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How to earn income from free time?

Investment Associate can opt for transaction revenue sharing model (Clearance of necessary certification mandatory)

Existing distributors or those who are aspiring to become one can use EldersWealth platform to offer multiple financial products and services to their clients through a single platform and earn an additional income. However, it is mandatory to clear regulatory certification to avail this service.  Our ‘revenue sharing’ model enables channel partners / investment associates to enhance their business. For all the customers you acquire or the business/AUM you bring in, your contribution will be acknowledged and rewarded as per the pre-decided terms.

The revenue sharing slabs are categorised basis number of active customers and business volumes / AUM. Our key objective here is to offer an extremely transparent and fair business model for mutual growth.

(Suitable for: Existing distributors of financial products or services having valid certification / peoplewilling to take up certification) 

2. Referral partners can earn referral incentives (Certification not required)

Join our affiliate program and earn incentive on each successful recommendation. It is an opportunity for referral partners to earn incentive* for each converted client. By communicating and getting more number of clients on-board, you are not only utilising your resources and capabilities optimally but also earning income in the free time. This way you can utilise your free time in the golden years and earn rewards basis your networking and communication skills.

*Fixed one time referral fees for each customer upon the first transaction

(Suitable for: Active customers who are only interested in earning fixed incentives on referrals andnot in the execution or follow-up of transactions) 

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Insurance is a smart way to shield your personal finance in case an unexpected expense causes an imbalance between spending and earnings.EldersWealth offers a range of insurance plans to safeguard your financial wellbeing against various uncertainties such as death, accident, theft, fire etc.

Types of insurance

Life Insurance

For securing your loved one’s future and shielding them against financial crisis in the event of an untimely death

Vehicle insurance/ Motor insurance

To protect personal vehicles from the damage caused by natural or human-made destructions such as earthquake, floods, accidents, theft etc.

Travel insurance

To cover the loss occurred during a trip. For eg: medical emergency on the trip, travel accidents, trip cancellation, lost luggage etc.

Home insurance

For protecting your property against losses caused by incidents such as theft, fire or leakage, earthquake or lightening etc.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Wealth Management Services are not the same as investment advice. Wealth Management Solutions are a more holistic approach and not just an advisory facility. Some of the Best Wealth Management Firms, like EldersWealth, not only provides investment advice but also provides all the services needed to manage one’s wealth and plan for the client’s needs, including the current and future needs of the client’s family.  

EldersWealth’s wealth management services are customised as per client-specific needs. The wide range of financial products such as mutual funds, fixed deposits, PMS, alternative investment funds, ULIPs, estate planning, reverse mortgage etc. are combined to effectively meet the client’s goals. Our comprehensive Wealth Management Platform  handles client’s financial information and duly maintains the confidentiality of information received during the course of wealth management.

We proudly call ourselves one of the Best Wealth Management Firms in Bangalore we utilize the diverse financial disciplines such as investment planning, tax planning, insurance planning, retirement planning and estate planning as a bundle of services; with an aim to provide the Best Wealth Management Program to our customers.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Alternative investment Funds are a non-conventional investment avenue that puts your money primarily in real estate, private equity or hedge funds. Since these funds have no correlation with stock or debt market, investing in them can diversify your portfolio and also mitigate market risk to a great extent. Alternative investment Funds (AIF) pool cash from refined private investors. This money is put in different tools as per the investment policy of the AIF. The minimum investments and costs for AIFs are beyond typical investments. However, being open solely to private investors, AIFs are considered illiquid investment option. However, there is a cap on investment amount of Rs. 1 crore. The same is cut down to Rs. 25 lakhs, for directors, employees and fund managers of the AIF. The number of investors per scheme allowed in AIFs are restricted to 1,000 and 49 in Angel funds. Resident Indian individuals, Non-Resident Indians (NRIs) and foreign nationals can invest in alternative investment funds.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094 

Call Us: 080-47096394 

Corporate Fixed Deposits.

Just like banks, private companies or non-banking financial companies also collect deposits for a fixed tenure and at a pre-decided interest rate. These deposits are known as Corporate Fixed Deposits.

EldersWealth brings you a range of Corporate Fixed Deposits (FDs) of different institutions, tenures & interest rates. They provide guaranteed returns and the interest rates offered by Corporate FDs are relatively higher than traditional bank fixed deposits and even a little higher for senior citizens; therefore investors looking for relatively higher earnings should include these in their investment portfolio. More importantly, the minimum lock-in for corporate FDs is 6 months, meaning, you can redeem your funds after six months which makes them more liquid than traditional FDs. The penalty period on early redemption/withdrawal for Corporate FDs is lower than typical bank fixed deposits. We have handpicked some of the best corporate FDs which are high-safety and quality options to meet your investment goals. It is important to pick companies with a stable and high credit-rating so that you can avail the dual benefits of returns and safety of capital. Apart from credit profile of the company it is important to check the overall financial health of the company. Understand why the company is raising funds and how it has been doing on the account books in the recent past. You should also check if the company has paid regular dividends to its depositors and not defaulted in the past. If there’s a consistent lag in the payment of dividends, there might be a financial instability in the firm.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094 

Call Us: 080-47096394 

Financial planning at an early stage

The sooner you start the bigger corpus you can accumulate over the years

Builds savings habit

A penny saved from an early age cultivates the habit of ‘saving before spending’. Such a habit can help in keeping splurging, impulse purchases and financial worries at bay.

Streamlines finances

A systematic investment of small amount on periodic basis helps you prioritise your primary expenses and organise money matters in the future.

Averages out risk

Early investment also means longer investment period which offers relatively more time to average out ups and downs in the investment and therefore helps mitigate the risk.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Wealth Management Services are not the same as investment advice. Wealth Management Solutions are a more holistic approach and not just an advisory facility. Some of the Best Wealth Management Firms, like EldersWealth, not only provides investment advice but also provides all the services needed to manage one’s wealth and plan for the client’s needs, including the current and future needs of the client’s family.  

EldersWealth’s wealth management services are customised as per client-specific needs. The wide range of financial products such as mutual funds, fixed deposits, PMS, alternative investment funds, ULIPs, estate planning, reverse mortgage etc. are combined to effectively meet the client’s goals. Our comprehensive Wealth Management Platform  handles client’s financial information and duly maintains the confidentiality of information received during the course of wealth management.

We proudly call ourselves one of the Best Wealth Management Firms in Bangalore we utilize the diverse financial disciplines such as investment planning, tax planning, insurance planning, retirement planning and estate planning as a bundle of services; with an aim to provide the Best Wealth Management Program to our customers.

Wealth management solutions and services might differ from one location to another, and it is dependent economic state, saving habit of locals and their income.

Finding the Best Wealth Management Firms can be a challenging task, and here are some common mistakes people do in the journey of wealth management and that you need to steer clear of:

Tax Planning Services & Advisors will distinguish tax planning into broadly three types.

Selection of the wealth manager

Keep in mind to select the wealth management service providers who have ability and willingness to resolve your queries and offer the most suitable options to you.

Revisiting the wealth management plan

Your wealth management plan needs to be reviewed and modified periodically. This includes rebalancing of asset allocation, re-arranging tax-saving investments according to tax brackets, changing investment decision based on the current economy & market condition

Succession planning

A lack of succession/estate planning can lead to a lot of family disputes and legal complications. It is wiser to avail estate planning services provided by EldersWealth to avoid future troubles

Click here for more information:

https://www.elderswealth.com/wealth-management-solutions/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

EldersWealth offers high-security debt instruments – bonds, for investors who are looking to invest in relatively safer investment option than stocks.

How bonds work?

When the Government, Banks or a corporate entity wants to raise money, they borrow a sum from investors and in return, agree to repay the amount plus interest on a periodic basis. This agreement between the issuer (borrower) and investor (lender) is commonly known as ‘bonds’. This interest rate is called as ‘coupon rate’ and the pre-defined time is called as ‘maturity’. Bonds are typically considered as the safe investment avenue as they can offset exposure to equity market volatility and offer stable income stream/cash flow. Today, there are various types of bonds available in the market and each one of them suitable for different types of investors and goals.

Click here for more information:

https://www.elderswealth.com/our-offerings/bonds/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Alternative investment funds are a non-conventional investment avenue that puts your money primarily in land , private equity or hedge funds. Since these funds haven't any correlation with stock or debt market, investing in them can diversify your portfolio and also mitigate market risk to an excellent extent. Alternative investment (AIF) pool cash from refined private investors. This money is put in several tools as per the investment policy of the AIF.

The minimum investments and costs for AIFs are beyond typical investments. However, being open solely to non-public investors, AIFs are considered illiquid investment option. However, there's a cap on investment amount of Rs. 1 crore. the same is cut down to Rs. 25 lakhs, for directors, employees and fund managers of the AIF. the amount of investors per scheme allowed in AIFs are restricted to 1,000 and 49 in Angel funds. Resident Indian individuals, Non-Resident Indians (NRIs) and foreign nationals can invest in alternative investment .

Click here for more information:

https://www.elderswealth.com/our-offerings/alternative-investment-funds/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Just like banks, private companies or non-banking financial companies also collect deposits for a hard and fast tenure and at a pre-decided rate of interest . These deposits are referred to as Corporate Fixed Deposits.

EldersWealth brings you a variety of Corporate Fixed Deposits (FDs) of various institutions, tenures & interest rates. they supply guaranteed returns and therefore the interest rates offered by Corporate FDs are relatively above traditional bank fixed deposits and even a touch higher for senior citizens; therefore investors trying to find relatively higher earnings should include these in their investment portfolio. More importantly, the minimum lock-in for corporate FDs is 6 months, meaning, you'll redeem your funds after six months which makes them more liquid than traditional FDs. The penalty period on early redemption/withdrawal for Corporate FDs is less than typical bank fixed deposits.

We have handpicked a number of the simplest corporate FDs which are high-safety and quality options to satisfy your investment goals. it's important to select companies with a stable and high credit-rating in order that you'll avail the twin benefits of returns and safety of capital.

Apart from credit profile of the corporate it's important to see the general financial health of the corporate . Understand why the corporate is raising funds and the way it's been doing on the account books within the recent past. you should also check if the corporate has paid regular dividends to its depositors and not defaulted within the past. If there’s a uniform lag within the payment of dividends, there could be a financial instability within the firm.

Click here for more information:

https://www.elderswealth.com/our-offerings/corporate-fds/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Real Estate / Mortgage Services

Our real estate partners can help you monetize your physical assets (Rent or Sell) to generate an additional stream of income to supplement your existing wealth.

All of us built an estate in some way or the other. It comprises of everything from your car, house, deposits, investments, insurance and any other personal possession. Sizeable or not, this estate holds a very significant place in your heart and you would want it to be handed over to someone beloved or responsible in case of your unfortunate absence tomorrow. ‘Estate Planning’ is nothing but a fulfillment of that wish. It’s an arrangement to ensure that your wishes are carried out while saving your loved ones from the hassle of taxes, legal fees and court visits; usually with the help of the most common and simple estate planning tool – Will

Click here for more information:

https://www.elderswealth.com/our-offerings/estate-planning-will-writing/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Wealth Management Solutions

Plan your finances with one of the Best Wealth Management Firms

Wealth management, as the name suggests, is a financial service that takes care of one’s investment and overall wealth needs. This includes, taking into account existing investments of clients, consulting and discussing their life goals with them and managing their finances in the most efficient manner to help the clients realise their financial goals. EldersWealth is one the Best Wealth Management Firms in Bangalore and specialises in providing suitable Wealth Management Solutions for happy senior years of one’s or one’s parent’s life.

Wealth Management Services are not the same as investment advice. Wealth Management Solutions are a more holistic approach and not just an advisory facility. Some of the Best Wealth Management Firms, like EldersWealth, not only provides investment advice but also provides all the services needed to manage one’s wealth and plan for the client’s needs, including the current and future needs of the client’s family.  

EldersWealth’s wealth management services are customised as per client-specific needs. The wide range of financial products such as mutual funds, fixed deposits, PMS, alternative investment funds, ULIPs, estate planning, reverse mortgage etc. are combined to effectively meet the client’s goals. Our comprehensive Wealth Management Platform  handles client’s financial information and duly maintains the confidentiality of information received during the course of wealth management.

We proudly call ourselves one of the Best Wealth Management Firms in Bangalore we utilize the diverse financial disciplines such as investment planning, tax planning, insurance planning, retirement planning and estate planning as a bundle of services; with an aim to provide the Best Wealth Management Program to our customers.

Click here for more information:

https://www.elderswealth.com/wealth-management-solutions/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Financial planning at an early stage

The sooner you start the bigger corpus you can accumulate over the years

Builds savings habit

A penny saved from an early age cultivates the habit of ‘saving before spending’. Such a habit can help in keeping splurging, impulse purchases and financial worries at bay.

Streamlines finances

A systematic investment of small amount on periodic basis helps you prioritise your primary expenses and organise money matters in the future.

Averages out risk

Early investment also means longer investment period which offers relatively more time to average out ups and downs in the investment and therefore helps mitigate the risk.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

EldersWealth offers high-security debt instruments – bonds, for investors who are looking to invest in relatively safer investment option than stocks.

How bonds work?

When the Government, Banks or a corporate entity wants to raise money, they borrow a sum from investors and in return, agree to repay the amount plus interest on a periodic basis. This agreement between the issuer (borrower) and investor (lender) is commonly known as ‘bonds’. This interest rate is called as ‘coupon rate’ and the pre-defined time is called as ‘maturity’. Bonds are typically considered as the safe investment avenue as they can offset exposure to equity market volatility and offer stable income stream/cash flow. Today, there are various types of bonds available in the market and each one of them suitable for different types of investors and goals.

Click here for more information:

https://www.elderswealth.com/our-offerings/bonds/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Alternative investment Funds are a non-conventional investment avenue that puts your money primarily in real estate, private equity or hedge funds. Since these funds have no correlation with stock or debt market, investing in them can diversify your portfolio and also mitigate market risk to a great extent. Alternative investment Funds (AIF) pool cash from refined private investors. This money is put in different tools as per the investment policy of the AIF. The minimum investments and costs for AIFs are beyond typical investments. However, being open solely to private investors, AIFs are considered illiquid investment option. However, there is a cap on investment amount of Rs. 1 crore. The same is cut down to Rs. 25 lakhs, for directors, employees and fund managers of the AIF. The number of investors per scheme allowed in AIFs are restricted to 1,000 and 49 in Angel funds. Resident Indian individuals, Non-Resident Indians (NRIs) and foreign nationals can invest in alternative investment funds.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Just like banks, private companies or non-banking financial companies also collect deposits for a fixed tenure and at a pre-decided interest rate. These deposits are known as Corporate Fixed Deposits. EldersWealth brings you a range of Corporate Fixed Deposits (FDs) of different institutions, tenures & interest rates. They provide guaranteed returns and the interest rates offered by Corporate FDs are relatively higher than traditional bank fixed deposits and even a little higher for senior citizens; therefore investors looking for relatively higher earnings should include these in their investment portfolio. More importantly, the minimum lock-in for corporate FDs is 6 months, meaning, you can redeem your funds after six months which makes them more liquid than traditional FDs. The penalty period on early redemption/withdrawal for Corporate FDs is lower than typical bank fixed deposits. We have handpicked some of the best corporate FDs which are high-safety and quality options to meet your investment goals. It is important to pick companies with a stable and high credit-rating so that you can avail the dual benefits of returns and safety of capital. Apart from credit profile of the company it is important to check the overall financial health of the company. Understand why the company is raising funds and how it has been doing on the account books in the recent past. You should also check if the company has paid regular dividends to its depositors and not defaulted in the past. If there’s a consistent lag in the payment of dividends, there might be a financial instability in the firm.

Click here for more information:

https://www.elderswealth.com/our-offerings/corporate-fds/

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394

Beware Of Murky Dealings In Real Estate Investing in Real Estate Assets Is Lucrative, Murky Dealings Look Highly Lucrative - EldersWealth

Beware Of Murky Dealings In Real Estate

Investing in real estate assets is lucrative; murky dealings look highly lucrative.

No legal remedy will rescue you, if you fall prey to such risky dealings.

We cover a series of such murky dealings in these columns.

In large majority of cases, it is the ‘greed’ of investors, which has lead them to invest in murky dealings in real estate assets, resulting in losing huge sums of money. Most of the time, entire life savings are lost in such dealings and many times, after losing the property, the burden of repaying long term loan, availed to acquire the asset has put the family of investors into hardships, no one can imagine.

Address: 28/A 3rd, Main Road, AECS Layout, RMS Colony, Sanjaynagar, Bangalore-560094

Call Us: 080-47096394