Investing

Investing your life’s savings is serious business. It is a means to an end, and it all starts with your financial plan. We believe high-quality financial planning is a prerequisite to a successful investing experience.

Whether working, retired, or somewhere in between, our investment advisors ensure each client’s portfolio is tailored to meet his or her unique needs.

Our process driven approach, aims to achieve consistent Client outcomes through a standardized investment strategy, augmenting our RM capability. With regards to fund distribution, we have devised in –house methodologies that consider a defined set of parameters for fund selection. Structured products form an integral part of our model portfolios enabling more predictable and stable returns, with lower risk as compared to equity investment over a medium to long term period. Our relatively simple product mix of funds and structured products, further positions us well to capture our target clientele.

As part of our holistic approach to clients, we also facilitate estate planning, succession planning and create wills as part of our core objectives, without charging any cost to our Clients.

We Tailors Your Portfolio to Your Unique Needs

We build, manage, and monitor an asset allocation with the highest probability of success that’s unique to your time horizon, financial needs, and risk tolerance.

We screen out companies that don’t align with your social values, such as companies with poor environmental records or questionable employee rights practices.

We invest in companies with high environmental, gender equity, social, and corporate governance ratings. In fact, in 2019, Mercer Advisors joined as the only Registered Investment Adviser signatory to the UN-backed “Principles for Responsible Investing,” a pledge whereby firms commit themselves to incorporating sustainability issues into their investment processes.

We optimize your portfolio across taxable, tax-deferred, and tax-free accounts, taking into account your income level, capital gains, and our capital market assumptions. This ensures your portfolio is tax-efficient from a broad range of perspectives.

Our services

Mutual Fund

SIP

Pension Fund

Stocks

Cryptocurrency

Fix Deposit

Bonds

PPF

Real Estate

ETF

As part of our holistic approach to clients, we also facilitate estate planning, succession planning and create wills as part of our core objectives, without charging any cost to our Clients.

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About Us

At Secura Finance, we believe that financial security is not just a goal—it’s a journey. Founded with the vision of empowering individuals and businesses, we specialize in providing customized financial solutions that help our clients achieve their dreams….Read More

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