Today, financial independence is one of the most sought after term, yet a misunderstood phenomenon, especially in the emerging markets. Basis our analysis of the global financial data books and Indian personal finance statistics, we came out with the following interesting facts:
- 6-7 out of every 10 investors misinterpret insurance as an investment,
- 7 out of every 10 investors do not know or understand the instrument in which they are investing, and,
- 8 out of every 10 investors do not link their investments with financial goals.
This shows that people definitely invest, they have financial goals, they have insurance on their radar, and more notably, they understand the importance of all these. However, there is an immense gap between the needs and the execution. Investment Miles works on the sole objective to fill this gap.
With busy work schedules and a diligent focus on climbing the career ladder, the personal finance facet, unknowingly takes a backseat. We at Investment Miles, understand how pivotal it is to take care of financial aspects in a timely manner, so that there is no loss of time decay. We therefore, ensure to work hand in hand with our clients in their journey of financial freedom.
Financial freedom can be achieved when passive income generation surpasses the overall general expenses. This is simply said, than done. Patience and discipline are the two pillars that play a key role to attain financial freedom. A huge impetus is also on the personal finances – savings habits, investment habits and spending habits. Spending needs to be controlled, and savings need to be invested appropriately.
Investments do offer higher returns. But they come with a risk element attached to it. Thus, we at Investment Miles, not only create an awareness on the various financial instruments available at your disposal, but also, help you understand the various risks asscoiated with each of these instruments. We carve out a very customized approach to help you learn in this financial journey. This approach includes and not restricted to, creating awareness on the existing investments and helping to learn about various diversified assets.
We offer a robust portfolio of instruments that encompasses mutual funds, life insurance, medical insurance, other general insurance, company deposits, gold, Government bonds, various social welfare schemes, etc. Our team consists of veterans with 30+ years of experience in insurance sector, over a decade of experience in financial services consulting and mutual funds research, and young architects who understand the vibrant nature of our economy.
Investment Miles has tie-ups with the prominent insurance companies as well as has AMFI’s license to distribute mutual funds of the various asset management companies. We serve clients across geographies and industry sectors. We cater to corporate, HNIs, trusts and retail individuals. We work on a robust principle of building trust with our clients to lay a strong foundation of long term relationships.