SP INVESTMENTS
Plan • Grow • Prosper
OUR SERVICES
Providing Everything You Need
Mutual Fund Investments
Smart investing made simple
We help you choose the right mutual fund schemes based on your goals, risk appetite and investment horizon. Whether you are starting a SIP, planning for your child’s education or building long-term wealth, our personalised fund selection and regular portfolio reviews ensure your investments stay aligned with your life goals.
Our support includes:
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Goal-based mutual fund planning (retirement, education, etc.)
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SIP recommendations and monitoring
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Tax-saving ELSS guidance
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Ongoing portfolio performance tracking and rebalancing
Tax Planning
Pay only what you need to. Save what you can.
Navigating tax-saving investments and annual filing can be stressful — we make it effortless. We help you legally reduce your tax outgo while ensuring full compliance with the latest regulations.
We offer:
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Tax-saving strategies under Sections 80C, 80D, etc.
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Planning using mutual funds, insurance, NPS and more
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Help with documentation and notices
Insurance
Protect what matters most.
Insurance is more than a policy — it’s peace of mind. We help you secure comprehensive protection for your family, health and assets. From life and health insurance to travel policies, we compare plans, explain terms, and help you pick what fits best.
We assist with:
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Life insurance (term, ULIP, endowment)
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Health insurance for individuals and families
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Critical illness and accident covers
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General insurance (travel)
Retirement Planning
Retire with dignity and financial freedom.
Retirement should be a new beginning — not a financial burden. We help you map out how much you will need, when to start, and where to invest to maintain your lifestyle. Our plans include wealth accumulation during your working years and smart withdrawal strategies later.
What we help with:
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Retirement goal calculation
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Choosing NPS, mutual funds, annuity products, etc.
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Tax-efficient withdrawal planning
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Health and insurance coverage in retirement
Family Financial Strategy
Plan together, grow together.
Whether you are starting a family or preparing for future milestones, we work with you to create a holistic plan that covers every member's needs. Our guidance helps you balance present comfort with future security.
We cover:
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Emergency fund planning
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Education fund for children
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Wealth creation for long-term goals
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Family income protection through insurance and investments