Life’s journey takes you in many planned and unplanned directions. at aims, it shall be our endeavor to provide you with the road-map and offer guidance as you undertake your life’s journey.
Our services are provided on a fee-only basis, so you will have peace of mind in knowing that your financial affairs are being managed with your goals and best interest as our top priority.
AIMS, services integrate a comprehensive approach to wealth management, which includes both financial planning and investment management to help you achieve your longterm financial goals.
Together, we will establish and implement a personal wealth management program that helps you achieve your long-ter, goals.
When it comes to making investment decisions:
2. To me a financial advisor means:
3.I have previously invested in:
4.I make investments:
5.My priorities for investing are:
6.I would rate my knowledge of understanding the followings products as:
7.I review my porfolio:
8.My expectation of post tax return on my portfolio of investments is:
9. My income stream is:
Questions on Life Insurance
1.I have bought a life insurance plan in the last 3 years
2.I have bought:
3. I am aware of the upfront cost of the insurance plan I have bought.
4. I have explored all the options before taking this policy
5.I have bought it for:
6. I consider life insurance as an important area in my overall financial planning
7. I would like to have proper advice on my life insurance requirement and suitable schemes
Questions on Mutual Funds
1.I have invested in mutual funds in the last 3 years
2. I have properly analysed the performance of all the schemes before investing.
3.I am aware of the cost I pay for investing in mutual funds
4.My fund is among the top 10 performing schemes for last 3 years
5.I am aware of the pros and cons of:
6. I would like someone to guide me properly on mutual fund investments.
Questions on Tax
1. My annual tax planning is done by:
2.I am happy with the amount of tax I pay every year.
3.I take full advantage of the tax laws to minimize my tax burden
4.I make investments to save taxes
5.Investments which I do to save taxes serves the following purpose
6.I would like an expert to assist me in my annual tax planning
Questions related to Children's education and marriage expenses
1.I have planned for expenses to be incurred on my children's higher education and marriage
2.I have started saving for the same
3.I have a written plan for my children's higher education and marriage expense
4.I would like an expert to assist me in making the plan
Questions related to Retirement planning
1.I plan to retire at the age of
2.I have done my retirement planning
3.After retirement, my goal is to have a monthly income of Rs.
4.After retirement, I expect to receive monthly income from the following sources:
5.I have started saving for my retirement
6.I have a written plan for my retirement
7.I would like an expert to assist me in making the plan