Maximizing Your Financial Assets
With three kids to put through college, it was important for Melissa to maximize her financial assets—learn more about how she did it.
How can you maximize your investments?
College Savings
Paying for your children's college education can seem daunting but with early planning and smart investing, you may be surprised at how much you can accomplish. With a college savings plan, you get tax-deferred growth on earnings while you save and the result can be quite significant
You Can Talk To Your Adviser About…
- How to start planning for your children's education right away and whether your state offers any additional benefits for investing in your plan.
- Investigating which financial products will be the most effective in helping you meet your own long-term goals.
Mutual Funds
Considering the number of mutual funds that are available, it's highly likely that you'll be able to select funds that match your goals, time frame and risk tolerance level among other factors. The key is to get expert advice and ongoing guidance—that's where a financial adviser can help you make sense of the myriad of options and monitor your progress.
Retirement
Indians are living longer, active and healthier lives. However, unlike previous generations, most Indians can no longer rely on pensions or Social Security alone. They have to take control of their financial futures and plan for a retirement that could last 25 or 30 years—even longer.
How Avyukta Earth Estate India Ltd. Can Help: Melissa's Story
Melissa
It took a lot of money and hard work to put my three children through college.
Melissa and kids at celebration
I just wrote my final tuition check and we celebrated! Now I can plan on spending some money on myself and a long retirement. I know my adviser will help me make the most of my money.
Melissa and her financial adviser
Thanks to my adviser, I opened 529 College Savings plans early on. He also urged me to contribute the maximum to my Royal Plan and invest in funds outside my plan. I'm so glad I did. Melissa's story is a hypothetical situation.
Financial Solutions
Where Do I Begin?
It's remarkably easy to estimate how much money your children are likely to need. Connect to our College Cost Calculator, project college costs and take the first step in creating a realistic college savings plan.
Products To Help With Maximizing Your Financial Assets
Mutual Funds
Choose from a wide range of options to match your goals, timeframe and comfort level with investment risk.
Learn more »