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We help you understand various mutual fund schemes by making clear a lot of parameters associated with it; For example, objective of the scheme, fund category, expense ratio, performance against benchmark and peers, AMC track record, Fund manager’s experience, exit load of scheme etc. and give you enough satisfactory information such that you become confident enough to choose the best scheme for yourself. We also make you familiar with various life insurance schemes and help you to choose the best retirement plans, child’s future plans and tax saving plans. We do not believe in Product selling and focus on helping you understand asset allocation techniques such that it suits your current financial situation, future requirements and your risk appetite.
Retirement planning is the process of planning and managing your short and long-term finances to help achieve your financial dreams both during your working years and retired life.
Parents are always worried about their child’s future. And why shouldn’t they be worried, after all saving money for retirement and child’s future are the two most for retirement...
Insurance planning is simply protecting yourself, your family and loved ones, your home, your assets, or your business against unexpected events to ease financial...
Tax planning is the analysis of one’s financial situation from a tax efficiency point of view so as to plan one’s finances in the most optimized manner. Tax planning allows...
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I have been investing since 2011 at Nilkanth investments. Mr. Chetan Jani – SEBI registered MFD has helped me a lot to understand various mutual fund schemes and other investment instruments. Therefore I am myself taking investment decisions and I am investing in Mutual Funds (Both Equity and Debt), Life Insurance, Bonds and Corporate Fixed …
Continue reading “Kalpesh Shah”
Hanumant Hospital , Mahuva
Ass. Manager / Accounts & Admin
Before starting my journey at Nilkanth Investment, I was only aware about the regular Investment options only like PPF, Gold, Kisan Vikas Patra or Bank FD. Mr. Chetan Jani – SEBI registered MFD, made me aware about various other investment instruments. I am now able to understand that financial independence can be achieved only after …
Continue reading “Himanshu Vyas”
Area Sales Manager, Komet Precision Tools India Pvt Ltd
Mr. Chetan is a SEBI registered Mutual Fund Distributor. In the early days of my career, he shared with me an important lesson of financial life – “It does not matter how much you earn but the only important thing is how much you save and through which route can make you a wealthy person …
Continue reading “Altaf Langda”
Assistant professor at Smt. K.B. Parekh College of computer science
