FinaGo(Financial Goal) is financial advisor Company who gives financial advice to their clients. In determining an investment portfolio for a client, they must be able to take into account a range of information, including economic trends, regulatory changes, and the clients comfort with risky decisions. A major part of a FinaGo is making clients feel comfortable. They must establish trust with clients and respond well to their questions and concerns.
FinaGo assess the financial needs of individuals and help them with investments (such as Mutual Fund and bonds), tax laws, and insurance decisions. They help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients goals. They invest clients money based on the clients decisions. FinaGo also provide tax advice or sell insurance.
A MUTUAL FUND is a kind of investment that uses money from investors to invest in stocks, bonds or other types of investment. A fund manager (or portfolio manager) decides how to invest the money. A mutual fund offers investors the opportunity to pool their money with other investors in an investment thats managed by professional investment managers. Mutual funds invest in stocks, bonds or other securities according to each funds objective.
Fixed deposits are investment instruments offered by banks and non-banking financial companies, where you can deposit money for a higher rate of interest than savings accounts. You can deposit a lump sum of money in fixed deposits for a specific period, ranging from 12 months to 10 years.
Once the money is invested with a reliable financier, it starts earning an interest based on the duration of the deposit.
Life Insurance is a financial cover for a contingency linked with human life, like death, disability, accident, retirement etc. Human life is subject to risks of death and disability due to natural and accidental causes.
When human life is lost or a person is disabled permanently or temporarily, there is loss of income to the household.
Motor insurance (also known as car insurance, motor insurance or auto insurance) is insurance for cars, trucks, motorcycles, and other road vehicles.
Motor insurance gives protection to the vehicle owner against Damages to his/her vehicle and pays for any Third Party Liability determined as per law against the owner of the vehicle. Third Party Insurance is a statutory requirement.
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