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Smart Planning for a Secure Financial Future
At A.K.S. & Associates, we offer well-rounded financial advisory services designed to help individuals and businesses make informed decisions in areas of investment, insurance, mutual funds, loans, and overall financial planning. Whether your goal is wealth creation, risk protection, or securing funding for personal or business needs, our team ensures you get the right solution at the right time.
We believe that financial success comes from structured planning and disciplined execution—and we’re here to guide you every step of the way.

Our Services Include:
✅ Insurance Advisory

Life Insurance: Term plans, ULIPs, endowment plans, and whole life policies
Health Insurance: Individual and family health coverage, critical illness, top-up plans
General Insurance: Property, fire, vehicle, travel, and liability insurance
Claim assistance and policy reviews to ensure adequate coverage

✅ Mutual Fund Investments

Risk-based portfolio allocation: Equity, Debt, Hybrid, ELSS (Tax Saving) funds
SIP (Systematic Investment Plan) strategy and monitoring
Direct and regular plans based on investor profile
Capital gains tracking, 80C tax-saving options, and exit load analysis

✅ Loan & Finance Advisory

Personal and Business Loans: Assistance with documentation, eligibility, and disbursement
Home Loans: Property verification, bank coordination, and loan structuring
Loan Against Property (LAP): Funding for personal or business expansion
Project Finance & Working Capital Loans for SMEs and startups

✅ Investment Planning & Wealth Management

Goal-based planning: Retirement, education, marriage, and asset creation
Portfolio review and diversification strategies
Tax-efficient investment structuring under Section 80C, 80D, 10(10D), etc.
Regular performance reporting and rebalancing advice

Why Choose A.K.S. & Associates for Investment & Finance?

✅ Independent and unbiased advisory focused on client interests
✅ One-stop solution for insurance, mutual funds, tax saving, and loans
✅ Certified financial experts and industry tie-ups with reputed institutions
✅ Personalised investment planning aligned with your life and business goals

📞 Contact us today for a financial health check-up and take the first step toward a smarter, more secure future.

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Investment & Financial Advisory Services

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