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Investment Consultants in Marathahalli, Bangalore

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Best Investment Advisors as on Sep 30, 2022

Marathahalli, Bangalore, 560037
Investment Consultants, Vehicle loans, Home loans, Education loans, Business loans
+14 more
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Marathahalli, Bangalore, 560037
Investment Consultants, Certified financial planners consultancy
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Marathahalli, Bangalore, 560066
Investment Consultants, Finance & taxation service consultants, Investment consultancy service, Certified financial planners consultancy
Working Hours: 10 AM to 5 PM
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Marathahalli, Bangalore, 560037
4.5/5 Based on 14 reviews
Investment Consultants, Life insurance, Investment consultancy service
Sulekha Score: 5
Ratikanta Barik from Bangalore

"good service by srikant , thanks for your support toking new lic policy"

candy india from Bangalore

""It has been 2 years since I took LIC policies through Srikant and it really has been a very nice experience. A very honest, professional and helpful person. He is more like a friend than an agent. He follows up so promptly that I did not miss single installment so far. I recommend Srikant strongly through this forum and wish him all the very best.""

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Marathahalli, Bangalore, 560037
Investment Consultants, Investment consultancy service
Sulekha Score: 0.1Working Hours: 09:00 am to 09:00 pm
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Marathahalli, Bangalore, 560037
3.0/5 Based on 4 reviews
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
nagendra from Bangalore

"Invested in this chits. Their customer service is favorable and proper and they give us proper answers of the query in the chits we have invested and such investment will be fruitful for our future needs. Gratified to avail service."

Gouthami from Bangalore

"Consulted this Margadarsi Chits Pvt. Ltd for investing my amount in financial service. Their response and ideas were very good and they explained well about the present financial condition which was useful to me. I really satisfied with their service and their service was really good."

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Marathahalli, Bangalore, 560037
5.0/5 Based on 1 reviews
Investment Consultants, Investment consultancy service
Neeraj from Bangalore

"It is an excellent stock marketing company for investments. You can use Sookshma Stocks BSE android app for easiness on id=com.sookshma.stockmarket"

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Marathahalli, Bangalore, 560037
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Enquire Now
Marathahalli, Bangalore, 560037
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Enquire Now
Marathahalli, Bangalore, 560037
Investment Consultants, Investment consultancy service, Certified financial planners consultancy
Enquire Now
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Updated Reviews by Investors As on Sep 30, 2022

Average Rating
4.0/5 6 Reviews

" Invested in this chits. Their customer service is favorable and proper and they give us proper answers of the query in the chits we have invested and such investment will be fruitful for our future needs. Gratified to avail service. "

nagendra from Bangalore, on 13 Feb 2017

" I like lic policy whom through i did it mr.srikanta sahoo.he performed very good to me with nice skill power to reached....thanking you...from siba prasad "

Siba Prasad Sahoo from Bangalore, on 22 Nov 2016

" A life insurance that would be of a premium of our budget and would be of a great help to our future was all we needed. It was finally LIC Agent - Srikant Sahoo who helped us out. We thank the agent for doing the work on our behalf and give us the policy right at our doorstep. "

Rateeka pune from Bangalore, on 09 Nov 2016

" "Srikant I have considered him as a friend, who advises me on my financial decisions and very prompt & very knowledgeable insurance adviser. I like his honesty & punctuality not at times but always. He is a very decent human being, sincere, on time every time, follows-up, very adjusting, always receives calls/returns calls without delay and gives solutions ASAP. He is a person who doesn’t give reasons and explanations instead he resolves problems with immediate effect and reverts back to it at the earliest. Thanks a lot Srikant and miles to go ahead and achieve." "

Kamal Rajarathanam from Bangalore, on 09 Nov 2016

" It's been half an year that I have opened a policy through Srikant. He is very good at his work.Very much helpful and always gives his best towards the policy holders. "

Nayan Jyoti Gogoi from Bangalore, on 07 Nov 2016

Top Online Financial Advisors in Marathahalli, Bangalore

With many years of experience, the expertinvestmentconsultantswill be just the thing to help your business. Hiring a good investment consultant in Marathahalli, Bangalore is like an investment for you. So, browse through our list of top investment consultants and choose the best one who can help you reach your financial goals. Contact our listed investment consultants now and get started on the road to success!

Different types of investments:

Investments can be divided into two main types namely, Traditional and Alternative.

Traditional investments

Investing in well-known products will fall into this category.


A Bond is an IOU which is generally used by public and private enterprises to raise a huge amount of money which any financial firm or bank is incapable of lending. These bonds are issued in the public market by the borrowing party and are bought by the lenders for a particular amount of money. Many lenders then join together to lend the required sum of money and the borrowing company is able to arrange capital for its operations as well as growth purposes.


Stocks are shares which are issued by the companies and bought by the general public. They offer an avenue for the companies to raise the required funds. Stocks usually entitle a customer’s ownership. Stocks, Shares, and equities all imply the same thing. Shares are the most popular investment avenues in the market. It is because the returns that are offered by stocks are generally higher in comparison to any other financial instrument. However, in order to balance the high returns associated with stocks, the risk associated with them is also quite high.

Small saving schemes

Small savings schemes are another popular savings tool in the market. They can be a great tool for saving money in small amounts. The main idea behind this tool is to encourage the habit of saving to almost all economic sections. Some of the common small savings tools include Sukanya Samriddhi Scheme, Kisan Vikas Patra, EPF (Employees Provident Fund), Personal Provident Fund (PPF), NPS (National Pension Scheme, etc. Almost all small savings schemes are initiated and facilitated by the government of India so as to increase the penetration of savings schemes in the country.

Employees Provident Fund

It is a small savings scheme which is offered by the employer. It includes salaried individuals of both private as well as public organizations. Any company that has a workforce of more than 20 employees must be registered for this scheme. Around 12% amount is deducted from the salary every month and contributed towards the EPF of an employee. This account is maintained by the Employees Provident Fund Organization of India, commonly known as the EPFO. The amount which is deposited in EPF is eligible for tax exemption as per section 80C of the Income Tax Act.

National Pension Scheme

It is one of the most popular investment schemes for ensuring a regular pension to the individuals working in both private as well as public sectors. NPS is given to individuals either as corporate perks or can be availed by the individuals on their own. The amount set for NPS is eligible for tax rebate. The scheme allows withdrawal of the deposited amount only after the account holder reaches 60 years of age. The amount withdrawn on maturity is completely tax-free.

Mutual Funds

Mutual funds are professionally managed in different securities. These mutual funds can be of different types based on the types of securities which they invest in. Some of the popular mutual funds are balanced funds, open-ended funds, stock funds, etc. These funds are classified according to their percentage allocation in different securities.

Fixed Deposits

As the name indicates, these are financial instruments which are one of the safest ways to save money. These deposits are not active investment tools, but they are rather a passive way to save and get returns. A fixed sum of money is kept aside with a financial firm for some fixed number of duration. In turn, some interest is earned on this money which differs with the deposit duration and also with the banking entity.

Real Estate

Property rates are rising with every passing day and have made real estate a great investment avenue for the investors. Purchasing, selling, and leasing of property can offer you significant returns. With increasing urbanization, real estate rates in major cities like Delhi, Chennai, etc. are skyrocketing. This has made these places hot hubs for real estate investors. Most of the investors take financial aid from banks to invest in real estate and then sell or lease the same property to get returns offered due to an increase in the price of the property.

Alternative Investments

Alternative Investments are those which are not regular investments such as stocks, bonds, etc. These kinds of investments are made in order to buy jewellery, precious metals, etc. which are expected to give good returns in the future. Also, another distinctive feature of alternative investments is its low liquidity and minimum investment limits.

Hedge Funds

Hedge funds invest in both financial derivatives as well as publicly traded securities. They are a popular alternative investment tool due to their high leverage and high returns. These funds are characterized by high fees and low liquidity. The managers of hedge funds usually have some personal stake in the fund.

Private Equity

Private equity trades in shares of a company which is not publicly listed and whose shares are not available in the stock market. Investors employ different strategies to invest in private equity funds.

Venture Capital

Venture Capital is the most popular investment which is currently deployed by investors in the Indian start-ups. Substantial capital is invested in a budding company in return for their stocks of the same. This strategy is based on the ideas that find substance in investing in any new technology that may take the market by storm in the coming time.

Managed Futures

This type of investment is a great tool to provide portfolio diversification. It is a good option to minimize the risk and maximize the returns. Generally, managed future accounts have sufficient exposure to different markets including agriculture, commodities, currency and more.

Structured Products

Structured products combine two or more different financial instruments to create a packaged investment strategy. Mostly, the derivatives are combined with securities and other kinds of derivatives. These structured products have a fixed date of maturity like bonds.

Collectible items

Collection of artifacts which have a substantial value is one of the most difficult types of alternative investment. This needs a good knowledge of the articles. Mostly, collectibles such as stamps, jewellery, artworks, etc. The value of artifacts is usually expected to increase and keep pace with inflation. Hence, collectibles make a good form of alternative investment.

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