Saumitra Trivedi

Saumitra Trivedi " People do not plan to fail, but they fail to plan" .

As an Investment Counsel I try to give PEACE OF MIND to my clients by doing their Financial Planning and Investment Management.

An emergency fund is a pool of money specifically created to help you take care of sudden and unforeseen expenses.
21/04/2020

An emergency fund is a pool of money specifically created to help you take care of sudden and unforeseen expenses.

Each Investment vehicle has different features. Before investing, check whether they are in line with your requirements.
18/04/2020

Each Investment vehicle has different features. Before investing, check whether they are in line with your requirements.

Balanced Advantage Funds come with the advantage of dynamic allocation between equity and debt. In addition, they also t...
30/03/2020

Balanced Advantage Funds come with the advantage of dynamic allocation between equity and debt. In addition, they also tend to have a lower risk than pure equity funds, with the potential to give higher returns than pure debt funds.

Balanced Advantage Funds are mutual funds that invest money across asset classes, including a mix of low- to medium-risk...
28/03/2020

Balanced Advantage Funds are mutual funds that invest money across asset classes, including a mix of low- to medium-risk stocks, bonds, and other securities.

It is not about how much you earn, but how much you save.
22/03/2020

It is not about how much you earn, but how much you save.

You maybe already saving and investing for your retirement. The bonus is a good opportunity to boost your corpus for ret...
20/03/2020

You maybe already saving and investing for your retirement. The bonus is a good opportunity to boost your corpus for retirement.

Create your future corpus, by investing your bonus in Mutual Funds and aim to achieve your long-term financial goals.
19/03/2020

Create your future corpus, by investing your bonus in Mutual Funds and aim to achieve your long-term financial goals.

Wishing you and your family, Happy Holi.
10/03/2020

Wishing you and your family, Happy Holi.

To improve consumption, the government may target the revival of sectors that have maximum reach to the consumers.
24/02/2020

To improve consumption, the government may target the revival of sectors that have maximum reach to the consumers.

If you are a moderate investor looking to invest for the long term, you may consider investing in multi-cap mutual fund ...
23/02/2020

If you are a moderate investor looking to invest for the long term, you may consider investing in multi-cap mutual fund schemes. Multi cap mutual funds invest across market capitalizations and sectors and they are considered ideal for regular investors looking to create wealth over a long period.

One of the most effective ways to make money is to make your money work for you.
14/02/2020

One of the most effective ways to make money is to make your money work for you.

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Ahmedabad
380015

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9712900353

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