Financial management refers to the efficient and effective management of money in such a manner as to accomplish the objectives of the Individual or Family or Organisation.
Insurance is a means of protection from financial loss. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss.
Investment management is the professional asset management of various securities and other assets in order to meet specified investment goals for the benefit of the investors.
The objective of Tax Management is to comply with the provisions of Income Tax Law and its allied rules. Tax Management helps in avoiding payment of interest, penalty, prosecution etc.
Why Financial Health Check up ??
A financial health check is advisable for you to be aware of your financial standing and to avert financial losses. Taking into account your age, marital status, employment status, property or other holdings and annual income, we look at the various elements that make up your overall financial health:
A special initiative spearheaded by T4T Investments, aim to guide the new age independent women adopt wealth creation strategies. We help them to become better investors. Majorly categorised into 4 parts :
Single Working Women
MARS (Mutual Fund Automated Portfolio Rebalancing System) manages client’s asset allocation and invest in better performing schemes by the click of a mouse and maximise their returns. As the process is system driven and operationally smooth, it also helps weed out behavioural biases. MARS gives a wide array of portfolios to choose from to the investor based on his risk appetite and periodically triggers portfolio re-balancing based on deviations from the asset allocation of the model portfolio resulting in superior returns to the investor over a period of time
GOAL BASED FINANCIAL PLANNING
Child Education Planning
Child Marriage Planning
What Client Says about T4T Investments
First I would like to express thanks for the help Swati has done. I had no idea about financial planning before. We spent number hours on decision. She explained importance & clarified all the issues and concerns before any investment. Based on a family need and income, she planned financial portfolio for me and even her continual advice on issues served significant amount of money. Passion, knowledge and genuine interest in achieving best for client, is what makes her truly a professional financial advisor. I would recommend her to anyone who wants to achieve a better financial outcome.
Software Engineer, Datavail Infotech
Actress Smruti Patkar
Hi this is Kundan from KV Solutions.
First of all I would like to say big Thank you to Swati Madam for taking this profession. As we know the profession which she is doing is really challenging and being a woman its more more challenging. When I met her i thought that its was like she would normally do the marketing of her product as others do irrelevant whether i need it or not. But she was least interested in her selling her products and she focused more in consulting and financial health check up. Experience and her knowledge and the way she guides, proves that she is like a family member who is more bothered of your future. She keeps updating and guiding now and then.
As there is saying we need a Doctor for health so we need Financial Advisor for wealth. You have changed many lives, I am lucky to be one of them. Thanks once again.
I have been associated with Swati Pawar for the last twenty years. She has got in-depth knowledge of all the investment plans that are available in the market. She knows your requirements, your needs, your goals and whatever your future plans are.
She has planned my portfolio according to my needs are concerned and not what she needs to give me. That’s the way I wanted my life to be. It is safe and secured now. Hats off to T4T Investments.
Hi, I am Aayush.
I am doing my own business and graduation in commerce. When it comes about finance, I believe in power of compounding. My financial advisor is Swati Pawar mam. She is very active and prompt about her work.
She believes in my goal and understands it very well and accordingly we plan together and decide what fund we have invest it and how much we have to invest. I am very grateful for having her as my financial advisor.
Actor Ranjeet Jog
I had almost zero knowledge about Finance Management. Through one of the networking forum I came to know about Mrs. Swati Pawar. We had 3 to 4 meetings and every time she guided me very well & taught what to do and what not to do while managing the personal finance. Today my complete portfolio is managing by her.
I strongly recommend her to everyone, specially for the way she teach & share her knowledge & ultimately creates unique plan based on our goal.
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