Deepak Patil Advisory Pvt.Ltd.

Having choices is important in investing.All is well services believes in change of Investors plans as their lifestyles and needs do. Through us, investors are offered an extensive array of investment alternatives and services.

Retirement Planning

With retirement not far around the corner, your needs will be rapidly changing. And you will be asking the big questions – what does retirement mean to me, and will I have enough? How can I be better off? As our lives change, our financial needs and priorities change too. Even if you’re years away from retiring, you’re wise to be thinking about retirement planning. Years from now you’ll be a lot happier saying, “I’m glad I did” instead of “I wish I had”. A retirement plan is an assurance that you will continue to earn a satisfying income and enjoy a comfortable lifestyle, even when you are no longer working. Investment Locker will help you understand how much you need to grow your wealth before you retire and how to plan for it.

Mutual Funds

A mutual fund is a financial intermediary which allows a group of investors to pool in their money with a predetermined investment objective. A qualified fund manager is appointed, who is responsible for investing the pooled money into specific securities and asset classes (usually stocks or bonds)


Life Insurance

Life insurance is a financial resource for your family and loved ones in case of your death.  It is a cover which allows your family to maintain a standard to living as they are currently, and meet their financial obligations. It also serves as an effective investment and tax saving tool.

Equity

When we buy equities, we start looking at the price next day or next week. For many who call themselves investors,ong run is 1 month. But do you think the management of the business of which we buy shares really looks at their business growth in such a short period.


Tax Planning

Whats the most tax advantaged group in the tax code? The answer may surprise you, especially if youre a business owner. But the answer is simple - you, the business owner are POTENTIALLY the most tax advantaged group in the tax code. Believe it or not, business owners get all the breaks. And no, the tax breaks are not just for the Fortune 500 companies, but the middle market, small business, or family owned business all the same. I would add a caveat to make it a little more believable and accurate. The most advantaged group in the tax code is the INFORMED business owner. If you feel encumbered by the tax code and business laws, and dont see too many breaks coming your way, its because you fall into the unfortunate group called the UNINFORMED business owners!


Fixed Deposits

A fixed deposit (FD) is a financial instrument provided by Indian banks which provides investors with a higher rate of interest than a regular savings account, until the given maturity date . It may or may not require the creation of a separate account. It is known as a term deposit or time deposit in Canada, Australia, New Zealand, and the US, and as a bond in the United Kingdom. They are considered to be very safe investments. Term deposits in India is used to denote a larger class of investments with varying levels of liquidity. The defining criteria for a fixed deposit is that the money cannot be withdrawn for the FD as compared to a recurring deposit or a demand deposit before maturity.


Real estate

Real estate is a special instance of real property, which is real estate – land and buildings – plus the rights of use and enjoyment that come with the land and its improvements.