In today’s uncertain and fast-changing world, it has become important to financially secure your present and future. Often, we are so busy with our lives that we tend to disregard the importance of savings, budgeting and making the right investments. If you find these things to be a bit confusing, it’s better to seek professional help. You can get in touch with 5nance, one of India’s leading financial advisory platforms. Based out of India’s financial capital Mumbai, 5nance has the expertise and resources to help you with all of your financial advisory, financial guidance and investment needs.
How can 5nance help improve your finances?
Financial security is not how about much you earn; rather, it’s more about how much you save and how wisely you invest. Financial planning and strategizingare what you need to achieve this goal which is where 5nance comes into the picture. 5nance is not merely an investment destination where you choose your investments from a given list. Services offered by 5nance comprise the entire package right from defining your financial goals (short-term and long-term) to risk profiling, budgeting, and helping you choose the right investments. Starting with your present and going all the way to your retirement and beyond, 5nance will be there with you throughout your journey to secure your finances and make your richer, prosperous.
At 5nance, the focus is on providing personalized services based on your existing finances, risk profile, and investment goals. Your financial roadmap will be independently defined by a financial advisor who will be assigned to look into your specific financial needs and preferences. For example, if you are planning a vacation, The advisor will assist you in choosing the right short-term investments to generate the funds for your travel. Similarly, you will be provided financial guidance and investment options for other needs such as creating an emergency fund, children’s education and marriage, and retirement planning.
Access advanced financial tools
When you register with 5nance, you get access to a range of advanced financial tools. For example, if you want to keep track of your expenses, you can use the inbuilt budgeting tool. With this tool, you can see all the various types of transactions and the ones that take up a major chunk of your income. You can then choose to control the specific expenses to improve your savings. There are other tools available as well that can help you boost your savings. Another key feature is Risk Profiling, which recommends the most appropriate mutual fund portfolio based on your risk appetite. For example, if you are just starting your career and don’t have any financial liabilities, you can choose high-risk, high-return investment options such as equity.
Manage and track your finances on the go with the 5nance mobile app
You can access your 5nance account on your PC/laptop and via the 5nance mobile app as well. Both platforms provide a one-stop shop for all your financial management needs. These platforms cover equity investments, mutual fund investments, fixed deposits, tax planning and filing, loans, insurance and credit cards. The 5nance mobile app makes things really easy, as you can manage and track all your finances through a single app. Paperless KYC for investments and loan applications are available with the 5nance app and they get done within 30 minutes. You can access smart calculators and smart fund filters, which will help make informed decisions. You can also use specialized products such as Algrow that will help improve returns on your investment. The 5nance mobile app has more than 3000 funds to choose from. You can get the best recommendations based on your financial risk profiling/risk appetite.
If your financial future looks hazy, rest assured that 5nance will make it crystal clear by providing you with a detailed financial roadmap. The focus will be on maintaining your preferred standard of living, while making the right investments to secure your financial future. After you spend some time with an advisor from 5nance, you will be clear about your short-term and long-term financial needs. Based on your risk profile, you will also get recommendations for the most appropriate investment options. With 5nance, you can understand your finances better, know your options, secure your financial future and create wealth for you and your loved ones.For any financial queries whatsoever, contact a helpful advisor from 5nance at 022-67136713 or drop a mail at [email protected]