seafarersmoneyclinic

SAFE Access
To World Class Investments

We Are
Your Financial

ENGINEERS

  • Asset Allocations Advice
  • Risk Profiling
  • Goal based financial products
  • Tax saving investment advice
  • Paperless transactions
  • Periodic portfolio review and rebalancing

What Makes a Great Investment Plan?

Asset Allocation

We design your optimal split between equity & debt funds, based on a combination of your unique situation & leading market indicators. The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio.

Risk Assessment

We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.

Goal Mapping

Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.

Customized Roadmap

We draft a detailed investment plan based on your comprehensive discussion with your Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose.

Portfolio Review

We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.

Making all this convenient with a click of a button is the icing on the cake!

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Our Belief

Wealth Creation Is A Passion For Us. Creating financial health for you is our business Transforming Your Dreams Into Reality Is Our Mission

Being wealthy is not a privilege of few, every individual has in him everything to make him wealthy. We help you to explore this ability in you.

We believe that there are no short cuts in life and any such attempt can only cut short the life itself. Growing wealth is a fruit of focus, discipline and time. What decides the quantum of wealth is not only how much money you save but also how much time you give it to grow.

The art of investing is not only a preserve of highly qualified individuals. The root of wealth creation starts with common sense and route to wealth is laid by discipline.

Wealth creation consumes time, it is directly proportional to the time given for it to grow.