Precise Goal brings you thirty-five plus years of experience in investment fields to ensure a minimum-risk investment. Our expertise in the industry ensures a positive impact on your portfolio. Whether you want to invest big or small, we have your back in all investments. We offer multiple services, and so, depending on your profile, you can select the best one that fits your purpose and investment style. These services come with their own sets of unique features and benefits.

These services can be subdivided into a few categories to make your choice easier. We have multiple services that simplify your finances, ranging from tax planning to financial product comparisons.

These value-added services we offer, or how we can help you, are as follows.

Retirement Planning

“Secure an undisturbed flow of money after retirement!”

Retirement planning is a vital part of a robust financial plan to secure your future. So, plan now if you want to meet all your household expenses independently even after retirement. Therefore, at Precise Goal, we offer multiple ways by which you can plan for your retirement. Depending on your age and retirement aspirations, these vary from person to person. SIP or systematic investment plan is one of the most popular retirement planning options to create wealth. With this, you sequentially invest your funds periodically over the years and let compounding do its wonders. Our calculator will help you get a better idea and understand the big picture.

But generally, it is advisable to start a SIP as early as possible to get the most benefit of compounding. Our experts will help you plan your retirement regardless of your age and the period of SIP investment. You can invest in any asset class such as direct equity, equity mutual funds, gold, real estate, fixed deposits etc. for retirement planning. We strongly advocate equity mutual funds as they require little to no input from the investor and let experts handle the technical stuff without needing the investor to worry about it. Our experts will guide you with the best funds according to your risk profile.

As there are mutual funds for almost every type of risk, you can go with minimum risk, maximum risk, or something in between the two while choosing to invest. There are more benefits of mutual funds than you may know.

Tax Planning

“Get profit-oriented tax-related decisions at your convenience!”

Saving taxes and planning them at the right time is one of the most important things you can do to preserve and grow your wealth, and there is no better way to plan for taxes than doing it with a Precise Goal.

We will introduce you to all the ways and nuances of tax planning. Plus, we will help you with the best tax-saving plan that fits your requirements. You can choose the fund/scheme that best fits your needs. Saving taxes in the right and legal manner with us can satisfy your financial needs.

Moreover, At Precise Goal, our tax planning experts help you lessen the tax burden by helping you plan your taxation on the following individual heads.

• Salary

• Income from House property

• Business or profession

• Capital Gains.

• Income From other sources.

So why wait? Reap the benefits of our services now!

Assisted Equities

“Get result-oriented equity-related assistance fast!”

We strongly believe equities are an essential part of every portfolio. Hence, we have the best team working on mutual fund investments. We also have the best team for equity investments which has an enriching experience of over 18 years. Our team handles and thoroughly analyzes the fundamentals of a stock and combines them with strong technical knowledge to give you the most reliable assistance for equity investments and derivatives (Future and options).

Our team does an in-depth analysis for you in the equity department to help you ease your selection of stocks/shares. We break down the complicated concepts in a readable manner and help you pick the right set of stocks.  We have had our eyes on national and international markets for years to detect every market event to offer you relevant information.

You can safely rely on us for equity-related assistance. The team will always be there for you for any further queries.

Debt Restructuring

“Restore and improve liquidity with debt management!”

Sometimes you can find yourself in financial difficulty despite your best efforts because of factors beyond your control. You can feel stressed about spending half of your life in debt pressured under a business loan, home loan, car loan, or personal loan.  Don’t be stressed! With our Debt Restructuring experts at Precise Goal, you don’t need to worry anymore!

Our experts can analyze the individual’s cash flows and craft a debt restructuring plan tailored for you. We can assist you to overcome the debt successfully and smoothly over some time. Besides, we can help you reconstruct the existing debt by lower rate loans. In addition, we can help you boost wealth by investing in reliable mutual funds, too!

Financial Product Comparison

“Invest intelligently after comparison!”

With various asset classes and financial products available in India delivering different returns, including bonds, equities, mutual funds, derivatives, fixed deposits, Real estate, gold investments, commodities, etc., finding which is more profitable is confusing. With multiple tax slabs based on the asset class, understanding which investment will be best for you is crucial.

Therefore, we at Precise Goal allow investors to compare the financial products before investing blindly in them. Top products that are compared against returns and taxation are as follows,

1. Mutual funds: Equity & Debt 

1. Fixed Deposits 

1. Endowment and money back policy 

1. ULIP 

1. Real Estate.

NPS

“We make financial planning after retirement easy!”

National Pension Scheme (NPS) is a long-term investment plan that offers tax benefits up to Rs 50,000 under section 80CCD, in addition to Rs 1,50,000 under section 80C. It is a dependable investment scheme as it has a low-risk appetite and is best for those planning for their retirement.

Therefore, we at Precise Goal help individuals understand the risk assessments, withdrawal rules, tax efficiencies, and Equity Allocation Rules of NPS schemes. Moreover, we help you make a well-informed financial decision.