What we are

Investment is the stepping stone to achieving one’s financial dreams. Mutual funds provides a way to long–term wealth creation.however, with more and more funds flooding the market, the task of selecting the more suitable fund gets even more complicated. Mutual fund advice at Sandeep Solanki guides you through this maze and ensures that your investments are backed by our quality research. We help you to achieve your goals by offering followings:
• Product of more than 30 AMCs
• Access to online Portfolio valuation report
• Updation in portfolio ( depending on changing market outlook and evolving trends)

Our Services

Financial Planning
Wealth Management
Investment
Tax Management

 

Why Choose Us?

We at solutions would like to be a part of technology age and are thus working in providing the following.
Online Financial Planning & Wealth management.
Financial Peace and Independence for our clients.
Unbiased tax, investment advisory services We would be happy to be of assistance to your financial needs.

We offer

  • Financial Advisory services
  • Financial planning life stages
  • Mutual funds investments
  • Corporate Fixed deposits
  • Dream home, car and vacation planning
  • Portfolio Tracker Management
  • Tax management Services
  • Financial Planning, Retirement, Child Education/Marriage & any Other Goal.
  • Investment Advisory
  • Fixed Maturity Plan (FMP)
  • All Mutual Funds.
  • Tax Planning u/c 80C.
  • Portfolio Valuation Reports & P/L Reports.
  • Estate Planning
  • NRI Services
  • SIP & Return Calculator, Daily NAV.

    • Our Services

    Financial planning is the process of examining a client’s personal situations, financial resources, financial problems in a comprehensive manner, developing an impartial, integrated plan to utilize the resource to meet objective and solve problem, taking the step to implement that plan once approved by the client, and monitoring the plan performance to take corrective action as necessary to assure that results match the plan projections.
    Wealth Management is an integrated financial service which helps to manage clients’ wealth. It includes different services that depend on wealth managers. But generally it includes financial planning, investment portfolio management, retirement planning, loan or mortgage management, debt management, estate planning, tax management and cash flow management.
    A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
    Tax Planning helps to plan in order to avail all type of deductions, rebates and exemptions provided in Act. It aims to identify solutions for accomplishing the elements used in a financial plan. Tax planning is a tool that help financial plan to interact with each other effectively.Generally tax planning provide deductions u/s 80C to 80U, exemptions u/s10 and relief’s. One may look for various tax incentives in the above said transactions provided in this Act, for reduction of tax liability.