ARAVIND JAYAGOPAL - Life Insurance Agents
Member since Jan 14, 2019
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About Me
We in STANDARD INVESTMENTS help you to systematically plan and execute financial strategies based on an in-depth understanding of your needs, your appetite for risk and the products that are available in the market.
We follow a three-step process for managing your wealth
Step 1 - Understanding your needs and goals
Different individuals have diverse needs and goals in life. The practice of wealth management tries to ensure that your finances support these goals at every stage of your life. So, our first step to developing your customized investment portfolio is analyzing your needs and goals.
Step 2 - Executing investments
While channeling your finances towards achieving your goals, we take in to account aspects like your cash flow requirements and your risk appetite. A right balance is struck between investing in liquid assets and in medium and long term investments. We suggest investment across various asset classes such as stocks (equities), mutual funds, debt assets , insurance etc. in varying proportions, depending on your profile. This helps in optimizing returns and ensuring risk mitigation through a diversified portfolio.
Step 3 - Reviewing portfolio at regular intervals
With constant changes in the business and economic environment it is important to review the portfolio from time to time and make necessary alterations whenever necessary
About Work Experience
We in STANDARD INVESTMENTS help you to systematically plan and execute financial strategies based on an in-depth understanding of your needs, your appetite for risk and the products that are available in the market.
We follow a three-step process for managing your wealth
Step 1 - Understanding your needs and goals
Different individuals have diverse needs and goals in life. The practice of wealth management tries to ensure that your finances support these goals at every stage of your life. So, our first step to developing your customized investment portfolio is analyzing your needs and goals.
Step 2 - Executing investments
While channeling your finances towards achieving your goals, we take in to account aspects like your cash flow requirements and your risk appetite. A right balance is struck between investing in liquid assets and in medium and long term investments. We suggest investment across various asset classes such as stocks (equities), mutual funds, debt assets , insurance etc. in varying proportions, depending on your profile. This helps in optimizing returns and ensuring risk mitigation through a diversified portfolio.
Step 3 - Reviewing portfolio at regular intervals
With constant changes in the business and economic environment it is important to review the portfolio from time to time and make necessary alterations whenever necessary
Experience & Qualification
Qualification
BBA,FChFP
Experience as an Advisor
17 Years
Total work Experience
17 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
ARAVIND
115/117,Chetty Street,,
Pondicherry Bazaar,
Pondicherry,
Pondicherry, 605001
LICENSE
|
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Mutual Fund -
ARN No.
70067 - Validity -
12-11-2022
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