Invest In Your Future

Welcome to Saurabh Investments

Learn, Invest, Help and Create Passive Income

Investing is the art or Science of Money making money. How does having money in your pocket affect your mentality and how does this affect your thinking is very interesting concept. Let’s learn together !!!

Audio Books

This are the books which are in the audio format which have been listening to understand beautiful concepts.

Podcasts

This is the newest concept to adopted which has been used by my while travelling in train in mumbai and still learning and avoiding waste of time.

Books

Section is dedicated to learning books and understanding of books which i have been reading .

Blog

 

Our Mission & Values

Achieving financial freedom is a goal for many people. It generally means having enough savings, investments, and cash on hand to afford the lifestyle we want for ourselves and our families—and a growing nest egg that will allow us to retire or pursue the career we want without being driven by earning a certain amount each year.

Unfortunately, too many of us fail to achieve it. We are burdened with increasing debt, financial emergencies, profligate spending, and other issues that thwart us from reaching our goals. And we encounter unexpected events, such as the pandemic, that overturn our plans and reveal holes in the safety nets we tried to weave for ourselves and our families.

Lets make this our misson and help each other join hands help each other to make “Financial Free“.

Financial Services

Financial Services are  services which help you to manage your financial Risk and avoid Setbacks and failures related with financial conditions.

Retirement Plans

Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring part: planning how you’ll get there.

Estate Planning

Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Impact Investing 

Impacting investing aims to generate specific beneficial social or environmental effects in addition to financial gains. Impact investments may take the form of numerous asset classes and may result in many specific outcomes. The point of impact investing is to use money and investment capital for positive social results.

Risk Management

In the financial world, risk management is the process of identification, analysis and acceptance or mitigation of uncertainty in investment decisions. Essentially, risk management occurs when an investor or fund manager analyzes and attempts to quantify the potential for losses in an investment, such as a moral hazard, and then takes the appropriate action (or inaction) given the fund’s investment objectives and risk tolerance.

Portfolio Management

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.

Financial Planning

Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

Value Investing

What Is Value Investing?

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services.

A wealth management advisor or wealth manager is a type of financial advisor who utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting, and tax services, and retirement planning, to manage an affluent client’s wealth for one set fee.