FUTURE ASSETS - Mutual Fund Distributors
Member since Dec 18, 2024
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About Me
Future Assets is a forward-thinking financial planning company dedicated to helping individuals and families achieve their financial goals. We provide a comprehensive range of services to ensure our clients’ financial well-being and empower them to make informed decisions about their future. At Future Assets, we are dedicated to helping individuals secure their financial future through comprehensive and personalized financial planning services. Here’s how we can support you:
1. Risk Management and Insurance Planning
Life is unpredictable, and it’s crucial to ensure your family’s financial security in case of unforeseen events. Proper risk management, including life and health insurance, safeguards your loved ones. In the unfortunate event of the breadwinner’s absence, the right financial protection ensures that your family can maintain their lifestyle and continue to achieve their long-term goals, such as education, home ownership, and other aspirations, without financial distress.
2. Retirement Planning
Achieve a worry-free retirement with a structured plan to build a steady income post-retirement. We help you invest smartly to enjoy your golden years without financial stress.
3. Child’s Future Planning
Give your children the best opportunities by planning for their education and other milestones. Our tailored plans help you save systematically to meet these significant expenses.
4. Wealth Creation and Investment Planning
Let your money work for you by investing in the right avenues. We provide expert advice to grow your wealth while minimizing risks, helping you achieve long-term financial goals.
5. Health Insurance Advisory
Medical emergencies can occur anytime. We help you choose the right health insurance policy to ensure quality care without financial strain.
6. Emergency Fund Planning
Prepare for unexpected expenses with a well-structured emergency fund. We assist you in setting aside funds for unforeseen circumstances, providing you with financial stability during tough times.
7. Insurance Policy Services
From life and health insurance to general insurance, we assist you with purchasing, renewing, and optimizing policies to meet your evolving needs. We ensure your family and assets are adequately protected.
8. Home Loan Advisory and Services
Looking to buy your dream home? We guide you through the entire home loan process, from loan eligibility checks to final disbursal, helping you secure the best interest rates and terms.
9. Mutual Fund SIPs (Systematic Investment Plans)
Invest in mutual funds with a structured SIP approach. We help you plan regular, disciplined investments to grow your wealth over time, ensuring that your money works for you.
10. Tax Planning and Income Tax Filing
Maximize your savings and minimize your tax liabilities. We offer expert tax planning to ensure you take full advantage of available deductions and exemptions, and also assist with timely and accurate income tax filing.
Why Choose Future Assets?
With our expertise and client-focused approach, we simplify the complexities of financial planning, ensuring that you can focus on what matters most—your goals and dreams.
Let’s work together to build a secure and prosperous financial future for you and your family. For a personalized consultation or more details, feel free to contact us at 9677049904 | 8056071822 | mail.futureassets@gmail.com.
About Work Experience
With 16 years of extensive experience in the financial services industry, I have honed my expertise in providing comprehensive financial planning solutions. Over the years, I have helped countless individuals and families achieve their financial goals through personalized strategies, meticulous planning, and consistent support.
Experience & Qualification
Qualification
BA
Experience as an Advisor
16 Years
Total work Experience
16 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Online Tax Return Filing
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Gold Saving Plans
Loan Against Property
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
FUTURE ASSETS
28/2A, 2ND FLOOR,
VANAGARAM,
Chennai.,
Chennai,
Tamil Nadu, 600001
LICENSE
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Mutual Fund -
ARN No.
168598 - Validity -
01-01-2030
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