Empowering your journey to financial success
with every milestone achieved.
Insurance planning
Investment planning
Life Insurance
Health Insurance
Disability Insurance
Motor Insurance
Home Insurance
Travel Insurance
Carrying insurance is crucial, but the most important aspect is carrying the appropriate type of insurance. Each person has different insurance needs tied to his/her unique situation, age, health, family structure, economic status, possessions, assets, and many other factors.
Thoughtful insurance planning helps mitigate the risks you can’t foresee or those that you are unable to plan around.
Primary Functions
- Provision Of Certainity Of Payment At The Time Of Loss.
- Provision Of Protection
- Risk Sharing
Secondary Functions
- Prevention Of Loss
- Provision Of Capital
- Improvement Of Efficiency
- Ensuring Welfare Of The Society
Monitor and adapt to changes
Determine asset allocation
Personalize investment
Our Approach
Over the course of your lifetime you will experience many personal and financial changes. As these changes occur, it is important that you are prepared to meet them with adequate insurance planning.
This is why you need Future Savings for your insurance planning!
They say that some things are better to have BEFORE the need is felt – even if they are NEVER ever used. Insurance Planning is one of those things, rather than seeing insurance as an “expense,” most people experience it as peace of mind. That’s the essence of our insurance planning service.
Get in touch with us today to know how you can create your customised Insurance plans, be it Life Insurance or Health Insurance. (Hospitalisation, Personal Accident, Critical Illness, Disability etc) or Non-Life Insurance (Travel, Vehicle, Property, Professional Indemnity etc).
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.
Start Investing Wisely
Insurance Planning helps ensure your family’s stability in uncertain times.
Our Company
Product & Services
Quick Links
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
Copyright © 2025 Future Savings.. All Rights Reserved.
Developed by Best Advertising Agency
