The Investment Sentinel
INVESTMENT IS A PLAN
And an expert guidance dramatically reduces the chances of failure. Technology is important, but human help is indispensable. Investing online is a process solution and not the Investment Plan in itself. To achieve your financial goals you need to have a plan and expert guidance.
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Invest now!Invest in Top Mutual Funds
Mutual fund is an investment vehicle consisting of a varied portfolio of stocks, bonds, or other securities and you have a whole lot to choose from. We make your investment decision simple by listing our choice of Mutual Funds and invest. Invest in the best funds with us.
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Plan for Life EventsPlan Your Life Events
“We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate.”- Robert Kiyosaki.
Financial planning is the foundation to achieving our individual and family financial goals. -
Get Insured Now!Get the Best Health Insurance
A health insurance plan provides insurance coverage with multiple benefits, including cashless hospitalization, day-care facility & coverage for terminal & critical illness etc. Here we provide our choice of Health Insurance plans providing the best benefits for you. Chose the one suitable for you.
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Plan Post Retirement FinancesPost Retirement Planning
Retirement is the event of life for which you cannot take a loan and post retirement is that phase of life when income is reduced and expenses increase with time, in the form of inflation and medical expenses. To lead a stable and happy life, we need to plan our post retirement finances well.
Investments
Guided Investments
We assess your investment needs, understand your risk appetite, advice and execute your investments accordingly.
Insurance
Total Security
Insurance ensures your financial security and it is a very important part of financial planning. Ignorance may proof costly.
Financial Coaching
Customized Planning
We make it our mission to understand your individual situation, goals, aspirations and design roadmaps suitably.
Financial Literacy
Awareness Programs
We believe in empowering individuals and families. Education is the foundation to achieving financial wellness.
Invest Online in Mutual Fund
ADVANTAGES with WiseinveStar
choice of options for online investing | one time registration process | personalised investment advice on request | secured and safe investment platform | genuine support throughout the investment life
FREE e-book
Get your copy of FREE e-book - An introductory guide to becoming financially free and how to succeed at it.
Stamp duty w.e.f. 1st July 2020 on purchase of mutual funds and changes in stamp duty of equity trades
With effect from 1st July 2020, stamp duty will be applicable on purchase of mutual funds and there had beenThis content is restricted to site members. If you are an
Identifying your Investment Risk Appetite
For some investors, risk may mean uncertainty, while for some others it may mean an opportunity to grow. Either way,This content is restricted to site members. If you are an
Risk assessment of mutual fund types
We all have heard the classic disclaimer “Mutual Fund investments are subject to market risks”. Let’s understand these risks. InThis content is restricted to site members. If you are an
SIP – a powerful investment tool
SIP (Systematic Investment Plan) is a smart and hassle free mode of investing in mutual fund schemes. Through SIP weThis content is restricted to site members. If you are an