Empowering your journey to financial success
with every milestone achieved.
Financial planning
Investment planning
Assess Your Financial Situation
Create a Budget
Set Your Financial Goals
Know Your Risk Tolerance
Work Out & Implement basic Financial Plan
Regularly Review & Adjust
A good financial plan acts as a guide as you go through life’s journey, it is a step-by-step approach to meet yours and your family life goals. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
Assess the business environment
Confirm your vision and objectives
Identify the types of resources needed to achieve these objectives
Summarize the costs to create a budget
Identify any risks and issues with the budget set.
Our Approach
In life, making those decisions on your investments or expenses are scary and yet, unavoidable. An average Indian loses at least INR 1 Crore by making the wrong financial decisions during their lifetime.
This is where Future Savings comes in to take care of your financial
decisions so that you can live a life that you always wanted.
We cater to a diverse client base of domestic, NRI and institutional clients. We have a strong management team with deep experience in the area of risk management, focussed on wealth creation in the long run.
Get Expert Financial Advice. Become Wealthy The Right Way
Get in touch with us today to know how you can create your customised Financial plans.
Financial Pyramid
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.
Our Company
Product & Services
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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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