Products & Services

Products
Mutual Funds
Our Mutual Funds expertise is our core competency and our biggest strength. We have couple of years experience in studying and analyzing mutual fund scheme. Each scheme that we suggest is chosen after a thorough research and review. Mutual Funds are one of the most investor friendly investment avenues available to the retail investor in India today. Mutual Funds are an indirect way of taking exposure to the Indian equity and Bond market. Mutual Fund Companies (AMCs) hire the best Fund Managers in the country to professionally manage your hard earned savings, follow diversification principal (not more than 10% in a single stock), have team of expert equity analysts who track the Indian Equity & debt markets 24 by 7 so that they can choose the best picks for your mutual fund portfolio. However, is it so simple to choose the right type of mutual Fund scheme?
Under our Mutual Funds Advisory services, we offer you the following services:
  1. 1. Thorough review of your existing Mutual Funds portfolio.
  2. 2. Creation of a fresh Mutual Funds portfolio to suit your individual profile to match considering your risk profile and that helps you achieve your financial goals.
  3. 3. Creating of a Mutual Funds portfolio specifically for Retirement Planning, Planning for Child Education & Marriage, a portfolio to help you buy a House, etc. etc.
Bonds
We offer Good quality bonds that are available in the primary market for the long term exposure in the clients portfolio. We also provide 54EC bonds for long term capital gains investment.
Online Term Plan
In Insurance category we only suggest our clients to take Term plan of Good Companies . However we offer HDFC click to protect Plus on line term plan to our clients
Which ours competitive premiums and has good claim paying
Quality Fixed Deposit
We offer Fixed deposits to our clients as per their need. However we do not promote fixed deposits
IPO
We suggest our clients to subscribe in Good Public issues after studying its demand in the market

Services

Wealth Management
Generic Investment advice today is available everywhere – in newspapers, in magazines and on the internet too, absolutely free of cost. Friends, neighbours, colleagues & co-workers are always giving us free investment advice. But are the investment journal, the business daily or your acquaintance who himself might be an amateur, competent enough to give you investment advice?
Milestone Financial Advisory Pvt Ltd with its vast experience & expertise in wealth management is best placed to help you manage & grow your hard earned WEALTH.
“Milestone Financial Advisory Pvt Ltd has pioneered the concept of WEALTH MANAGEMENT via Mutual Funds in India”.
Financial Planning
Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.
The financial planning process consists of six steps that help you take a holistic approach to assessing where you are financially. Using these steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.
Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.
Goal Based Planning
Goal Based Planning is Part of Financial Planning. It helps you achieve different financial goal of life. It can be retirement , childs education , childs marriage , buying new house, car Foreign Travel, contingency Fund etc
Tax Investment Planning
A major time-consuming activity for every Indian, tax planning gives sleepless nights if not done properly and especially if postponed till last minute. Adding to the misery is the complexity and dynamism of The Income Tax Act that changes every year and requires one to be in touch with the latest developments.
Our Tax Planning Services
Do you invest every year just for the sake of saving taxes? Are you aware that you can invest in mutual funds, get market related returns and still save on taxes? Have you sold a property recently and faced a heavy capital gains tax liability but do not know what to do?
We provide tax planning services of the following kind:
  • Creating a portfolio of Tax Planning Instruments for all
  • Tax planning for Salaried Individuals esp. Sec 80C portfolio construction
  • Capital Gains Tax Planning
  • Advice on the best Equity Linked Savings Schemes (ELSS) for you
  • Tax Planning for NRIs, etc.