Are you looking for the answer to any of below questions?

Do you plan to own a house someday and making it your home, but are petrified what all you have to give up to accommodate it into your budget?
Does planning for your child’s education or marriage gives you jitters, that you are unable to come out of it until you switch on your favorite TV channel?

4 Steps to Boost Wealth

Assessment

This section will help you to assess your available resources with regard to your income, expenses, liabilities and current investments. Secondly, we do Risk profiling for you considering various factors. e.g. your age, family size, time available and your risk appetite.

Define your goals

This will help you to identify for your future financial goals. Your Goals can be long term or short term or both. Once you make a list of your financial goals, you need to prioritize them. It will help you to allocate the available resources in an organized way.

Plan your investment

This section will help to plan and allocate resources according to your prioritized list of goals and to choose the right product combination, if required, to achieve the desired results in the stipulated time frame.

Invest & monitor

This step will help to execute the plan by taking the required step. After investing we keep a close watch on your investment and review on a regular basis and suggests changes as and when felt required to be done.

Health

Start by improving Yourself

Learn from successful people & mentors

Practice meditation and deep breathing

Develop discipline

Never go more than two days without exercise

Take healthy & vital supplements

Get enough rest

Constantly focus on getting better

Wealth

Avoid getting into debt

Start investing early

Track & limit your spending

Build multiple streams of income

Make your money work for you

Get away from a direct exchange of time for money

Create recurring revenue streams

Reinvest dividends

We help you

Boost your economic wealth.
Protect your family from unexpected events in life.
Plan and achieve your short term and long term financial goals.
Plan & save for higher education and marriage of your kids.
Plan & save for your retirement.
Plan & save for your own home.
Plan & save for a new vehicle.
Plan financially for family vacations.
Portfolio Management Services.
Asset Allocation and Re-balancing.
Tax planning and ITR filing.

Tips to boost your wealth

Keep yourself healthy and physically fit - Never forget your health. Good health always improve productivity and prevent draining of your savings.
Have sufficient protection in place to protect your savings from unexpected events of life.
Learn to create and follow your budget with regard to income and expenditure.
Increase your financial literacy.
Build up your emergency funds.
Plan and save for your future financial goals.
Use credit cards wisely.
Pay your credit card bills on or before the due date, in full, not partial.
Improve your credit score - Pay loan instalments on time.
Find ways to increase your take-home income.

Creating Wealth with Sampoorna Suraksha