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Benchmark Investments

Financial planning may be complex, but it doesn't have to be difficult. We're committed to ensuring you feel comfortable, informed and supported at each stage of your financial planning journey.

1

Start the conversation

We start every client relationship with a conversation, this might be over the telephone, video call or face to face to suit you. This gives you the opportunity to speak with us and also allows us to understand what is important to you and your loved ones and what your goals and interests are. By learning about you and your aspirations, we can start to identify the right service we believe is best suited to your objectives

2

Time to understand

After our initial discussions if you would like to proceed we then take time to fully understand your circumstances both financially and personally. We look at your past experience of investing, existing investments and begin to build an understanding of what you’re hoping to achieve.

At this stage, we will also discuss any specific requirements you may have from your investments such as generating a certain level of income or actively supporting certain areas close to your heart.

3

Build Investment Profile

The next step is for us to build a client investment profile that outlines our understanding of your circumstances, your attitude to and ability to withstand risk and your objectives. This becomes a live document that we update regularly and we also explain how we propose to manage your investments.

You have the opportunity to review this document to ensure it accurately reflects your situation. Once we have your confirmation to proceed we will open your account and begin investing your money in line with our agreement, keeping you up to date with progress as we move forward.

4

Manage & Review

Once your portfolio is established we will then actively manage and monitor the investments to ensure that they are suitable for you. This includes monitoring the current holdings, looking for opportunities and ensuring that the overall level of risk in the portfolio is commensurate with your profile.

We review the client profile document with you regularly to ensure it accurately reflects your situation. We also report back to you with how the investments have performed, transactions undertaken and the outlook for markets.

Start your journey

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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