Starting a Family
It's an exciting and exhilarating time—it also brings new financial challenges and requires more long-term projections and strategic planning.
How can you protect your family?
College Savings
By starting early, you can increase your potential to grow your savings and pay for a child's future college education. With a account, you receive immediate benefits and provide your child with a gift that will never be outgrown.
You Can Talk To Your Adviser About…
- How to start saving for a child's college education by opening a account.
- How to immediately benefit from tax-deferred growth on your earnings and the ability to choose from a wide range of investment options with a college savings plan.
Life Insurance
It's always important to have protection from the unknown, which is exactly what life insurance provides. As you start a family, you want to protect your loved ones and life insurance can be at the core of a solid protection plan.
You Can Talk To Your Adviser About…
- How life insurance provides money to your loved ones you leave behind and enables them to maintain their lifestyle and pursue their goals.
- How to make sense of the different life insurance options and find the product that best matches your needs and goals.
Mutual Funds
There is a broad assortment of mutual funds to consider from stock funds that pursue long-term growth opportunities, but typically swing up and down in the short-term, to bond funds that are designed to provide a degree of stability to your investment portfolio.
You Can Talk To Your Adviser About…
- The role of growth-focused mutual funds for your longer-term goals—from buying a second home to maintaining the quality of your life in retirement.
- The need for more conservative mutual funds, such as bond and money market funds, that can help you pursue diverse goals—from minimizing taxes to maintaining the value of your savings.
How Avyukta Earth Estate India Ltd. Can Help:
Dan
When Jenny and I found out we're having a baby, I said, "What do we do first?"
Dan and his wife
Jenny said, "Talk to Carl," our financial adviser. We want to increase our savings and buy a new home in two years…and get life insurance policy and everything else we need to get.
Dan and his financial adviser
Carl put together a strategy so we could increase our savings and buy a new home in two years. We purchased life insurance right away and even opened a account. Now, that's a plan!
Dan's story is a hypothetical situation.
Financial Solutions
Where Do I Begin?
What if you could automatically view an array of mutual funds that match your comfort level with investment risk? Wouldn't that make the decision-making process easier? Use our tool to do just that.
College Cost Estimator
Use our College Cost Calculator to estimate higher education expenses and see the projected future value of investments. It's remarkably easy to benefit from and use this calculator.
Products To Help With Starting A Family
Mutual Funds
Choose from a wide range of options to match your goals, timeframe and comfort level with investment risk.
Learn more »