WHAT IS AN INVESTMENT?
Performing any activity on a consistent basis which, over a period of time, has the potential to enhance your life is an investment.
When you invest your time consistently in exercise, over a period of time, you become physically fit.
When you invest your money consistently in a growing mutual fund, over a period of time, your money grows.
WHAT IS INVESTMENT MANAGEMENT?
When you invest your money, for a period in time, in different financial vehicles such as bank account, PPF, Mutual Funds, Equity, etc., and distribute them in such a way that you earn profits at the end of that period, this activity is called as Investment Management.
PROCESS
The right process of investment does not start by investing money.
The first step is to understand the following aspects:
Your Emotional Quotient
Your Risk Appetite
Your Financial Goals
Types of investments
HOW LEGENSYS CAN HELP YOU
Understanding the above aspects requires you to ask some difficult questions to yourself and answering those realistically. This is best done with our investment advisor who can handhold you to list down all the questions and define realistic financial aspirations.
Following are the services that we provide to help you build and wealth:
- Wealth Management Strategies
- Investment portfolio analysis and management
- Retirement planning
- Tax planning and optimization
- Wealth transfer
- Risk management and insurance solutions
- Financial goal setting and wealth accumulation
- Comprehensive financial planning