SohamCapigrow
  • 09638394693
  • patel.sohamconsultancy@prudentconnect.com

WELCOME TO SOHAM CAPIGROW LET YOUR MONEY EARN…

(Individual Financial Freedom Planner)

By doing financial freedom planning one can achieve more wealth for himself, protect his family from any financial disasters, and give a peace of mind to get alright financially.

Our Process: Focus on You : We can help eliminate the guesswork with achieving your short and long-term goals, make financial decisions so you can be confident that your financial plan will support the goals and dreams that matter most to you. 

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WHAT WE OFFER

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

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Insurance Portfolio

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk

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Tax Fundamentals

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

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Mutual Fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

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Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

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Retirement Planning

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.

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