Financial Management is the greatest trick that one can learn in lifetime. It is important to know how to utilize your money and turn it into assets and not liability. It sounds very simple to manage money but in reality, managing money is tougher than earning money. One who understands this, can master the art of making money.
Precise Goal is a firm that helps you to invest smartly in mutual funds through their curated portfolios designed by experts and do hassle-free transaction without any paperwork. Precise Goal entered the market with the aim to distribute mutual funds and manage the individual investors Assets and ensuring to get the best out of everything, be it the distributing experience or the investment experience. Irrespective of the field they have a team of experts ready to serve the clients and give suggestion on risk, return and taxation on other financial products such as real estate, bonds, Insurance policies and fixed deposits and helping the investor to take a prudent investment decision before making any investments.
Making it simple yet progressive the Precise Goals. A customer centric company that believes that its policies of transparency, reliability and satisfaction makes the experience outstanding and undoubtedly it is true. No one can disagree that Precise Goal has come to this prestige due to the service quality that it offers to its clients due to the same reason they have built clientele across the country.
Incepted during the times of the pandemic, the Firm, Precise Goal has started the distribution business and grows steadily with help of their loyal clients. And providing the right strategies of investing your hard-earned money and putting in (be it SIP or lumpsump for quick goals). Your goal is their goal; without any hidden agenda or motive they make sure that your financial goals are aligned to your investment and get financial independent.
About the Experts
What makes Precise Goal different from other companies is its establishment, it is not a work of single-minded financial expert but a partnership of three; M.Dilli Babu, Hema Raju and Naveen Ch. All of them are certified and holds a double digit hands of experience in this industry and worked with various leading organization such asIIFL, ICICI Securities ltd , Kotak securities ltd, Reliance capital, fundsindia, and new age digital wealth management firms like unbiasedadvisory.com. Our senior fintech disrupters like Srikanth Meenakshi, Dhirendra of Value Research, Deepak Shenoy and Anand Srinivasan inspired and motivated them to start this journey and to spread this expertise and help people with it never ceases them to amaze people with their knowledge.
The whole Management and people at Precise Goal have a common goal to see you grow financially and committed to help you do it in the best way possible through their portfolio and working mechanism combined with knowledge wisdom.
THE PRECISE VISION
- Customer centric platform to cater the needs of all set of investors on their investments in mutual funds and provide value added services on other financial products.
- Empowering knowledge on investments and making you an informed investor.
- Bringing Mutual funds as a household product to attain the financial freedom, deleting the gender bias to financing.
- Tax Efficient Financial product.
- Comparison of products on Risk, Return and taxation for different asset such as Equities, debt, fixed deposits, Insurance (Ulips, Endowments, Money back policy, annuity, etc.), real-estate, and Gold.
- Debt restructuring analysis to overcome the liabilities.
Precise Goal works on 3core principals
- Unbiased Advice.
- Goal based
- Tax Efficient.
Why Precise Goal?
- Need based Approach
- In-house research model for better alpha returns.
- SMART curated – portfolios
- Unique recommendation on sector funds for high risk investors
- Quarterly Portfolio Reviews
- Yearly Portfolio re-balancing on Equity mutual funds.
To book an appointment or to know more, visit;https://precisegoal.com/