One Focus. YOU!
One Focus. YOU!
One Focus. YOU!
Our Services
Multi Family Office
An estate comprises of different assets spread across numerous products. Managing it involves high stake decisions and keeping a vigilant eye on the ever-changing financial, economic and regulatory landscape. All of this sum up to an anxious roller coaster ride for the investor.
Private Wealth Management
We use our proprietary behavioural finance models to understand you and assess your risk appetite. Risk profiling is one of the most crucial aspects of the whole process. Goals are set as per your current financial position, risk tolerance and investment horizon.
Financial Planning
Online calculative solutions, launched with advance features, which helps to compute critical financial calculations.
Tax Planning
Tax planning involves assessing & understanding an individual’s financial situation from a tax perspective and devising means to decrease their tax liability.
Option Strategies
When it comes to derivatives – futures and options – investor fraternity is polarized, some would never do it as they perceive it as gambling and others can’t stop doing it.
Why Us?
Why you should choose us?
At Accrue Finvisor, we believe trust is the cornerstone of any long-lasting relationship. Hence, each day, we go the whole nine yards to stay as your trusted partner for all wealth services. The stringent compliance and policy framework ensures complete transparency at all levels.
From Blogs
Equity to be Taxed! | Grandfathered? | What can an Investor do now?
It has been a week since the budget, the hue and cry of long-term capital gains on equity was the epicenter of most discussions among serious equity investors. Was it correct to have a tax on gains arising equity? What really is grandfathered? Is that even a word? Why is it used in the context of taxation? Talking about grandparents, one can relate to unconditional gifts, so was there a gift in the budget for the investors?...
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What are Bitcoins? Simply explained
It is digital money
It is an amalgamation of two words, they are “Bit” that represent digital like zero or one and “coin” as in money, therefore it means digital money. But is it the first type of digital money? No! I am sure every reader of this post must have experienced at least 10 different examples of digital money. Examples of digital money...
New to Equity? Try 5 simple rules! Part 1
A lot of investors are increasing equity exposure in their portfolios and getting uncomfortable about it. This feeling is natural while starting a journey in unknown territory. But on the other hand, there are many investors who have multiplied their wealth over the last few decades using equity markets. Therefore is there a way to learn from the accumulated wisdom and experience of the veteran equity investors? Well, This is an attempt...
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Child plan never benefits a child! Do you know why?
The purpose of term insurance (Death benefit) is to safeguard against monetary loss due to death of an earning member of the family. With the same logic, the regulator prohibits solicitation of life cover by a woman in a domestic role or a housewife. However, the same regulator allows child plans in which even a newborn can be insured. There are two questions here, Why regulator defies its fundamental definition of life insurance in child plans,...
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How many funds should you have in your portfolio?
When one invests in Mutual Funds and tends to choose diversification across multiple schemes. The common view is, this reduces the risk your money is exposed to. However, what really needs to be asked is, “Is there really is an ideal number of funds that should be in one’s portfolio?” Before answering this question, it is important to first set the agenda or objective of investing in actively managed Mutual Funds...
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New to Equity ? Try 5 simple rules - Part 2
The solution - The Equity mindset
1.Principal protection
Get prepared to see capital erode by 10-15% (perhaps more) in short term – Do not panic, this is not a calamity or a sign of misfortune, it is natural behaviour of equity, invest more in such times...
Market Scenario (1st Aug 2019)
Why Markets are falling?
NIFTY is down more 7.5% since 4th July. But, Why? The government is back with greater than expected majority thus representing a stable political situation moreover this government has set an audacious target of becoming a 5 trillion economy in 5 years from now. The fiscal deficit target of 3.3% of GDP is prudent, crude oil prices have fallen to 64$ per barrel, a fall of more than 15% from its previous