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Investments & Insurances

What We Bring to You

Every mutual fund has a specific investment objective that establishes the fund's overarching goal and the kinds of assets it may hold.

Investments

Investment Strategy

Mutual funds are expertly managed investment portfolios comprising many asset types, including fixed income (bonds) and equities (stocks).Every mutual fund has a specific investment objective that establishes the fund's overarching goal and the kinds of assets it may hold. MF are professionally managed by Fund Managers, who allocate the fund's assets and attempt to produce returns for investors.

  • Mutual Fund require a small initial minimum investment amount.

    Diversification is provided by mutual funds. The dangers involved with investing in a single security are diminished because you're not putting all of your eggs in one basket because the majority of mutual funds often invest in a variety of securities.

  • Different types of MF
    1. Equity Funds
    2. Debt / Income Funds
    3. Gilt Funds
    4. Money Market / Liquid Funds
    5. Hybrid Funds
    6. Commodity Funds
    7. Real Estate Funds
    8. Exchange Traded Funds
    9. Fund of Funds
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Insurance

Insurance Services

Life Insurance can be defined as a contract between an insurance policy holder and an insurance company, where the insurer promises to pay a sum of money in exchange for a premium, upon the death of an insured person or after a set period.

Life insurance is important because it provides financial security to the family in case of the unfortunate death of the policyholder. Life insurance can enable the family of the policyholder to stay financially independent so that they do not have to compromise their lifestyle.

Having life insurance will give you peace of mind. Life is uncertain, and life insurance can offer financial assistance to your family when you are no longer around.


3 Reasons to Buy Life Insurance
  • 1. Guaranteed protection

    If you have a family, a business, or others who depend on you, the life insurance benefit of a whole life policy acts as a financial safety net. When you die, your beneficiaries will receive a lump-sum payment that is guaranteed to be paid in full (provided all premiums are paid and there are no outstanding loans). It’s essential protection that you can count on to be there for your loved ones when needed.

  • 2. Income replacement

    Imagine what would happen to your family if the income you provide suddenly disappeared. With whole life insurance, you can help make sure that your loved ones have the money they need to help:

    • Pay the mortgage
    • Afford childcare, health care, or other services
    • Cover tuition or other college expenses
    • Eliminate household debt
    • Preserve a family business
  • 3. Tax-free benefit

    Your beneficiaries will be able to enjoy every penny you leave them. That’s because the benefit of a life insurance policy is generally passed to the nominee, income tax free.

We are associated with

Aditya Birla
Tata AIA
HDFC Life
ICICI Prudential
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Have questions or ready to take the next step towards financial prosperity? Reach out to us using the contact form below. Our team is ready to assist you with all your financial needs. Whether you're looking for loan assistance, investment advice, insurance solutions, or simply seeking expert guidance, we're here to help.

Welcome to Finvestik Services, where financial success meets expert guidance. Founded by Namita Ray, a renowned financial advisor in Kolkata, Finvestik Services is committed to empowering individuals and businesses to achieve their financial goals with confidence.

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