The service class in the country works really hard to put up healthy and financially secured life for their future and the future of their kin's. However, their dreams for the future and the desired lifestyle are difficult come by without proper planning. It is only fair that the right financial advisory and investment planning is delivered to this segment of customers, because dreams are everybody's right. Headquartered in Shimla, BIZACC Investment Private Ltd was primarily established to help clients achieve their goals of market investment. The firm offers its clients, assistance only after thorough understanding of the client`s goals and objectives. BIZACC's recommendations are designed to be long-term solutions, instead of just short-term fixes.
Most importantly, Bizacc's investment philosophy is based on its belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investors attitudes, objectives, circumstances and risk-taking capacity. Basically, Bizacc adopts a structured and disciplined advisory approach and provides its clients with portfolio solutions which meet the desired financial goals and milestones. This portfolio is a range of solutions that complement its advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend product solutions within client's overall asset allocation in an unbiased manner after evaluating all the options available in the market.
For any client seeking financial planning, Bizacc reviews client's current financial situation first. Following this, Bizacc offers assistance in defining financial goals in the areas of personal income management; risk management; and educational, retirement, estate, tax and investment planning. A computer-based analysis of the client`s present situation in each area is conducted and eventually general and specific recommendations are made to the client to help accomplish the client`s goals and priorities.
Most importantly, Bizacc's investment philosophy is based on its belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investors attitudes, objectives, circumstances and risk-taking capacity. Basically, Bizacc adopts a structured and disciplined advisory approach and provides its clients with portfolio solutions which meet the desired financial goals and milestones. This portfolio is a range of solutions that complement its advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend product solutions within client's overall asset allocation in an unbiased manner after evaluating all the options available in the market.
For any client seeking financial planning, Bizacc reviews client's current financial situation first. Following this, Bizacc offers assistance in defining financial goals in the areas of personal income management; risk management; and educational, retirement, estate, tax and investment planning. A computer-based analysis of the client`s present situation in each area is conducted and eventually general and specific recommendations are made to the client to help accomplish the client`s goals and priorities.
Of course, Bizacc Investment's portfolio not only includes the service of mutual fund investments, but also additional services like Portfolio management, Income tax returns, EPF and GST Services, Project reports and accounting, All Insurance products(health, life, general, marine and term insurance), Market investment through Stocks Trading, and hand holding & timely advice during the course of investment period.
Bizacc has 70% of its clients from service class spread across 12 districts of Himachal Pradesh and other part of the country. The client's main requirement is retirement planning and Tax saving.
The firm is dealing with all tax saving scheme of mutual funds as well as insurance scheme, in order to help the customers reap the benefits of 80C as well as 80D. Being from service sector, these clients want to design their portfolio according to their needs. Given Bizacc expertise in all products of their need, the customers gradually get interested in market investment, which again, is satisfied by Bizacc.
At the fundamental level, Bizacc is interested in client satisfaction. This also forms the motto of the firm. "Regular communication with client is must. From time to time, we share the updates of present market changes with our client through mails, messages and through Whatsapp groups. With mobile apps we are trying to make the investment process easy and hassle-free for our clients", explains Ketan Sharma, CEO & Director, Bizacc Investment.
In future, Bizacc Investment intends to give its clients much better returns and satisfactory portfolios to help them achieve the desired goals for which they started investing their money and placed their faith in Bizacc. Few other objectives for organization growth include online assessment of each and every client of Bizacc, introduce a mobile app enabling clients to access their investments anywhere anytime, more frequent review of all clients portfolios, client awareness programs and more frequent client meetings according to the requirement (both online and offline).
Bizacc has 70% of its clients from service class spread across 12 districts of Himachal Pradesh and other part of the country. The client's main requirement is retirement planning and Tax saving.
The firm is dealing with all tax saving scheme of mutual funds as well as insurance scheme, in order to help the customers reap the benefits of 80C as well as 80D. Being from service sector, these clients want to design their portfolio according to their needs. Given Bizacc expertise in all products of their need, the customers gradually get interested in market investment, which again, is satisfied by Bizacc.
At the fundamental level, Bizacc is interested in client satisfaction. This also forms the motto of the firm. "Regular communication with client is must. From time to time, we share the updates of present market changes with our client through mails, messages and through Whatsapp groups. With mobile apps we are trying to make the investment process easy and hassle-free for our clients", explains Ketan Sharma, CEO & Director, Bizacc Investment.
In future, Bizacc Investment intends to give its clients much better returns and satisfactory portfolios to help them achieve the desired goals for which they started investing their money and placed their faith in Bizacc. Few other objectives for organization growth include online assessment of each and every client of Bizacc, introduce a mobile app enabling clients to access their investments anywhere anytime, more frequent review of all clients portfolios, client awareness programs and more frequent client meetings according to the requirement (both online and offline).
