Solutions
SOLUTIONS
Investment Planning Services
At Bachhat, we offer personalised Investment Planning Services designed to help individuals achieve long-term financial security and wealth creation goals. As a SEBI Registered Investment Adviser and trusted Financial Advisor in India, we focus on transparent, unbiased, and goal-oriented financial solutions tailored to your unique needs and risk profile.
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.
