- mfmail@glosomewealthx.com
- +91 9167049286
- AMFI Registered Mutual Fund Distributor
A team of highly professional and experienced experts
Effective solutions, while minimizing costs & maximizing returns
Personalized support to our clients, going beyond to meet their financial goals
Committed to upholding the highest standards of integrity
We believe in transparency with clear information in all our interactions
At Glosome, clients always come first
A team of highly professional and experienced experts
Effective solutions, while minimizing costs & maximizing returns
Personalized support to our clients, going beyond to meet their financial goals
Committed to upholding the highest standards of integrity
We believe in transparency with clear information in all our interactions
At Glosome, clients always come first
AUM
Happy Clients
AMC Partners
SIP Book
Branches
Employees
This information helps in asset re-balancing from time to time (usually once in 6 months)
Always important to be aware of what you own and how this is changing over a period of time
This exercise is like fine tuning your portfolio asset mix so that is stays relevant with time.
We do a detailed review exercise once a year and only if necessary, will redeem investment from one fund and transfer to another fund.
This is needed for tax filing which is an annual mandatory ritual for every investor
This call is to discuss about the portfolio, the markets, explaining steps to be taken etc
First is the Accumulation Stage in which one has to save and invest to create a corpus to earn financial independence
Second is the Conservation Stage where one has to safeguard the money because the corpse has already been created and one does not want to lose any bit of
Third is the Distribution Stage where you wish to distribute your money to the next generation in the best possible manner so that the wealth will smoothly flow into the next generation and continue to be nurtured in the manner one has in his or her lifetime
We believe a notional loss is a real loss till markets turn around. Therefore, our philosophy is based on the concept of investment experience. We believe in providing the customer a comfortable investment journey by using the principles of strategic asset allocation and rebalancing
Investing Rs.15,000 per month assuming 12% return can get Rs. 35 Lakhs for your children future in 10 years.
Investing Rs.10,000 per month assuming 12% return can get Rs. 1 Crore in your retirement kitty in 20 years.
Achieve better ROI through smart entry and exits.
At Glosome we priorities security and privacy. We use advanced encryption technologies to protect your data.
Now access all your families investment information in one place.
A dedicated manager to ensure your portfolio is supercharged at all times.
Planning your daughters marriage? Buying your 1st car? Associate every investment with a unique purpose.
Regular check-ins and rebalancing to ensure the portfolio remains aligned goals and risk tolerance.
Minimise your taxes using various tax saver investment options.
Confidence in the advice...
We very much appreciate Glosome have done for us over the past five years. Their advice and help with our investment planning really impressed us, and the way they regularly keep in touch.
Thanks for the quick update today on what is happening in the market! We really appreciate your response to the current changes. It is nice to know we are in great hands with people who really care that our money is working for us. Thanks for doing a great job for us.
First Class Service!
For the past eight years, since our retirement, Glosome have provided friendly and professional advice on a variety of matters. We genuinely trust and appreciate their professional expertise.
It was tricky to choose a financial planner. You must be very careful about who you choose. Some planners are tied to the banks – we wanted someone more independent.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-294478 | Date of initial registration – 10 May 2024 | Current validity of ARN – 09 May 2027
Grievance Officer- Swapnil Kadam | swapnil@glosomewealthx.com
