Jagoinvestor is premium Financial Planning and Financial Literacy website which works in the area of Investor Education and also helps HNI resident and NRI clients who want to do their wealth creation and financial planning.
Earning good money is one of the important pre-requisites of a good financial life, however, if this money is not channalized properly into right investments in a planned manner, an investor can create a messy and a bad financial life.
If you an NRI, it's important for you to make sure that you are investing your money in the right financial products, with the right advice, and through proper financial planning.
We are on a mission to create an army of more than 10,000 NRI's who are leading a great financial life with peace of mind and happiness in their life.
If you want to join this mission, start your financial planning today!
NRI's earn well and have a big amount to invest on a monthly or onetime basis. Its important to handle it with care
NRI taxation is more complicated compared to resident and it depends on various things like products and country of residence
An NRI has to make sure that they follow all the laws related to NRI's and are always in compliance with the rules.
NRI's are too busy and its important for them to manage their finances with help of an expert financial planner.
Most of the NRI's want to return back to India after few years, and want to plan their finances with that perspective
NRI's want to have higher amount of goals and lead a better lifestyle which requires more careful financial planning
Our financial planning is process driven and not human driven anyways. Which means that the process of data filling, advice delivery and creation of financial plan is centralized already.
The planner who works with you will be a qualified CFP (certified financial planner) or a NISM certified investment advisor. They are trained enough and qualified to work with investors and deal with their queries.
Yes, we will suggest you in taking the right term plan and health insurance plan as per your requirement.
We can also help you in buying the policy totally online (and at the same premium which you get online on your own).
Just because you are investing does not mean that your financial life is planned well and things are in order. There are more than 15 parameters which we check when do your financial planning.
How well are you investing is just 1 parameter we look at. If you are investing already, it becomes even more important for you to check if you are on right path or not?
If you are investing through our platform, in that case you do not pay any fees?
As our model is online, any person sitting either in India or outside India can take our service and its delivered to everyone in exactly the same way.
We have often seen that NRI's require financial planning much more than residents because a higher amount is involved most of the times and one small mistake can cost lakhs of rupees.
We already have more than 100+ NRI clients at the moment
We currently have close to 800+ families as our clients. We have clients from almost all the major and small city in India and many NRI clients across US, Middle East, UK, Singapore and other 20+ countries.
We are distributor of mutual funds. We do not offer any advice!
Finscore is a Copyrighted tool created by Jagoinvestor after working with more than 2000 clients.
It is an intelligent planning tool which helps an investor in taking their financial life to the next level. We take your financial data, do some number crunching at the back end and screen your overall financial life using 15 strong parameters. It analyzes your financial life and give a score between 1-100.
Finscore is about aligning your financial life with the defined 15 parameters and taking corrective actions.
Actually its the best situation to be in.
If you are totally new to investing, its means you are like a blank canvas. You have no past mistakes baggage and we don't have to spend time in correcting things. We just have to plan things out and get into action quickly.
we have an exhaustive contract which will be signed with you. It has all the points related to data confidentiality and data security along with terms and conditions.
Yes, we take your data online and our website is https enabled. Our servers are fully secure and we take measure in data protection.
Only you have access to your data along with our team. Your data is always used for generating your Finscore and to provide advice and nothing else.
You can be rest assured about the data security.
100% . Your data is never shared with any 3rd party ever.
We use your data only for what is mentioned in the contract, which will be to provide the financial advice to you.
Our ideal client is someone who earns anywhere from 10 lacs to 75 lacs per annum. We take clients who have a portfolio size above 20 lacs or can do a SIP of Rs 50,000 per month so that we can justify our services and the process which we follow.
Most of our clients are in the following professions
Not at all! .
There is no account opening charges or any transaction charges. You will not pay anything else other than the fees mentioned in the start of your project.