Solutions

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SOLUTIONS

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Retirement Planning

We spend anywhere between 20 to 30 years in retirement during which there is no primary source of income except for interest or rental income.

Goal-based Investing

Most of the individuals fall under two categories: Either they do not invest regularly or if they invest, they do not know why are they investing.

Risk Profiling

All individuals are not equal. Similarly, the investment solutions for all cannot be same. It needs to be tailored depending on the individual’s risk profile.

Insurance Adequacy

Insurance is the most mis-sold product in India. Traditionally, we have been mis-sold investments plans as insurance policies.

Emergency Corpus

What will happen if you are without a job for a year? Do you have adequate savings, which is immediately available, to use without impacting your other investments?

Portfolio Evaluation and Monitoring

Investing is important. However, ensuring that the investment is made in the right instrument and providing adequate returns is also paramount.

Build and grow your wealth with Bachhat. Schedule a free 30 mins call with our founder

Vishal Bharat Shah