father retired but earning something, or getting pension, or wife doing some work at home & earning something Number* Please give number of Non-earning members in the family. eg. Father retired, Children Studing Details of All Family Members Number* Please give age of father if lives with you or you bear his responsiblity Number* Please give age of Mother if lives with you or you bear her responsiblity Number* Please give age of your Spouse. Number* Please give age of your First Child Number* Please give age of your Second Child Number* Please give age of your Third Child Long answer Here please mention what is your plan in near future like buying a car, going on a holiday & how much is the expected cost. What is your long term goals & requirements like Building or Buying a house, Higher education for children, Children Marriages, Planning for your Retirement etc. Your Profession* Choose one Total Monthly Income of Family* Total Monthly Expenses of the Family* Do you have provision for emergency Fund or want to Incorporate in this plan Is there any space to reduce your monthly expenses* Here please let us know that if you can reduce some of your unnecessary expenses like going for movie every week can be reduced to going movie once a month, or avoid unnecessary shopping & save more for investment. Do you have Life insurance, Health Insurance* If you have Life insurance & Health Insurance please give details - Sum Assured, Type of Plan & How much premium monthly or annually is paid Submit Invest Wisely. Invest Safely with our Tailored Financial Plans Consult - Assure - Invest Welcome to S ai I nvestor's P ilot At Sai Investor's Pilot, we strive to empower you in reaching your financial aspirations. With our expertise, we can create a solid plan that prioritizes your family’s future and delivers the safety and security you deserve. Ready to take the first step? Let’s get started! Contact Now For Free Consultation Strart Your SIP Just with ₹500/= Start SIP Protect Future Talk to an Expert OUR SERVICES Mutual Fund Ekdum Sahi Hai Yaaar Whether SIP or lumpsum, you can invest with the right guidance & achieve financial independence. Free Demat Accout With Lot of Added Features Free Demat Account Opening Bimari Se Bhagwan Bachaye Aur Kharche se Health Insurance Protect your savings against medical emergencies with the right solution Jeevan ka Rang Apno Ke Liye Make sure your family is financially secure in your absence. Fix Income Without Worry High Interest Bank Fixed Deposits Sapano Ki Udaan Sai Investor's Pilot Ke Sang Financial Plan Tailored To Your Goal National Pension Scheme Participate in Government National Pension Schme & Save Additional Taxes Corporate Bonds and Fix Deposits Generate Fix Income Irrespective of Market Condition with Minimum Risk Travel Insurance Make Your Tour Safe with Travel Insurance Personalised Services For Your Financial Situation Goal- Based Investment Let Your Money Earn for You. Start a small SIP & See It Working for Your Goal Portfolio Alignment We Regularly Assess & Adjust Your Portfolio to Keep it on Track and beat The Benchmark Return Save Tax Up to₹85,800 A Proper Tax Planning can save You a Good Amount of Tax Which is additional Benefit Start SIP With Our Expert Guidance No Goal IS BIG with a Right Step In Right Direction At Right Time Own Your Home A dream to own a perfect home is not far away with a proper timely planning. Early you plan it, easy you achieve it. Our Team Can Help You Calculate a right plan to turn your dream in to reality Buy A Dream Car A perfect planning with right amount of SIP can Soon buy your dream car. Our team is glad to work out a perfect plan to get it faster. Enjoy Vacation A long-term saving plan does not mean your compromising enjoyment of life. We can Plan some short-term goals for enjoying vacation to your dream destination. Kid's Education We all work hardest to get best for our kids. When it comes to their career and education no compromise is acceptable. With our proper planning, finance will never hamper it. Sweet Retirement After retirement many people face a lot of troubles. But an early and proper planning can turn your retirement a blessing for you. Our team can plan an early retirement also. So you enjoy your old age in exploring and enjoying the world. Children's Wedding With a right financial planning the auspicious function of wedding of your kids will never be felt a burden, but it will be enjoyed like a holly Festival of the family. Our team will help planning it right. Start SIP Today Contact Us Now Calculator to Plan Your Goals SIP Calculator Understand How Your SIP will Generate Wealth Calculate Compound Interest Calculate Compounded Interest with Ease Calculate Lump Sum Calculator See how your Lumpsum Investment will grow over time Calculate Goal Setting Find out the investment amount to reach out your financial goals Calculate Retirement Fund Calculate Investment amount to acheive happy retirement Calculate Education Fund Calculate Investment amount for higher education of your kids Calculate Wondering how a Financial Expert can take your investment to next level? Customized investment solutions Real-time portfolio monitoring New investment ideas Returns that beat benchmark Research-backed fund selection Wealth protection planning All-in-One App 100% Digital. Transparent. Effortless. From the first investment to complete financial independence, experience guidance and growth with one app. Free Consultation WHY CHOOSE US 01 Complete Financial Planning As a AMFI Registered financial advisor, we take pride in our efforts to protecting and enhancing your wealth. Our financial planning services are designed to provide you with peace of mind, knowing that your investments are in caring, experienced hands. Let’s collaborate to create a robust financial strategy that truly cares for your money—maximizing growth while minimizing risk. 02 Good Knowledge of Mutual Fund Navigating the world of mutual funds requires expertise, and that's where we come in. Our approach is rooted in a wealth of experience, ensuring we help you not just check returns but also evaluate the associated risks. Together, we can craft an investment strategy that fits your objectives and gives you peace of mind. Take the first step towards confident investing by reaching out today. 03 We Suggest Right Health Insurance Navigating the world of health insurance can be overwhelming, but with our personalized approach at Suggest Right Health Insurance, you're never alone. We take into account your age, family size, current health status, and even potential future medical costs, crafting a plan that fits your lifestyle and goals perfectly. Reach out today so we can find the right coverage for your family's unique needs. 04 Big Team With Experienced Professionals at our Support We are working with the help of Asset Plus a company with 500+ staff, having many experinced experts on board. So in addition to our expertise we always get full support from their Team. So you never have to worry about any special situation in the market. We can provide you the best solutions after discussing with experts on the board. We are always at your Support What Our Client Say ... Moahmmed Anas Ansari Jain Sahab, Aapka bahut bahut shukriya . Aapse milne ke pahle, fund selection mein mujhe hamesha confusion hota tha. Mai aksar jayada returns dekh kar fund select kar leta tha. Lekin aapke sath kaam shuru karne ke baad, mujhe ekdum rahat mil gayi hai. Aapka fund selection ka approach mujhe bahut impressive laga. Aap long-term growth par focus karte hain, jo ki bahut jaruri hai. Ab mai apna pura samay apani padhai aur anya kamo me lagasakta hu, jo ki bahut hi khushi ki baat hai. Aapke saath baat karne se mujhe hamesha ek nayi urja milti hai , aur kuchh naya sikhane milta hai.Aaapke guidance se mai bahut santushta hu. Mohammed Anas What Our Client Say ... Mansi Ankur Ranawat Dear Mr. Jain, I'm extremely grateful for your expert guidance and timely advice. Your suggestion to invest through STP instead of lumpsum saved me from significant losses, and I'm thankful for your foresight. Your recommendation to start a SIP in gold and silver passive mutual funds has also yielded impressive results, and I'm appreciative of your ability to identify opportunities. I want to commend you on your positive approach to financial planning and problem-solving. Your dedication to finding solutions and willingness to go the extra mile have made a significant impact on my financial journey. Your expertise, combined with your supportive and proactive approach, makes me feel confident and secure in my investments. Thank you for being an exceptional financial advisor and for helping me navigate complex financial decisions with ease Mansi What Our Client Say ... Pravin G. Savala Dear Javeri Bhai, I am a Mutual Investor for a very long time & use to select my funds based on some tips given in bluechip News paper & I was not getting the desired results. But after meeting you I came to know that , actually how to select the right funds. Since working with you my returns are improving, In my previous investment also I applied your system & I am seeing some diffrence in the results. Your goal based approach is really amazing. I am thinking of transfering all my mutual fund investments under you. Further after discussing with you I have decided to shift all my FD investments to mutual funds to earn safe & better returns & save taxes. Everyone deserves a mentor like you. Thanks & all the best. Pravin Savala What Our Client Say ... Mukesh Jain Dear Javeriji , Hum log Mutual Fund ke bare me kuchh nahi Jante the, Invest karna chahte the, lekin hume darr lagta tha. Aapko hum barson se jante the, aap par heme pura vishvas tha isliye hum aapke saath kaam karne ko turant tayyar ho gaye. Lekin baad me aapki service dekh kar hum dang rah gaye. Aapne meri beti ke KYC ke liye jo mehnat ki hai wah haqiqat me prasansha ke yogya hai. Hamare har kaam ke liye aap hamesha itani achhi service dete hain, jisase hame lagata hai ki hamane , bahut sahi vyakti to hamare advisor ke roop me chuna hai. Dhanyavad. Mukesh Jain We work with 40+ AMCs in India! OUR PARTNERS LET'S GET STARTED Don't Wait, Reach Out Now First name* Last name Email Phone* Message Submit Contact Us S ai I nvestor's P ilot Pilot to Your Safe Investment Flight Prop.: Javerikumar Jain Address : Block No. 2, 'C" Wing, Ground Floor, Jain Park, Sheth Motishah Lane, Byculla East, Mumbai 400027. Mobile No. : 9820169987 email : sai.invest.pilot@gmail.com 9820169987 ARN- 294464 S ai I nvestor's P ilot Pilot To Your Safe Investment Flight Prop : Javerikumar Jain ARN : 294464 Address : Block No. 2, C Wing, Ground Floor, Jain Park, Sheth Motishah Lane, Byculla East, Mumbai 400027. Mobile :9820169987 email : sai.invest.pilot@gmail.com 9820169987 MutualFund Investment Are Subject to Market Risk.Read all The Scheme related Documents Carefully . Disclaimer : Investments in securities market are subject to market Risk. Read all the related documents carefully before Investing Angel One Limited ( Formerly known as Angel Broking Limited) Registered office : 601,. 6th Floor, Akruti Star, Central Road, MIDC, Andheri East, Mumbai 400093. Tel.080-47480048 . CIN L67120MH1996PLC101709, SEBI Regn.No.: INZ000161534-BSE Cash/F&O/CD (MemberID 612) NSE Cash/F&O/CD (Member ID: 10500) MCX Commodities Derivatives (Member ID : 12685 ) and NCDEX Commodity Derivatives (Member ID: 220) CDSL Regn. No.: IN-DP-384-2018, PMS Regn. No.: INP000008172, AMFI Regn. No.: ARN-77404, PFRDA Registration No. 19092018. Compliance Officer : Mr. Bineet Jha, Tel : (022) 39413940. Email: compliance@angelbroking.com Registration Details :

Angel One Limited ( Formerly known as Angel Broking Limited) Registered office : 601,. 6th Floor, Akruti Star, Central Road, MIDC, Andheri East, Mumbai 400093. Tel.080-47480048 . CIN L67120MH1996PLC101709, SEBI Regn.No.: INZ000161534-BSE Cash/F&O/CD (MemberID 612) NSE Cash/F&O/CD (Member ID: 10500) MCX Commodities Derivatives (Member ID : 12685 ) and NCDEX Commodity Derivatives (Member ID: 220) CDSL Regn. No.: IN-DP-384-2018, PMS Regn. No.: INP000008172, AMFI Regn. No.: ARN-77404, PFRDA Registration No. 19092018. Compliance Officer : Mr. Bineet Jha, Tel : (022) 39413940. Email: compliance@angelbroking.com Registration Details : Investments in securities market are subject to market Risk. Read all the related documents carefully before Investing MutualFund Investment Are Subject to Market Risk.Read all The Scheme related Documents Carefully . Disclaimer : FIXED DEPOSITS Lock Your Time & Interest Rate Fixed Interest Rate Fixed Time Period Fully Safe & Secure Best for Retirees & Low Risk Appetite Person Understanding Fixed Deposits in India: A Comprehensive Guide Fixed Deposits (FDs) are one of the most popular investment options in India, offering individuals a secure way to save and grow their money. This article delves into the features, options, pros and cons of fixed deposits, and identifies who they are suitable for. What is a Fixed Deposit? A Fixed Deposit is a financial instrument provided by banks and non-banking financial companies (NBFCs) that allows individuals to deposit a lump sum amount for a specified tenure at a fixed interest rate. At the end of the tenure, the principal amount along with the accrued interest is returned to the investor. Features of Fixed Deposits 1. **Fixed Tenure**: FDs come with various tenures ranging from a few days to several years. Common tenures are 7 days to 10 years. 2. **Fixed Interest Rate**: The interest rate on FDs is predetermined and remains constant throughout the investment period. This rate varies based on the tenure and the financial institution. 3. **Safety and Security**: Fixed deposits are considered one of the safest investment options, as they are insured up to ₹5 lakh by the Deposit Insurance and Credit Guarantee Corporation (DICGC). 4. **Loan Against FD**: Investors can avail loans against their FDs, usually up to 90% of the deposit amount, without breaking the FD. 5. **Interest Payment Options**: Interest can be paid monthly, quarterly, half-yearly, annually, or at maturity, depending on the bank's policies. 6. **Premature Withdrawal**: While FDs can be withdrawn before maturity, this usually incurs a penalty, leading to a reduced interest rate. Types of Fixed Deposits 1. **Regular Fixed Deposits**: Standard FDs with a fixed interest rate and tenure. 2. **Tax-saving Fixed Deposits**: These FDs have a lock-in period of 5 years and offer tax deductions under Section 80C of the Income Tax Act. 3. **Senior Citizen Fixed Deposits**: Special FDs with higher interest rates for individuals aged 60 years and above. 4. **Recurring Deposits**: Not exactly an FD, but allows individuals to deposit a fixed amount monthly for a predetermined period, earning interest at FD rates. 5. **NRE/NRO Fixed Deposits**: Designed for Non-Resident Indians (NRIs), these accounts allow for deposits in foreign currency with attractive interest rates. Pros and Cons of Fixed Deposits Pros: **Safety**: Low-risk investment; ideal for conservative investors. **Predictable Returns**: Fixed interest rates provide assured returns. **Flexible Tenures**: Options to choose from short to long-term deposits. **Loan Facility**: Easy access to funds through loans against FDs. **Liquidity**: While premature withdrawal incurs penalties, funds can be accessed if necessary. Cons: **Lower Returns Compared to Equity**: FDs typically offer lower returns than riskier investments like stocks and mutual funds. **Inflation Risk**: Returns may not always outpace inflation, potentially eroding purchasing power. **Taxation**: Interest earned is subject to tax as per the investor’s income tax slab, which may reduce net returns. **Penalties on Early Withdrawal**: Breaking an FD prematurely results in lower interest. Who Should Invest in Fixed Deposits? 1. **Risk-Averse Investors**: Individuals who prefer security over high returns and want a guaranteed income. 2. **Retirees**: Senior citizens looking for stable income during retirement can benefit from FDs, especially senior citizen FDs with higher rates. 3. **Short-term Savers**: Those who want to save for short-term goals, such as education, a wedding, or a vacation, can utilize FDs. 4. **Tax Savers**: Individuals seeking tax deductions can consider tax-saving FDs. 5. **NRI Investors**: Non-resident Indians looking to park their funds in India can opt for NRE/NRO FDs for better returns. Conclusion Fixed Deposits remain a staple in the investment portfolios of many Indians due to their safety and simplicity. While they may not offer the highest returns, they provide peace of mind, making them suitable for risk-averse individuals, retirees, and short-term savers. Understanding the features, types, and implications of FDs can help investors make informed decisions that align with their financial goals. Whether you're looking to grow your savings or secure your retirement, FDs could be a valuable addition to your investment strategy. Know More Open FD A/C

Ultimate 3 in 1 Plan 1/11/25, 6:30 am You Pay Just 25000 every month. Enjoy 10 Lakh Health Insurance Cover for your family & 2 Crore Term Insurance for Your Life & Relax. And Get 65 Crore Corpus for Your Retirement *Introducing the Ultimate 3-in-1 Plan: Health, Life & Wealth! 🌟* Invest ₹25,000 every month for 40 years and unlock: - *Family Health Insurance ₹10 Lacs* (Floater Cover for 4) 🏥 - *Term Insurance ₹2 Crores* 🛡️ - *Retirement Corpus ₹65 Crores+* 📈 You invest just ₹1.2 Crores over 40 years – let your money work wonders! 💰 *How It Works:* 1. *1st SIP ₹25,000* → Health Insurance Premium + Balance in MF 📊 2. *2nd SIP ₹25,000* → Term Insurance Premium + Balance in MF 💸 3. *3rd-12th SIPs* → Fully invested in Mutual Funds 📈 4. *Auto-Adjusted Premiums 🔄*: As health insurance costs rise, premiums paid from MF profits 💡 *Benefits:* - *Comprehensive Coverage 🧑👩👧👦*: Health + Life + Wealth in 1 plan! - *Affordable Premiums 💸*: Paid via SIP – no extra burden! - *Exponential Growth 📊*: ₹1.04 Crores invested → ₹65 Crores+ corpus! - *Peace of Mind 😌*: Family protected with ₹2 Cr Term & ₹10L Health Cover. - *Wealth Creation 🚀*: Let experts grow your money in MF SIPs. *Assumptions:* - *Annual Return*: ~15% (based on historical equity fund performance) - *Investment Horizon*: 40 years - *Monthly SIP*: ₹25,000 - *Health Insurance*: ₹10 Lacs (₹2.5 Lacs/person for 4) - *Term Insurance*: ₹2 Crores *Disclaimer:* Investments are subject to market risks. Past performance is not indicative of future results. Consult your financial advisor. 📝 *Start Your 3-in-1 Journey Today! 🚀* Call/WhatsApp: 9820169987 📞 Email: jainjv@yahoo.co.in 📧 3in1.1 Previous Next

Component of Financial Planning Total Income of The Family Health Insurance of All Family Members Total Expense of The Family Life Insurance of All Earning Members of The Family Short Term Financial Goal Of The Family Long Term Financial Goal Of The Family Existing Loans If Any Retirement Planning of Senior Members Holistic Financial Planning: A Comprehensive Guide In today’s fast-paced world, managing finances can be overwhelming. With the myriad of investment options, retirement plans, and savings accounts available, it's easy to feel lost. This is where **holistic financial planning** comes into play. This approach goes beyond simple budgeting or investment strategies, providing a comprehensive framework to achieve your financial goals. This article will delve into the meaning of holistic financial planning, the factors to consider while creating a plan, and its numerous benefits. What is Holistic Financial Planning? Holistic financial planning is a comprehensive approach to managing your finances that considers all aspects of your financial life. It takes into account your income, expenses, savings, investments, taxes, insurance, retirement plans, and estate planning. Rather than focusing on individual components, holistic financial planning views these elements as interconnected parts of a larger financial picture. Key Components of Holistic Financial Planning 1. Income and Cash Flow Management: Understanding your sources of income and how to manage it effectively. 2. Investment Strategy: Evaluating different investment options and tailoring a strategy that aligns with your financial goals and risk tolerance. 3. Savings and Emergency Funds: Creating a robust savings plan that includes emergency funds to cover unforeseen expenses. 4. Insurance Needs : Assessing the types and amounts of insurance needed to protect against risks. 5. Tax Planning : Implementing strategies to minimize tax liabilities and maximize after-tax income. 6. Retirement Planning : Setting clear retirement goals and establishing a plan to achieve them. 7. Estate Planning : Preparing for the distribution of your assets after death to ensure your wishes are honored and your heirs are taken care of. Factors to Consider While Creating a Holistic Financial Plan Creating a holistic financial plan requires careful consideration of various factors. Here are some key elements to keep in mind: 1. Your Financial Goals Begin by clearly defining your financial goals. These can range from short-term objectives, like buying a car or going on a vacation, to long-term goals, such as purchasing a home or saving for retirement. Consider both tangible goals (like a new house) and intangible goals (like achieving financial independence). 2. Current Financial Situation Evaluate your current financial status. This includes understanding your income, expenses, assets, and liabilities. Create a detailed budget to track your monthly cash flow. Knowing where you stand financially will help you make informed decisions moving forward. 3. Risk Tolerance Risk tolerance refers to your ability and willingness to take financial risks. This will significantly impact your investment choices. Assessing your risk tolerance involves understanding how you react to market fluctuations and how much risk you can comfortably handle without losing sleep. 4. Time Horizon Your time horizon is the period over which you plan to achieve your financial goals. Short-term goals may require more conservative investments, while long-term goals can often tolerate higher risks for potentially greater returns. 5. Tax Implications Tax planning is a crucial aspect of holistic financial planning. Different investments and savings options have varying tax implications. It’s important to structure your investments to minimize taxes and maximize your net returns. 6. Insurance Coverage Evaluate your insurance needs to protect your assets and income. This includes health insurance, life insurance, disability insurance, and property insurance. Adequate coverage can prevent financial hardship in case of unexpected events. 7. Retirement Needs Consider how much money you will need in retirement to maintain your desired lifestyle. This involves estimating future expenses, factoring in inflation, and determining how much you need to save to reach your retirement goals. 8. Estate Planning Think about how you want your assets distributed after your death. Estate planning includes creating wills, setting up trusts, and designating beneficiaries. This is crucial for ensuring your wishes are honored and minimizing estate taxes. Steps to Create a Holistic Financial Plan Creating a holistic financial plan involves several steps. Here’s a structured approach to help you get started: Step 1: Assess Your Current Financial Situation Start with a thorough assessment of your finances. List all sources of income, monthly expenses, debts, and assets. This will provide a clear picture of your financial health and help identify areas for improvement. Step 2: Define Your Financial Goals Write down your short-term and long-term financial goals. Be specific about what you want to achieve and the timelines for each goal. This clarity will guide your planning process. Step 3: Create a Budget Develop a comprehensive budget that accounts for all income and expenses. This will help you manage your cash flow effectively and identify areas where you can save. Step 4: Develop an Investment Strategy Based on your risk tolerance and time horizon, create an investment strategy. Diversify your investments across different asset classes (stocks, bonds, real estate) to mitigate risks. Step 5: Review Insurance Needs Evaluate your current insurance policies and determine if you have adequate coverage. Adjust your policies as necessary to ensure you are protected against potential risks. Step 6: Plan for Retirement Calculate how much you need to save for retirement based on your desired lifestyle. Consider retirement accounts, such as EPF, NPS, or PPF, to maximize savings. Step 7: Address Tax Planning Consult a tax professional to identify strategies that can help you minimize your tax liabilities. This may include tax-efficient investment options or tax-saving accounts. Step 8: Create an Estate Plan Consult an estate planning attorney to help you draft a will, set up trusts, and designate beneficiaries. Ensure that your estate plan reflects your wishes and complies with legal requirements. Step 9: Regularly Review and Adjust Your Plan Financial planning is not a one-time event. Regularly review your financial plan to ensure it remains aligned with your goals and circumstances. Adjust your plan as necessary based on life changes, such as marriage, children, or career changes. Benefits of Holistic Financial Planning Holistic financial planning offers numerous advantages that can significantly improve your financial well-being. Here are some key benefits: 1. Comprehensive Perspective A holistic approach considers all aspects of your financial life, ensuring that every component works together harmoniously. This comprehensive view helps you make better financial decisions and avoid pitfalls. 2. Enhanced Financial Security By assessing your income, expenses, and risks, you can create a robust financial plan that enhances your financial security. This reduces anxiety and provides peace of mind knowing you have a plan in place. 3. Goal Achievement Holistic financial planning focuses on clearly defined goals. This structured approach increases the likelihood of achieving your financial objectives, whether it’s saving for a house, funding education, or retiring comfortably. 4. Tax Efficiency With a focus on tax planning, holistic financial strategies help minimize your tax burden, allowing you to keep more of your hard-earned money and invest it towards your goals. 5. Protection Against Risks By incorporating insurance into your financial plan, you can protect yourself and your family against unforeseen events, reducing the risk of financial setbacks. 6. Adaptability Life is full of changes, and a holistic financial plan is adaptable. Regular reviews allow you to adjust your plan based on changing circumstances, ensuring it remains relevant and effective. 7. Improved Financial Literacy Engaging in holistic financial planning increases your financial literacy. As you learn about different financial concepts, products, and strategies, you become better equipped to make informed decisions. 8. Long-Term Wealth Building A well-structured financial plan lays the foundation for long-term wealth accumulation. By investing wisely and consistently, you can build a secure financial future. Conclusion Holistic financial planning is an invaluable tool for anyone looking to manage their finances effectively. By considering all aspects of your financial life, you can create a comprehensive plan that aligns with your goals and protects your future. From managing cash flow to planning for retirement and estate distribution, a holistic approach ensures that your financial components work together seamlessly. Investing time in creating and maintaining a holistic financial plan will not only enhance your financial security but also empower you to achieve your dreams and aspirations. Whether you’re just starting out in your financial journey or looking to refine your existing plans, adopting a holistic approach can pave the way to a brighter financial future. Know More Proceed For Financial Planning Total Expenses of The Family Retirement Planning Long Term Plans of the Family Angel One Limited ( Formerly known as Angel Broking Limited) Registered office : 601,. 6th Floor, Akruti Star, Central Road, MIDC, Andheri East, Mumbai 400093. Tel.080-47480048 . CIN L67120MH1996PLC101709, SEBI Regn.No.: INZ000161534-BSE Cash/F&O/CD (MemberID 612) NSE Cash/F&O/CD (Member ID: 10500) MCX Commodities Derivatives (Member ID : 12685 ) and NCDEX Commodity Derivatives (Member ID: 220) CDSL Regn. No.: IN-DP-384-2018, PMS Regn. No.: INP000008172, AMFI Regn. No.: ARN-77404, PFRDA Registration No. 19092018. Compliance Officer : Mr. Bineet Jha, Tel : (022) 39413940. Email: compliance@angelbroking.com Registration Details : Investments in securities market are subject to market Risk. Read all the related documents carefully before Investing MutualFund Investment Are Subject to Market Risk.Read all The Scheme related Documents Carefully . Disclaimer :

Please Fill All the Fields in Details to Craft a Proper Financial Planning First name Last name Email Birthday Day Month Month Year Address* Short answer* Please give Total Number of Family Members Living with You or dependent on you. Number* Please give number of earning members in the family. eg. Father retired but earning something, or getting pension, or wife doing some work at home & earning something Number* Please give number of Non-earning members in the family. eg. Father retired, Children Studing Details of All Family Members Number* Please give age of father if lives with you or you bear his responsiblity Number* Please give age of Mother if lives with you or you bear her responsiblity Number* Please give age of your Spouse. Number* Please give age of your First Child Number* Please give age of your Second Child Number* Please give age of your Third Child Long answer Here please mention what is your plan in near future like buying a car, going on a holiday & how much is the expected cost. What is your long term goals & requirements like Building or Buying a house, Higher education for children, Children Marriages, Planning for your Retirement etc. Your Profession* Choose one Total Monthly Income of Family* Total Monthly Expenses of the Family* Do you have provision for emergency Fund or want to Incorporate in this plan Is there any space to reduce your monthly expenses* Here please let us know that if you can reduce some of your unnecessary expenses like going for movie every week can be reduced to going movie once a month, or avoid unnecessary shopping & save more for investment. Do you have Life insurance, Health Insurance* If you have Life insurance & Health Insurance please give details - Sum Assured, Type of Plan & How much premium monthly or annually is paid Submit Lets Start Financial Planning Starting of A New Life Happy Family Earning Member Pass Away Payment Received from Life Insurance Financial Worries Are Over