Managing Your Finances

Effective financial management enables individuals to gain control over their finances, work towards financial security, and achieve long-term financial stability.

We, your financial experts at Mehta Associates, have many plans and methods by which your valuable finances can be managed in a successful manner in the long run. These methods are:

1. Mutual Funds-

   What are mutual funds?

   A mutual fund is a type of investment instrument in which several individuals pool their money in order to obtain long-term capital returns. An experienced investor among us, known as a fund manager or portfolio manager, is responsible for supervising this collection of money. It is his or her responsibility to invest the corpus in various securities such as bonds, stocks, gold, and other assets in order to maximise possible profits. The investors share the gains (or losses) from the investment in proportion to their contributions to the fund!

2. Equity-

Equity refers to the amount of money that an owner of a business has invested or owns. . Equity is the difference between the value of an asset and the value of liabilities. Equity is considered valuable if it has a current share price or a value set by investors or valuation experts. Common names for this fund include owners' equity, stockholders' equity, and shareholders' equity!

3. Tax Planning-

The process of analysing your financial status, finding chances to save taxes, and finding solutions to lower your tax bill is known as tax planning. It is an important aspect for the management of your finances. You can put more money towards your financial objectives and have more discretionary income if you pay as little in taxes as possible!

4. Tax Filing-

To disclose one's income, expenditures, and any other relevant tax information to the appropriate tax authorities, one must complete and submit a tax return. Taxpayers may determine their tax burden, plan when to pay their taxes, and even get their money back if they pay more than they owe, by filling out a tax return.

We do comprehensive tax filing for business and individuals!

5. Stock Broking-

Assisting clients in the purchase and sale of stocks is known as stockbroking. We facilitate transactions between buyers and sellers on the stock market and offer investors guidance on how to best position their portfolios.

We help the investors by providing loans too! They can be in the form of either:

• Business loans

• home loans

• Personal loan

• Person to person loan (P2P)

• Car loans

The other strategies through which our knowledgeable team members help you manage your finances are:

• Portfolio Management Services (PMS)

• Alternate Investment Funds (AIF)

• Income Creation through Commercial Property

• Investment in dollar-based products

• Corporate Fixed Deposits

• Fixed Deposits

• Capital Gain Bonds

• Sovereign Gold Bonds

• RBI Floating Rate Bonds

• Secondary Market Bonds

• Fractional Ownership: CRE/REITs

• Structured Products: PPF/NPS

• Unlisted Shares: Gold/5GB

• Public Issues: IPO/NCD

To know about these strategies and how we can help you get success in them, we're always there for you!

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