A Financial health checkup is the first step in our financial planning process. It is based on various parameters of personal finance. It involves scrutinizing income, expenses, savings, goals, assets, liabilities etc. Trust me, some of the outcomes will surely make you think.
We will provide a straightforward idea of whether your finances align with your goals or if there's a need or scope for improvement. We will help you identify the gaps in your finances, outline steps to fill those gaps and help you develop strategies concerning savings and investment decisions.
We at Laksh Nivesh specialises in the provision of high-end, discrete, wealth and investment advice, with our major expertise being in planning, managing and monitoring investment portfolios on behalf of our clients since 2016.
H. No. 47, Sector 123, 200 Ft Road,
New Sunny Enclave, Greater Mohali,
Kharar, Punjab 140301
+91 9878889976
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-185024 | Date of initial registration – 26-Aug-2021 | Current validity of ARN – 14-Jun-2027
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