Insurance – Mutual Funds – Taxes

Our services revolve around IITx model which is core of our “5 point plan” to better Financial health for you.



We Provide

SinceraOne

SinceraOne is a financial services company dedicated to helping young earners achieve their financial goals. We offer mutual funds, insurance, and loans and tax filing services. Our goal is to provide a comprehensive solution for all your financial needs.

STUDENTS : Its FREE for students who want to start early, be it first year or a PHD , if you have an iCARD for educational instiutre , its FREE

PROFESSIONALS: A very nominal 1299 /year subscription. You are going earn much more than that with right investment and tax optimisation.More than anything else PEACE OF MIND. We are watching your back.

Insurance
Mutual Funds
Taxes

START YOUR JOURNEY TO PROFIT AND WEALTH

Core of 5 point plan – IIT Model !!

I

Insurance


you need good term and health insurance.
DONT fall for i have a insurance policy from my company, they will not cover you if you are laid off
insurance prices increase with age

I

Investments

Mutual funds have everything equity ,debt, gold,Corporate bonds , govt securities.
Its managed by market experts
15-20% returns are very good >>money double in 4 years !!!
Dont jump the stock trading bandwagon till you know secrets and you have disposable income after saving for your GOALS

T

Tax

paying and declaring your income makes you a good citizen ,
it improves your credit worthiness

Testimonials

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Jim Doe

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Martha Stew

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Stefanie Willson

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Penelope Smith
whats the plan ?

5 point plan

  • We get you a good term and health insurance after analyzing your needs
  • We prepare a mutual fund portfolio with asset allocation according to your goals and risk appetite
  • We get your taxes right.
  • We both track your portfolio, using our cool tracker
  • We meet every 3 months to discuss your portfolio performance
Address:

4, Ground Floor, Jagdamba Nagar, Haldwani, Uttarakhand, 263139, India

Email:

support@sinceraone.com
+91-6364111132

Open Hours:

Monday – Friday: 9:00 – 17:00
Saturday: 9:00 – 14:00
Sunday: Closed