The Financial Well Being

SELECT A GOAL AND SEE HOW YOU CAN ACHIEVE IT
There’s more to life than just LIVING. Life becomes meaningful when you have something worthwhile to live for. Our family goals & milestones make our lives richer and fuller. However, our goals may well be far more challenging than we could possibly imagine.
Here’s why
  • Money loses its value overtime due to inflation
  • You could lose half of your money’s worth every 12 years or so
  • The perceived comfort and safety of guaranteed returns draws us towards inefficient instruments
  • Remember, you could possibly be guaranteeing yourself a LOSS
So plan your goals Today. Take control before it is too late.
Retirement, Education or Wedding. Car or a Dream Vacation. All you need to do is:
  • Identify the Goal
  • Know the time frame
  • Pick the right instrument
  • Take adequate exposure
  • Stay invested with discipline
and Watch the power of compounding spell its magic.
The Financial
Well-Being
Insightful… Actionable… More than Four decades
of experience and actionable insights brought in
to simplify your finances and your life.
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ATTENTION INVESTORS:
• Precautions for clients dealing in options • || • Investor Charter : Annexure A – Stock Broker | Annexure A – Research Analyst (RA) | Annexure A – Investor Charter -DP • || • Advisory for KYC updation • || • Advisory for Investors • || • Investor Awareness regarding the revised guidelines on Margin Collection • || • Link your Aadhar number with us here. • || • IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account- Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. “ISSUED IN THE INTEREST OF INVESTORS” "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors."
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KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

Sushil Financial Services Private Limited - CIN No. U67120MH1991PTC063438- Member : BSE/ NSE. SEBI Registration No. - INZ000165135.. Depository Participant (CDSL) SEBI Registration No.- IN-DP-504-2020. Research Analyst SEBI Registration No.- INH000000867. IPO Distributor. AMFI Registered Mutual Fund Distributor ARN No. 77875 Registered Since : 04-Jan-2010 Valid till : 03-Jan-2027 .

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