Our Services

Goal Based Investment Planning

We believe only in goal based investment planning & Recommend our client’s follow the same. Without Goal based investment clients can not carry their investment decision in long term. In Capital market serious money is earned in long term investments only & we believe that is wealth creation in real sense. No doubt, financial planning for your future is scary and uncertain, especially in today's economy and we fully understand it. At Neofundz, we are committed to helping all of our clients and their unique needs related to their retirement and financial help. We understand every client is different, so are their assets, requirements and most importantly their goals. We don't believe in “one size fits all” investing ideas. We understand our client’s needs and anticipate how these will evolve in future. We are a passionate team committed to managing your wealth while building you an everlasting legacy. Focusing on your goals, your obligations and your dreams, is our main concern. By keeping all the things in mind we will trace out the best plan that works for you by setting priorities for your important needs today, tomorrow, and well into the future. Our aim is to provide high-quality financial advice to all, irrespective of their financial status.

Wealth Management

Change is the law of nature. Life changes, so do your financial life. At Neofundz we believe that managing wealth is an iterative process. The process of wealth management never ended. Every phase of life is different and can impact your wealth. Our approach creates a financial draft that is exclusive to you which changes and grows with your needs. Anything is possible when you manage your wealth the right way. Your wealth management is a customized plan that you can follow to achieve your financial goals and dreams. One can manage his wealth through executing tax planning, setting up an orderly estate or creating a successful investment plan. Wealth planning is much more than retirement, it's fully about recognizing your personal goals and vision. Wealth management isn't simply about making financial plans for your future, however. At its most basic, wealth management is a matter of realizing your priorities.

Managing Your Investment Portfolio

We believe every client is different and has their unique financial experience, income needs, and tax situation. We sit with each client and listen to their needs, know their aspiration, evaluate their investments, and provide solutions to their financial planning issues in one package. Then, we build a portfolio based on an overall asset allocation and finally provide a complete and transparent financial plan. Asset management is about creating generational wealth so we inspire all family members to be a part of the investment plan. We take the time to get you know apart from your wealth. We focus on your dreams and endeavor, your challenges, your plans and preferences. We aim to figure out your goals so that we can work together to achieve them. We don’t only plan services, we provide solutions. At Neofundz, we understand a client’s portfolio must take into account that where they are and where they want to go. We personalize and take care of portfolios designed to optimize the contingency of success.

Disclaimer

We Recommend All financial & Non-Financial Products Through Our Trusted Partner I.e NJ India Invest Private Limited. Company having best research expertise who provide well customized & Comprehensive Advice on investment.