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Benchmark Investments

Life is like a jigsaw puzzle. We might know what the pieces look like, but sometimes it's hard to see the full picture.

plan

Hope for the best and prepare ( or plan ) for the worst

Rarely will you wake up and decide ‘today is the day I will seek information on investment ' . You might be dealing with complexity in your financial life or going through a stage of transition. Perhaps you are nearing retirement, seeking a career change or start new business.

Our approach and information will provide you with clarity and confidence. We start by defining your goals and objectives, and then consider ‘what if’ scenarios so you can see the impact of your decisions. We then organise your financial resources and discuss with you your investments, so you can aim to achieve everything that is important to you.

We work with you through time, providing regular updates and monitoring your progress to ensure you remain on track. As life is never a straightforward journey, we can easily course correct and adjust your plan, whenever your needs or circumstances change.

Practical goal setting

We start by getting to know you, your life goals and your responsibilities.

Building your plan

We show you where you are today, and what action you need to take to achieve your goals.

Ongoing support

We’re always here when you need us, with ongoing advice and support for you and your family.

What we cover

Financial planning goes beyond your assets and what you earn. It’s about your values, your life goals – and what needs to happen today to create a better life for tomorrow.

Great financial planning creates confidence, security, and freedom to live life to the full. It empowers you to see your financial future clearly.

We start by looking at where you are today, and where you want to be in the future. Then we put together a financial plan that helps you get there.

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Financial planning doesn’t stop when retirement starts. For many clients in retirement, their concerns are around having enough money to last through retirement, whilst enjoying their chosen lifestyle.

We are here to fully understand what you want from life in retirement. They will take time to get to know you; then help you to identify how your finances will enable you to meet your challenges and achieve your goals.

Our aim is to give you peace of mind and the security that comes with knowing that you have the solutions in place to meet your goals.

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Typical financial planning questions to consider:

When can you retire?

Do you know what financial independence looks like?

Can you help your children onto the housing ladder?

Are your investments working as hard as they can for you?

Are you planning to leave a legacy for your loved ones?

Are your dependents in the know about your legacy plans?

What are you hoping to achieve from your financial planner?

Disclaimer

Benchmark Investments is a Registered Mutual Fund Distributor.

Benchmark Investments is NOT an advisory firm & NOR an Investments advisor.

The contents herein mentioned are solely for informational and educational purpose only

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The above calculation and illustration of figures are indicative only and not on actual basis.

We Benchmark Investments are not warrant the accuracy or completeness of the information, text, graphics, links or other items contained in this website.

We may make changes to the contents, or to the information described therein, at any time without any notice.

In case of any variance between what has been stated and what is contained in the relevant Act, Rules, Regulations, Policy Statements, etc, is possible and we do update as per our update made.

We neither endorses in any way nor offers any judgment or warranty and accepts no responsibility or liability for the authenticity, availability of any of the goods or services or for any damage, loss or harm, direct or consequential or any violation of local or international laws that may cause infringement by your visiting on these websites as well as on using websites links which are provided on these website.

Please consult your CA / Tax expert for taxation before investing.

The information provided on this website is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy.

We do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Tax law is subject to continual change, at times on a retroactive basis and may result in incremental taxes, interest or penalties.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

Benchmark Investments only acts as a mediator between its clients and the company inviting/accepting deposits, known as Principal Company.

The contents herein above shall not be considered as an invitation or persuasion to trade or invest. We accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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