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Financial Assesment

Financial assesment is a long-term process of wisely managing your finances so that you can achieve your goals and dreams. These goals may include.

Tax Assesment

Tax assesment is not a device to reduce tax burden. In fact, it helps savings by investments in govt. securities. Savings reduce extravagance, and correspondingly inflation.


Systematic Investment Plan (SIP) is a disciplined way of investing, where you invest fixed amounts at a regular frequency. You often decide to start saving and investing regularly.


Insurance enables those who suffer a loss or accident to be compensated for the effects of their misfortune. The payments come from the money contributed by all the policy holders.

Mutual Fund

As you probably know, mutual funds have become extremely popular over the last 20 years. What was once just another obscure financial instrument is now a part of our daily lives.

Fixed Deposit

FDs are one of the oldest and most common methods of investing. When it comes to assured returns, choosing a right savings scheme makes all the difference.

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We help you achieve all your financial goals & lead you to path of Financial Nirvana

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Our fund selection is unbiased & it works on the sole motto of creating wealth for you.


We disclose you our earnings and always work in favour of your Goals

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  • "An investment in knowledge pays the best interest"
    Benjamin Franklin
  • "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful"
    Warren Buffett
  • "In investing, what is comfortable is rarely profitable"
    Robert Arnott
  • "It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for"
    Robert Kiyosaki
  • "An investor without investment objectives is like a traveler without a destination"
    Ralph Seger

Suvidha Financial on your side... Always

Suvidha Financial has tie-ups with more than 30 Asset Management companies and 250+ Researched products.
Suvidha Financial works closely to find a plan that is ideal for you - the best one, the right one.
From providing you with all the right information to offering unbiased comparisons, we do it all.

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Pune - 411 001, Maharashtra

Phone: 020-4861 1552


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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns.
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