PRATIK DESAI

WEALTH ADVISOR

Wealth Advisor

Investment Hub


QR Code

Our Services

MUTUAL FUND
MUTUAL FUND

Mutual Funds are an indirect way of taking exposure to the Indian equity market. Currently there are around 42 Mutual Fund Service provider in India which is termed as AMC’s. This 42 AMC are having different kind of fund with different fundamental attributes. Investment HUB will help you in selecting the best suitable fund from this big universe of around 4000 funds. We will select fund according to your need and without any business. Investment into mutual Funds is hassle free and very comprehensive. Any kind of services which are required to invest will be carried out by our Financial Advisor. Detailed Mutual Fund Statement, Timely portfolio discussion, timely switches of non performing funds- are key variables of our visionary services.

Life Insurance
Life Insurance

Why you should buy Life Insurance: Dying too soon is not only a problem , but also Living too long... because both conditions will require money. To ensure that your immediate family has some financial support in the event of your demise To finance your children’s education and other needs To have a savings plan for the future so that you have a constant source of income after retirement To ensure that you have extra income when your earnings are reduced due to serious illness or accident To provide for other financial contingencies and life style requirements

Health Insurance
Health Insurance

A health insurance plan that covers critical illness means you can insure yourself against the risk of serious illness in much the same way as you insure your car and your house. It will give you the same security of knowing that a guaranteed cash amount will be paid if the unexpected happens and you are diagnosed with a critical illness.

General/Motor Insurance
General/Motor Insurance

Motor Insurance or vehicle Insurance is all about protecting against financial losses arising out of vehicle usage. With the multifold rise in usage of four wheelers, motor Insurance is also termed as Car Insurance. Car Insurance is one of the most common types of general insurance products.

Postal Investments
Postal Investments

Recurring Deposit Account Any individual (a single adult or two adults jointly) can open an account. Advance Deposits earn rebate. Four defaults are allowed. Rate of interest 8.0 %, Senior citizens 8.70% Defaults can be paid within two months. Partial withdrawal facility available. Premature closure allowed after three years. Pay Roll Savings Scheme is also available for employees of various Establishments. safe and sure way to get a regular monthly income. Specially suited for retired employees/ Senior Citizens or any one with high sum for investment. Rate of interest 8.0%., Senior citizen 8.70% Maturity Period – Five Years. No Bonus on Maturity w.e.f. 01.01.2011. Auto credit facility to SB Account.

CAPITAL MARKET INVESTMENTS
CAPITAL MARKET INVESTMENTS

WORK FOR BONDS, CORPORATE DEPOSITS, ALTERNATE INVESTMENT FUNDS(AIF), PORTFOLIO MANAGEMENT SERVICES(PMS), UNLISTED SECURITIES

Business Hours

Monday
10:00 AM - 05:00 PM
Tuesday
10:00 AM - 05:00 PM
Wednesday
10:00 AM - 05:00 PM
Thursday
10:00 AM - 05:00 PM
Friday
10:00 AM - 05:00 PM
Saturday
10:00 AM - 05:00 PM
Sunday
Closed

Make an Appointment

Inquiries