Paisa Aur Bachat.Com is specialised in providing advisory services related to "Mutual Fund" to its Clients. We work with a single objective of enabling wealth creation for our clients through quality and conflict free financial advice.
We are partner with NJ India Invest Pvt. Ltd. (One of Largest Mutual fund distributor of the country). Further Paisa Aur Bachat.Com works as your Financial Advisor to help you meet your financial goal and objectives.
Paisa Aur Bachat.Com believes in providing Customized financial solution to its clients by understading their investment goal & risk taking capacity. Through us you can buy any Mutual fund scheme of any AMC`s which are available in the market.
We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.
We design your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio.
Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.
We draft a detailed financial report based on your comprehensive discussion with your Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose.
We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.