Primassure LLP

The act of deciding on one's financial goals and developing a plan for achieving them is known as investment planning. Investment planning is the foundation of financial planning. Investment planning begins with determining goals and objectives. Then, we must strike a balance between those goals and the available financial resources. Today, there are many options for investing, with cash, stocks, bonds, and real estate is the most well-liked. Based on the funds we have available. we can invest in these vehicles to help us attain our goals and objectives. Benefits of Investment Planning The importance and benefits of investment planning are stated below: ·          Family Security: For your family's security, investing wisely is essential. Even if the working member were to suffer a loss, the family's investment will guarantee the other members' financial stability. ·          Efficiently manage inco...

Critical illness sometimes throws a family into poverty.   Because of large amounts of money needed, every year 3% of the population, go one level down below their present class.   Clearly the illness affects our financial lives heavily. Due to the style of living, food, and pollution the probability of getting affected by life-threatening diseases are getting higher day by day. As per the statistics on Indian health the incidence of Diabetes, heart diseases and cancer have increased heavily.   We should be prepared financially so that we can concentrate on treatment and not the financial aspects of that. So, to be prepared for that, having a critical illness policy cover will be best. WHAT IS CRITICAL ILLNESS COVER? If the policyholder is diagnosed with one of the specific life-threatening illnesses on a predetermined list as part of an insurance policy, the insurer (insurance company) promises to provide a lump sum cash payment under the terms of critical illnes...

  Due to the rise in the number of high-net-worth individuals there, wealth management is evolving into a specialist segment of the financial sector in India (HNIs). The practice of wealth management is now comparatively well-established in India. 3.57 lakh HNIs were present in India as of 2021, according to a report that featured in the Mint. This figure is projected to increase to 6.42 lakhs by 2031, when India is predicted to become one of the greatest economies. WHO IS A HIGH NET-WORTH INDIVIDUAL?   Greater net worth those of us with personal liquid assets between Rs. 5 lakh and Rs. 5 crores. A liquid asset is one that can either be redeemed immediately without experiencing a major loss in value or is in the form of cash. You can think of your checking account balance, fixed deposits, stock investments, etc. as liquid assets. Understanding this allows us to see that the bulk of us are either High Net Worth Individuals or, at the very least, on the fringe. Whether or no...