Mutual funds are popular savings, wealth creation, and retirement planning instruments.

What makes this instrument even more popular is the fact that investing in mutual funds can be done online at the click of a button. Many first-time, Goan investors visit us with this question - why should we solicit the services of a mutual fund advisor when we can do it online ourselves? Sometimes the question changes to - my previous financial advisor has not managed to give me the expected returns, why shouldn't I do it myself?

The answer to both these questions is the same. It lies in our philosophy that we spoke about in the About us Page.

• The challenges each of our clients face are unique. The distinct combination of each client’s fears, risk appetites, goals, and time horizons call for tailor-made portfolios. Being able to focus on individual portfolios allows us to give sound advice that is ‘worth it’.
• There are 2000+ debt and equity schemes to choose from. Sound market knowledge allows us to educate our clients about the ideal mix of mutual funds.
• Most of our clients value us for our honest advice in bull as well as bear markets.
• Just like a garden needs trimming now and then, every portfolio needs rebalancing. Our expert advisors have honed this skill of portfolio rebalancing over the last two decades.

'Ascend Financial and Insurance Solutions' is the Mutual Fund distributor through NJ India Invest Pvt. Ltd. We cater to medical professionals, salaried individuals, self-employed, businessmen, seamen from Margao, Aquem, Fatorda, Navelim, Benaulim, Colva, Nuvem, Vasco, Dabolim, Ponda, Panjim, Mapusa, and all nearby areas. We offer the residents of Goa:

• Customized Goal-based planning
• Customized Retirement planning
• Overall Wealth management
• Online web and mobile platform for any time, anywhere query handling and portfolio overview
• MARS Systems to minimize your risk and maximize the returns on your portfolio.

To know more,

Contact Us.