My Assets Consolidation: Making Future Efficacious by Providing Goal Oriented Investment Planning Solutions

Suresh Parthasarathy, FounderWhen is the best time to invest? Am I ready to invest? Such doubts drop the investors in a state of dilemma. Everyone can invest but for a worry-free investment journey, trailing the route map of financial planner is must. While several canny associates trick novice investors in high-risk investment plans and speculative schemes, My Assets Consolidation (MAC) has been successfully consolidating investor’s finances and trust since 2012. The first financial planner to recommend Portfolio Management Service(PMS)on an agreement basis(flat fee) without any profit sharing, the company provides investment advisory and implementable solutions for goal-oriented investment plans. This helps clientele save upto six percent per investment if he holds the investment for three years.

Planning the New Tomorrow
But educating investors was a big task. Hence Suresh Parthasarathy (Founder, MAC) deploys media sources like The Hindu Business Line, Nanayam Vikatan and Puthiya Thalaimurai TV in creating financial investment
awareness among readers of all ages (till date, the company has created over 900 articles). Also done more than 100 investors awareness programme in the past teo years. “There should be a purpose and goals to investment rather than simply putting money and loosing at the end. Hence, we educate our investors accordingly,” states Suresh. Rather than taking generic approach to financial planning and wealth management, MAC follows a comprehensive, on-going approach in developing life plans and provides true financial planning solution considering it the master plan for scheduling client’s fiscal cycle.

MAC follows a comprehensive, on-going approach in developing life plans and provides true financial planning solution considering it the master plan for scheduling client’s fiscal cycle

Besides proffering insurance planning and investment planning for mutual funds, equity and other schemes, the company offers retirement plans for people earning & living solus after conforming client’s social behavior and even provides customized goal solutions for charity funding. MAC’s flagship offering is its comprehensive financial planning service wherein investments centric to future goals like education, wedding, asset establishment, and family protection are
provided with expert assistance. Since the Government has granted permission to NRIs for investing in Indian avenues, MAC educates them regarding authorized investment, risk appetite and tolerance, and provides advisory in India. This has greatly benefitted NRIs to build investment portfolio.

But what makes MAC investors’ favourite? It is the expertise that Suresh and his team brings into and the effort they take before making an investment portfolio. Having provided financial services to over 600 family, Suresh knows the pulse of the market and probably solution to every investment goals. Employing fine research and operations, Suresh devices investment strategies that perfectly fits an investor’s pocket while brings maximum return.

While adhering to all regulatory compliance, MAC takes a step ahead by undertaking completion certificate from its customers for financial planning. It also renders direct online platform of MF Utility and NSE for the purchase of mutual funds and software service for those wishing for ‘do it yourself’ financial planning.With an annual revenue growth of 40 percent, MAC currently has a Advice Under Advisement (AUA) of Rs. 50 crore, and is aiming to serve one lakh customers and is looking to raise fund to achieve this mark. Having clients across seven states and six countries, the company is working meticulously to mount up its demographics.