Having an adequate product basket across different asset classes and risk profiles is very crucial to offer holistic, unbiased and need-based solutions or strategies to clients. We take pride in providing our clients with a rich basket of growing financial & non-financial products.
NJ E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service, you can enjoy some huge, tangible benefits.You can do error-free transactions easily in a cost-effective manner – any time, anywhere, without any hassles and worries.
We offer a seamless transaction facility and unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.
- Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
- SIP and STP registration
- NFO – Purchase, Switch and SIP Registration
- Equity Stock SIP registration
- Equity IPOs and Debt IPOs Application
- Comprehensive reports
What's more, we offer multiple modes of doing transactions
NJ Mutual Funds Automated Portfolio Rebalancing System (MARS)
One of the key challenges of managing a portfolio is to regularly monitor and adjust the portfolio as per the risk profile and in line with market movements. However, most advisors fail to do so as it involves making multiple transactions frequently in a time-bound manner. We have a unique offering for our NJ E-Wealth A/c clients called ‘MARS’ that effectively answers this problem.
MARS is a technology-powered tool that helps in managing asset allocation through periodic rebalancing of the portfolio that involves a research & logic-driven scheme selection process. With two broad asset allocation offerings – Dynamic & Fixed, MARS is the answer to client worries about portfolio management.
As a finance professional, handling and managing the hard-earned money and the dreams of investors, also brings with it an
Start Up Funding
Join Sahayak today and allow us to help you plan and tread cautiously and steadily in this nimble ambiguous whirlpool of life. Planning is not just for businesses but also for your personal life and the inevitable responsibilities that come along with having a family.
Need Assessment & Goal Planning
The aim behind conducting a need assessment and goal planning is to ensure that your financial plan is geared towards your current and future needs. The process will help you identify the hidden needs that may mount up in the future if not planned for today.
“Being a parent is learning about the strengths you didn’t know you had; and dealing with fears you didn’t know existed.”
- Linda Wooten
The deftness of life today makes it much harder to keep up with the financial requirements of having a child. Financial fears of having children is biggest amongst today’s wage-based generation. Acknowledge the fears you are not aware of, today, and allow your children to have a happy and financially secure future tomorrow.
Allow Mr. Sahayak to help you build a financially secure future for your child. Start investing today and build a sufficient corpus for your child’s education and other financial needs. The power of compounding will allow your child to be financially independent even before they step out in the real world.
“Retirement is not the end of the road. It is the beginning of the open highway.”
With years spent on making a career and working to build a life, allow us at Sahayak to take the driver’s seat while you sit back and enjoy the rest of the ride.
At Sahayak, we offer assistance with Retirement planning, structure your portfolio to optimise your investments and offer you the best risk adjusted returns, enough liquidity and ensure that your portfolio outlives your spouse and you and leave a legacy for your heirs through our aggressive strategies in the ‘Accumulation stage’ during pre-retirement and moderate strategies during the ‘Distribution Stage’ of Post Retirement.
We also assist you in managing your debt obligations if any, providing adequate health and other insurance coverage and fulfilling all statutory and tax obligations.
Our constant endeavour is to safeguard and compound your life’s earnings so that the only thing you need to do is to enjoy your retirement in peace.
Estate Planning, Will Writing And Will Executive Services
At Sahayak, our team help you examine your financial needs and assets in order to make sure that all financial and other records are well documented (FIDOK Services), your heirs are provided for as per your wishes in the best possible way, including lifetime planning as well as disposition of property and bequest of assets to heirs after demise.
Essentially, This service involves the following steps:
- Documentation of all Financial Records and verification of nominations etc.
- Discussions regarding nomination and allocation of assets to Legal Heirs, other beneficiaries, Charity and Philanthropic activities for the legacy to continue
- Writing and registration of the Will document.
- Creation of Trusts, endowments etc. for carrying out the wishes and legacy
- Will Execution post demise including Will reading, Probate, filing of tax returns and fulfilling tax obligations and handing over the residual assets as per will document to the legal heirs.
Allow Mr. Sahayak to offer you effective tax consultancy and help you save your earnings with optimal tax planning solutions. After carefully analysing your financial situation, our experts will devise a personalised strategy that will help reduce your tax liability and efficiently use all available and possible tax credits and deductions. We also assist you in filing timely tax returns.
With the onset of Covid-19, financial security has now become the top-most priority of people today. The ambiguity and uncertainty in both work and life, now requires utmost financial security and insurance coverage not only of your health, life but also all the assets so that the loved ones are taken care of in case of any eventuality.
At Sahayak, we offer you Insurance related services including due diligence, scientific calculation of the coverage required, understanding the contract language along with identification, assessment, and risk coverage at optimal costs with automated renewal procedures.
Home Purchase Consultancy
Buying a house can be an amazing experience, but it can also be a daunting one. In consideration with the financial aspect of a home purchase, Sahayak brings you the opportunity to get expert advice on the topic. Our home purchase consultant will assist you with handling the finances and offer you specialised advice on how you can buy your dream home. Get assistance on Financial Planning for a home loan, assessment of your financial position in line with a home purchase, Home Loans, and different ways to finance your dream home.
- Personal Accident
- Building Insurance
- Group Health Insurance
- Group Personal Accident
- Public Liability Insurance
- Workmen Compensation Insurance
- Professional Indemnity
- Director & Officer Liability
- Executive Liability
- Home Loans
- Personal Loans
- Business Loans
- Consumer Loans
- Family Office
- Family Constitution and Governance Guidelines
- Asset & Life Protection
- Investment services
- Investment Committee
- Investment Objectives and Guidelines
- Dos & Don'ts
- Asset allocation
- Family Lifestyle Services
- Next Gen Mentoring
- Succession Planning
- Arbitration & Conflict Resolution
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