{"id":223,"date":"2023-05-19T05:32:34","date_gmt":"2023-05-19T04:32:34","guid":{"rendered":"https:\/\/finroot.co.in\/?page_id=223"},"modified":"2023-05-20T10:45:17","modified_gmt":"2023-05-20T09:45:17","slug":"services","status":"publish","type":"page","link":"https:\/\/finroot.co.in\/index.php\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t
\n\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Retirement Advisery Service\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

(We are currently in the process of obtaining the Retirement Advisory License from PFRDA. Once we have the official license, we will start providing the following services)\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Age is just a number<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

As people approach their retirement years, it’s essential to have a well-planned strategy in place to ensure a comfortable and stress-free retirement life. <\/span><\/p>

Our Retirement Advisory Services are designed to help our customers achieve their retirement goals by providing personalized advice and guidance on their retirement planning.\u00a0<\/span><\/p>

We leverage the power of technology and human expertise to provide high-quality and consistent advice to our customers. With end-to-end encryption, we ensure absolute data security and transparency to our customers.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Our Expertise<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Our team of experienced Retirement Advisors is well-equipped to offer our customers the necessary guidance and support in retirement planning. <\/span><\/p>

We use advanced technology to analyze their financial data and provide personalized investment recommendations. <\/span><\/p>

Our continuous and real-time advisory support ensures that they are always up-to-date with their retirement planning. <\/span><\/p>

With a deep understanding of the regulatory requirements and various retirement products available in the market, we help them make informed decisions and create a customized retirement plan based on their unique requirements.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Retirement Advisory Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Risk Profiling<\/h3>

The advisory process starts by performing the customer's risk profile. It involves the process of categorizing the risk tolerance levels as \u2018High\u2019, \u2018Medium\u2019 or \u2018Low\u2019.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Retirement Planning<\/h3>

Our Retirement Advisors will work closely with our customers to understand their financial goals, risk tolerance, and retirement aspirations. Based on this information, we will create a customized retirement plan that will help them achieve their goals.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Portfolio Analysis<\/h3>

Our team will conduct a comprehensive analysis of their retirement portfolio to assess the suitability for our customer\u2019s retirement goals. We will make recommendations to optimize their portfolio for better returns and lower risks.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Investment Management<\/h3>

We offer investment management services to ensure that our customer\u2019s retirement portfolio is managed effectively to meet your financial goals.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Annuity Services<\/h3>

We guide our customers through various types of annuities & retirement products that can provide a steady stream of income during their retirement years.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Onboarding to Retirement products & subsequent services<\/h3>

We will guide our customers through the online eNPS process or they can leverage one of our partners.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Market awareness & Customer education<\/h3>

We will help our customers understand the benefits of retirement planning and retirement products through regular newsletters, updates on product and portfolio performance, and regular updates on policy and regulatory changes that could impact their retirement planning.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t
\n\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Advisory Service Charges<\/h3>

0.02% of AUM\/year
(subject to a minimum of Rs. 100\/year and maximum of Rs.1000\/year)\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Our Retirement Advisory Services are designed to help our customers achieve their retirement goals and make their retirement years stress-free. With our personalized approach and expert guidance, we help them navigate the complex world of retirement planning and make informed decisions that will benefit them in the long run.\u00a0<\/span><\/p>

\u00a0<\/p>

For more details, please contact us at <\/span>contact@finroot.co.in<\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Retirement Advisery Service (We are currently in the process of obtaining the Retirement Advisory License from PFRDA. Once we have the official license, we will start providing the following services) Age is just a number As people approach their retirement years, it’s essential to have a well-planned strategy in place to ensure a comfortable and […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-223","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/pages\/223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/comments?post=223"}],"version-history":[{"count":13,"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/pages\/223\/revisions"}],"predecessor-version":[{"id":284,"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/pages\/223\/revisions\/284"}],"wp:attachment":[{"href":"https:\/\/finroot.co.in\/index.php\/wp-json\/wp\/v2\/media?parent=223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}