I-Wealth-N-Sure Global Services iyisixazululo esisodwa nje somunwe wakho sazo zonke izidingo zakho Zokuphathwa Kwengcebo. Ungasebenzisa lolu hlelo lokusebenza ukuphatha Iphothifoliyo yakho Yezezimali ngawo wonke amafa ahlukene:
*Izimali Ezihlangene
*Amadiphozithi Alungisiwe
*Amabhondi
*Umshwalense
*NPS
*Amasu Eposi
Izici Eziyinhloko:
• Thenga izimali ezihlanganyelwe nge-lumpsum noma uqale i-SIP ngezinyathelo ezimbalwa ezilula
• Qedela ukulanda umbiko wephothifoliyo okufaka wonke amafa.
• Buka ukusebenza komlando kwephothifoliyo yakho kalula
• Isitatimende sokwenziwe sanoma yisiphi isikhathi
• Tshala ku-inthanethi kunoma yisiphi isikimu se-Mutual fund noma ukunikezwa kwesikhwama esisha. Landela ngomkhondo wonke ama-oda kuze kube yilapho unikezwa amayunithi ukuze ugcine obala okuphelele
• SIP Umbiko ozokwaziswa ngama-SIP akho Asebenzayo Nazayo, ama-STP.
• Uhlu lomshwalense ukuze ulandelele amaphrimiyamu okumele akhokhwe.
• Imininingwane ye-Folio ebhaliswe ne-AMC ngayinye.
•Yonga intela efika ku-Rs. 46,800 ngonyaka nge-ELSS mutual funds SIP investment
Hlola i-Aray of Investment Solutions
• Tshala kuzo zonke izigaba ze-Equity kanye nezinhlelo zezikweletu ezifana ne-Large Cap, Smallcap, Flexicap, Multicap, Index Fund, Ultra Short, Liquid & Savings Plus Schemes.
• Izinhlelo Ezihlukahlukene Zehhovisi Leposi
* I-RBI Tax Savings Bonds
*NPS
* Uhlelo Lwesikhathi Nomshuwalense Wezempilo wakho nomndeni.
Kubuyekezwe ngo-
Dis 18, 2023