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About AAS Investment
We believe in transparency in our products and services followed by service agreement. Each operation followed by SOP formulated by our experts provide the highest level of accuracy. Portfolio review, reports and recommendation given every quarter provides you clear picture about your portfolio. Our experts work hard to eliminate the portfolio risks in any investment.
Our Services
Goal Based Investments
Good investment advisors are increasingly endeavouring that their investors do not make random investments in mutual funds and instead map these with their various financial goals. Most Indian investors do not have a structured approach to savings and investments.
Most people do not have saving targets as the amount of money they save depends on their spending habits. Every individual has financial goals that he needs to reach in the short, medium or long term period. Investing regularly to be able to reach the respective financial goal is called goal-based investing. For example, if you plan to buy a car in next 2-3 yeas, it can be called a short-term goal. Likewise, if you wish to plan for your retirement and children’s higher education, then these can be termed as long term goals.
Designing the portfolio
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame.
The focus is on the characteristics of the overall portfolio. Such a strategy contrasts with an approach that focuses on individual assets.
Portfolio Rebalancing
securities strategically. Ideally, rebalancing portfolios is done at regular intervals like once a year or as per target asset allocation. Every investor has to rebalance their portfolio regularly.
Risk Management
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You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings. Most people do not have saving targets as the amount of money they save depends on their spending habits. Every individual has financial goals that he needs to reach in the short, medium or long term period. Investing regularly to be able to reach the respective financial goal is called goal-based investing. For example, if you plan to buy a car in next 2-3 yeas, it can be called a short-term goal. Likewise, if you wish to plan for your retirement and children’s higher education, then these can be termed as long term goals.
Debt Management
Many of us know that setting financial goals and creating budgets can help us manage our money.
However, it’s also important to manage your debt. Most Of us are carrying around at least one credit card, and the average balance on a credit card is just under1lakhs. When you add one or more credit card balances to other debt, like a car loan or mortgage, you may find yourself in a situation where it becomes difficult to keep up with your bills. While it may seem like an option to pay less than your minimum payment or to skip a bill altogether, those actions can have serious consequences. When your debt has gotten beyond your control, debt management can help you get back on track.
Debt management is a way to get your debt under control through financial planning and budgeting. The goal of a debt management plan is to use these strategies to help you lower your current debt and move toward eliminating it completely. We help to create a debt management plan for yourself or go through credit counseling to help you with your plan.
Tax Planning
The objective of tax planning is to make sure there is tax efficiency. With the help of tax planning, one can ensure that all elements of a financial plan can function together with maximum tax-efficiency. Tax planning is a significant component of a financial plan. Reducing tax liability and increasing the ability to make contributions towards retirement plans are critical for success.
Tax planning comprises various considerations. Considerations such as size, the timing of income, timing of purchases, and planning are concerned with other kinds of expenditures. Also, the chosen investments and the various retirement plans should go hand-in-hand with the tax filing status as well as the deductions in order to create the best possible
Tax planning plays an important role in the financial growth story of every individual as tax payments are compulsory for all individuals who fall under the IT bracket. With tax planning, one will be able to streamline his/her tax payments such that he or she will receive considerable returns over a specific period of time involving minimum risk. Also, effective tax planning will help in reducing a person’s tax liability.
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Our Leaders
Man Mohan Pandey
Director | CFP
More then 15 years of journey helping people creating wealth, designing portfolio and reaching financial goal in most efficient and transparent way .more the 500 case study
help me to choose write investment for different financial goal . Better understanding of risk management part gives investor financial freedom . I believe in continuous learning and cultivate my ideas . Climbing mountain experiencing nature is my passion.
Pallavi Saraf
Director | C.A | C.S
Souvik Barman
Service Manager
- A growing professional with a degree in Bachelor of Computer Application from Sikkim Manipal University after being schooled at B.D.Memorial International under CBSE board.
- Comprehensive understanding of subjects like Communication Skills, Digital Systems, Computer Organization and Architecture, Operating Systems, System Analysis and Design and Computer Networks.
- Acquainted with MS Office and good knowledge as well as experience of over 5 years.
- A versatile, analytical and hardworking person with practical hands-on-approach.
- Carries a positive attitude, enthusiastic and a firm believer of team-work.
Rajesh Ravidas
Technical Head
Rajesh Ravidas is a seasoned professional with a strong foundation in technology and a passion for driving digital growth. With a Bachelor of Science degree in Information Technology and a Diploma in Software Engineering, Rajesh possesses a robust academic background that underpins his expertise in the digital realm.
With a proven track record of aiding businesses in their digital endeavors, Rajesh specializes in WordPress website design and development. His proficiency extends to providing comprehensive WordPress maintenance and implementing search engine optimization (SEO) strategies to enhance online visibility and drive organic traffic.
Over the course of his career, Rajesh has successfully assisted over 100+ businesses worldwide, leveraging his skills and knowledge to propel their digital presence to new heights. His dedication to delivering high-quality solutions tailored to each client’s unique needs sets him apart as a reliable and trusted partner in the digital landscape.
Rajesh’s commitment to excellence, coupled with his extensive experience and technical acumen, positions him as a valuable asset to any business seeking to thrive in the digital age.