https://www.sinceraone.com/#profitwealth-signup

whats the plan ?

"5 point plan"

simple path to financial health :

1. We get you a good term and health insurance after analyzing your needs

2. We prepare a mutual fund portfolio with asset allocation according to your goals and risk appetite.

3. We get your taxes right.

4. We both track your portfolio, using our cool tracker

5. We meet every 3 months to discuss your portfolio performance

Core of 5 point plan - IIT Model !!

1.) 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

2.) I = Investments you need a risk balanced portfolio , start with mutual funds

• 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.

3.) T = Tax

• paying and declaring your income makes you a good citizen ,

• it improves your credit worthiness

REMEMBER "IIT" ,

I = Insurance,

I = Investment ,

T = Taxes

Always get your Insurance sorted first else one mishap could wipe your life's investment or even worse your family's future.Investments needs to be tailored to you risk and asset allocation matters.Taxes , Filing your ITR is your responsibility , dont shy away KEEP YOUR HEAD HIGH be a PROUD Taxpayer

ALL this SORTED when you JOIN our PLAN.

READ 1, 2 ,3 BELOW CAREFULLY !!

How much do i pay for 5 point plan?

1. We video call you and ask you few questions regarding your needs and finances.

2. We take 2-3 days to analyze your data.

3. We determine correct value for your Term and Health Insurance using our professional calculators.

4. We determine right asset allocation according to your future goals and risk appetite.

5. We check if you can save some taxes.

6. We check if you are over investing in tax saving options .Example - Why are you saving 2 lakh rs./yr in that EPFO account @ 8.1 %return; when the limit ends at 1.5 Lakh

7. We run a show and tell meeting and post your approval, we start implementing your plan.

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.

START YOUR JOURNEY TO PROFIT AND WEALTH

What you get ?

What you INVEST with us !!

SIGN UP BELOW TO GET THE CALL!!