Mutual Funds

Mutual Funds are financial instruments.

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Insurance

While building an investment corpus

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Equity

As people become richer, it’s natural

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PMS

We offer comprehensive advisory

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Structured

A structured note is a debt obligation

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Welcome to ClicktoInvest

A world of professional financial advisers who are helping people to achieve their realistic financial goals. We are dedicated to providing advisory about performance oriented investments for better returns. The end objective is to help people make informed decisions about their investments. We believe in financial literacy and transparency, thus making people educated and empowered to take investment related decisions and in the process generating trust for long term association. To be able to service our clients’ financial needs better we have many tie ups to cater to all your financial needs including Investments (Equity, Debt, MFs, SIPs, Pre-IPO funds, PE funds, International bonds etc), Insurance (Term, Health, House, Employee, Vehicle), Loans, Tax filing and Estate Planning.

Financial Calculators

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SIP Calculator

It helps you visualize the amount accumulated with a Regular Investment at a specified rate of return.
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Education Calculator

It helps you see the future expenditure which would be incurred at the time when your children reach college.
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Retirement Calculator

This planner helps you see the future expenditure which would be incurred at the time you retire from active
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Marriage Calculator

This planner helps you see the future expenditure which would be incurred at the time of marriage of your children.

Clients Corner

What they say about us

  • We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
    Ankti Kumar
  • We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
    Dr. Abhishek

Market Opinion