Empowering your journey to financial success
with every milestone achieved.
Mutual Funds
Investment planning
Setting Investment Goals
Risk Profiling
Monitoring the portfolio
Selecting Specific Investments
Designing Investment Portfolio
Rebalancing portfolio
Gone are the days when it meant having enough to tide over one’s personal needs without really having to struggle. Financial independence is a primary part of our complex lives. In the current environment, due to various reasons like a fast-paced life, job insecurities and high inflation rates, being financially competent in the present as well as the future has become a prime focus for every individual.
Monitor and adapt to changes
Determine asset allocation
Personalize investment
Our Approach
We at Future Savings, help people realise their financial goals by understanding their unique needs and offering them clear financial advice while educating about all the available options for investment
A dedicated financial planning guide, that provides precise advice on goal-based investment plans, risk-profiling & asset allocation and other major financial assistance with a tech-savvy approach.
We are the provider of smart advisory and investment services online to facilitate wealth creation. Get in touch with us today to know how you can create your customised Investment plans.
We specialise in Mutual Funds, Equity, Fixed Deposits, Corporate Deposits, ETF & Bonds.
Non-resident Indians who have / intend to have investments in India
- Monitor record and periodically report on investments
- Facilitate acquisition / sale / lease of property
- Facilitate repatriation of sale proceeds/income from investment and real estate complete banking and other regulatory formalities
- Portfolio accounting and taxation
Non-resident Indians who inherit assets in India
Facilitate the clearance from Reserve Bank of India (RBI) and other regulatory authorities for NRIs who inherit assets in the form of investments, property etc in India and may want to either liquidate and repatriate the sale proceeds or manage the same in the most tax efficient manner.
Non-resident Indians / Non-residents who have / intend to set up a business in India
- Develop an entry strategy and a financial model
- Incorporation of company in India
- Arrange for complete set of regulatory approvals
- Organise office infrastructure and manpower during the “in-transit period” of the startup
- Operate as a representative office
Returning NRI
- Facilitate clearance from RBI under FEMA, to continue to hold assets outside India
- Facilitate re-investment of sale proceeds of assets acquired outside India
- Plan residential status under FEMA and Income tax
- Plan tax liability in India
- Investment and business consultancy in India
Emigrating Indian / NRI
- Obtain clearance from RBI under FEMA, to continue to hold certain assets in India
- Facilitate repatriation of sale proceeds and income of assets held in India
- Plan his tax liability in India Monitor, record and report on his investments in India
Retirement Planning
Planning your investments
Defining the goals, Establishing risk appetite, Reviewing existing investments
Building Portfolio
Asset allocation, Portfolio construction aligned to your goals, Selecting best fund manager, investment ideas and insurance plans
Hassle free investing
Setting up your investment account, Online/Offline investment execution options
Portfolio Monitoring
Portfolio reports anytime, anywhere, Robust reporting, Investment taxation reporting
Periodic Reviews
Periodic reassessment of goals, Tracking process, Regular review of investment portfolio, Portfolio re-balancing based on valuations
To most, retirement only means that they no longer need to go to work every day. But to the smart few, it’s an opportunity to live life to its fullest and without bounds. But you should be aware of the challenges while planning for your retirement.
Increased Life expectancy
Reduction in working span
Medical Expenses
Our Approach
At Future Savings, we believe that managing money is a long-term endeavour, you need someone to walk with you each step of the way, helping you navigate the financial landscape. The money decisions you make today lay the foundation for a successful lifetime and legacy.
With years of experience of working with hundreds of clients and a thorough knowledge of the current market scenario, we create plans with your unique situation in mind. Get in touch with us today to know how you can create your customised retirement plans.
For a safe and happy retirement life, we advise our clients to focus on the NPS & Annuity Schemes.
Mutual Funds - FAQs
What is Mutual Fund & How does it work ?
Mutual Fund is the kind of investment that pools money of several investors and invests them in stocks, bonds, money market instruments and other types of securities ) & With an example of Imagine a SALAD ( IMAGE OF SALAD with CHEF & Customers )
- Ingredients (Stocks, Bonds, etc.): The salad bar has a variety of ingredients—lettuce, tomatoes, cucumbers, croutons, etc. In the mutual fund world, these represent the different assets the fund invests in, such as stocks, bonds, or other securities.
- Fund Manager (Chef): The mutual fund has a professional fund manager, like the chef who carefully selects and arranges the salad bar. Their job is to mix and match the ingredients (assets) in a way that aligns with the fund’s goals—whether that’s growth, income, or balance.
- Investor (Customer): As an investor, you are like a customer at the salad bar. Instead of buying the ingredients separately (individual stocks or bonds), you pay a set price to access a mix of everything the chef (fund manager) has prepared.
- Diversification (Variety): Just as a salad bar offers a variety of ingredients to create a balanced meal, a mutual fund provides diversification. This means your investment is spread across multiple assets, reducing the risk of putting all your money in one place.
- Fees (Cost per Plate): To enjoy the salad bar, you pay a small fee. Similarly, mutual funds charge fees to cover the cost of managing the investments.
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AMFI Registered Mutual Fund Distributor | ARN- 265639
Disclaimer:– Mutual fund investments are subject to market risks. Please read the scheme information and other scheme related documents carefully before investing. Past performance is not indicative of future returns and future performance. Always Consider your specific investment requirements before choosing a fund, or designing a portfolio allocation that suits your needs. Investments in equity shares, debentures, etc., are not obligations of, or not guaranteed by – Future Savings
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