Welcome to Beyond Money

Services

 

It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients.

 

Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial life planning has never been more important and critical.

 

The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.

 

We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term. Client Loyalty is extremely important to us.

 

 Services offered:

 

  • Total Financial Life Planning
  • Need Based Financial Planning
  • Equity
  • Mutual Funds
  • Life Insurance
  • Non-Life Insurance
  • Pension schemes
  • Debentures & FD’s of all leading companies
  • IPO’s

Joydeep Sen If there is an open-ended bond fund that is passively managed with maturity roll-down, investors may opt for it to gradually reduce interest rate risk
Fri, 22 Jun 2018 09:54:53 +0530


How you can help your parents sort their investments systematically Your parents have done their best to secure your future and well-being at every step of the way. It is time you take responsibility for their future wellbeing too.
Thu, 21 Jun 2018 09:51:57 +0530


4 important tips to make the most of close-ended mutual funds Close-ended mutual funds do not have any track record and aren’t open to investors post their initial offer period
Tue, 12 Jun 2018 08:21:17 +0530


How to fund your child’s education through mutual fund SIPs When parents start investing early through SIPs, they allow more time for their corpus to grow. Also, monthly outgo in the form of SIPs is lower than those investing late for the same amount of corpus
Wed, 23 May 2018 08:41:14 +0530

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