Mulund, Mumbai

India

+91 22 6107 4545

+91 90049 36663
SEBI registered investment advisor (INA000004401), Mulund, Mumbai.
16th August 2017

Mulund, Mumbai

India

+91 22 6107 4545

+91 90049 36663

GENERAL SERVICES

Manek's approaches to financial planning

Manek offers Financial Planning services for all age groups and income levels. We believe, Financial Planning is the only secret sauce of becoming wealthy predictably.

In today’s market volatility, no investment product can guarantee a long term wealth creation. Depending upon the nature of the investment instrument and effects of economic and political factors on it, the expected outcome changes from time to time. Gone are the days when we could have invested in one scheme and stay happy. Continuous monitoring, calculating effects of macroeconomic parameters on own investments, shifting funds as per changes in market conditions, and maintaining certain disciplines increase predictability of investment outcomes. Otherwise, an investment that looks great at present may not give you good returns when you need it.

Manek uses advanced tools, data and knowledge to make outcome of investments much more predictable. It is like steering a boat through turbulent waters. We try to make things as much scientific and easily manageable as possible. We believe, there are four clear cohorts for the financial planning services – young adults (20 – 35 years old), peak earners (36 – 55 years old), seniors (55 + years) and individuals in crisis. We have created four distinctive and purposeful approaches to planning based on the needs of each group. These are not ‘one item fits all’ kind of plans. These are planning philosophies tied to life needs of these cohorts and focussed on making them wealthy, predictably.

We would love to meet you face to face and explain this service and its amazing benefits.

Modules covered in Financial Planning:

  1. Risk Profiling
  2. Risk Management
  3. Goal Based Investment Advisory
  4. Taxation Planning
  5. Asset Allocation review & Net-worth Analysis
  6. Budgeting & Cash Flow Management
  7. Life Cash Flow
  8. One year action plan
  9. Product Selection & Recommendation
Investment & Insurance

‘We hunt on your behalf’

Manek is a one-stop-shop for financial planning and execution. It is not compulsory that you will have to work with us on both directions.

You may use us for:
a) Planning and execution,
b) Planning only, or,
c) Purchase of investment and insurance products only.

Whichever way you decide to work with us, our specialists will hunt for best schemes and deals on your behalf, every time. That is why some of our clients are with us for the last forty years. Be rest assured, you will have a flawless investment services backend for yourself while working with Manek.

Products we deal in:

Insurance, Mutual Funds, Equity & Derivatives, Currency, Commodities, Portfolio Management Services, Real Estate, Fixed Deposits & Bonds.

Stock trading facility at Manek

Stock Trading in India, as in advanced economies, has evolved from a largely speculative investment method to a scientific risk-managed investment avenue. Access to information in real time has caused this shift. Technology has also made continuous monitoring and execution of orders very easy for the investor himself. That is why, today, we find an average investor dabbling not only in stocks, but also in futures, debts, commodities, derivatives, and currencies. Manek has taken special care in reaching technology and knowledge within the reach of all investors.

We have the terminal and very experienced specialists to execute your stock trading orders at a lightning speed. We may also connect you to suitable research experts for your stocks.

The stock market has become so volatile these days that speed of flawless execution decides the amount of win. Either one must become a full timer in this or he should work with Manek.

Services for NRI's and foreign nationals

‘Leave your compliance worries to us’

NRI’s (non-resident Indians) and citizens of other countries can invest in India with varied levels of regulation. The governing laws are on either sides – in India as well as in the countries of residence. In some cases these laws are very tricky. That is why such investors require proper handholding for compliance issues. Otherwise the process of investment is very much the same for Indians and non-residents.

If you are interested in investing in India as an individual, please do let us know. We can take you through all the compliance needs. If you still feel that you need handholding we would love to offer our services.

SPECIALISED PLANNING SERVICES

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