Our Services
Additional Services
Investment, planning, and pension solutions.
A complete financial home isn't built with just one product — it's built with a plan that ties everything together. Beyond mutual funds, insurance, and PMS, we offer a range of additional services to help you cover every corner of your financial life: retirement planning, tax-saving instruments, fixed-income options, and goal-based financial planning.
Overview
Think of this as the glue that connects every other decision you make — ensuring nothing is left unplanned.
Key Benefits
Holistic Financial Planning
We look at your complete financial picture — not just one product in isolation.
Retirement-Ready Planning
Structured guidance to help you build a retirement corpus that lasts.
Tax-Efficient Solutions
Guidance on instruments that help optimize your tax outgo within your broader plan.
Fixed-Income Options
Access to safer, stable-return instruments for capital preservation.
Goal Mapping
Clear articulation of short, medium, and long-term goals — from a child's education to a dream home.
One Advisor, Complete Picture
No need to juggle multiple advisors for different products — we bring it all together.
What We Offer
| Type | Best Suited For |
|---|---|
| Retirement Planning (NPS & Pension Plans) | Building a disciplined corpus for post-retirement income and security |
| Fixed Deposits & Bonds | Stable, predictable returns for capital preservation |
| Tax Planning | Structuring investments to optimize tax liability within legal provisions |
| Goal-Based Financial Planning | A comprehensive roadmap tying together all your investments to specific life goals |
| Estate & Legacy Planning Guidance | Helping families think through the smooth transfer of wealth across generations |
| Loan Against Securities / Investments | Liquidity solutions without disturbing your long-term investment plan |
Our Process
- 1
Complete Financial Discovery
Understanding your full financial picture: income, existing investments, liabilities, and life goals.
- 2
Gap Identification
Spotting what's missing in your plan — be it retirement readiness, tax efficiency, or liquidity.
- 3
Integrated Recommendations
Suggestions that work alongside your existing mutual funds, insurance, and PMS holdings, not in isolation.
- 4
Ongoing Financial Check-ins
Periodic reviews to keep your entire financial plan aligned as your life evolves.
Why Choose Parth Investment for Additional Services
- Three decades of taking a "whole family, whole life" view of financial planning rather than selling isolated products
- Experience guiding families through major life transitions — retirement, children's education, and legacy planning
- A single point of contact for your complete financial life, reducing the confusion of managing multiple advisors
Frequently Asked Questions
I already have a financial advisor for mutual funds. Can you still help with retirement or tax planning?
Yes. We're happy to complement your existing investments with focused guidance on retirement planning, tax efficiency, or fixed-income options — helping ensure your complete plan is well-coordinated.
When should I start retirement planning?
The earlier, the better — compounding rewards early starters significantly. That said, it's never too late to build a focused retirement strategy; we tailor the approach to your current age and timeline.
What's the difference between NPS and mutual fund-based retirement planning?
NPS is a government-regulated pension scheme with specific tax benefits and withdrawal rules. Mutual fund-based retirement planning offers more flexibility but different tax treatment. We help you decide the right mix.
Can you help with estate planning or writing a will?
We can guide you on the financial planning aspects of legacy and wealth transfer and coordinate with legal professionals where formal documentation like a will or trust is required.
Are fixed deposits and bonds a good option right now?
It depends on your goals, time horizon, and the current interest rate environment. We'll walk you through current options and how they fit into your broader portfolio.
Investments are subject to market and credit risks as applicable. Please read all offer documents and terms carefully before investing. Tax laws are subject to change; please consult a tax professional for advice specific to your situation.
Explore Our Other Services
Financial Calculators
Illustrative tools to help you explore goals, returns and planning scenarios. Figures are estimates only.
Estimate the monthly SIP needed to build your retirement corpus.
Required Monthly SIP
₹10,539
Projected Corpus
₹2.00 Cr
Total Invested
₹31.62 L
Estimated Gains
₹1.68 Cr
Ready to Begin?
Talk to our advisors for a no-obligation conversation about your goals.
Begin Your Journey