Investment Advisory

Investment Planning is the process of placing funds into the proper investment vehicles based on the investor’s future goals, timehorizon, andpriorities. This also takes into account the safety of the investments as well as liquidity and level of return. Proper investment planning will allow the investor’s funds to produce financial rewards over time

We,CLIENTZONE, assist in managing the client’s money and investments and planning financial security by offering advice on investments in,

Bank Fixed Deposits [FD]
Post Office Saving Scheme
Pension Schemes
Bonds & Debentures
Mutual Funds/ SIP
Unit Linked Insurance Plans
Equity Shares

We regularly updates our esteemed clients on continuous basis the new products which may fetch more than normal returns so that the client can have edge as compared to their peers.

Our services

Choosing Investment Option - We helps in finding out the right investment option like Mutual Fund,Bonds,FD etc.

Private Wealth Management - Formulating a risk-free plan by taking into consideration your investment horizon, long terms income requirements, risk tolerance capability , tax benefits and liquidity needs.

Assets Allocation & Management - Asset allocation involves dividing an investment portfolio among different assets categories which helps to reduce risk.

Taxation - Keeping a track on Income Tax Rules in investment and money matters ensures in the hands of the investors

Stock Broking-Advisory Services - Assist in opening demat accounts and online trading.