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    • Home
    • About Us
    • Services
    • Know your Risk Profile
    • Financial Calculators
      • SIP Calculator
      • SIP + Lumpsum Calculator
      • SIP Delay Calculator
      • SIP Step-up Calculator
      • SWP Calculator
      • STP Calculator
      • Goal Planning Calculator
      • Child Education & Marriage Calculator
      • Retirement Planning Calculator
      • Smart Retirement Planner
      • Human Life Value(HLV) Calculator
      • Inflation Calculator
    • Blog
    • Resources
      • Check Your KYC
      • Avail 30 Min. Free Consultation
      • Get Free E-Book on Financial Freedom
      • Open Free Investment Account
    • Contact
    • Login
  • InvestmentMitra founded by Ajay Sharma an IIM Alumnus & Air Force Veteran and Naveen Kumar MBA & Certified Financial Planner with cumulative experience of over 30 years in personal finance domain. It provides distribution services for mutual funds, PMS, AIF, Bonds, Life Insurance, Health Insurance, Digital Gold, Loans etc. We grow when our investors’ wealth grow.

  • Contact Info

    • 205-R, Atlas Road, Model Town Sonepat - 131001
    • 9254673750
    • contact@investmentmitra.com
    • 09958447700
    • 10:00 AM - 06:00 PM

Categories: Estate Planning

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15 Nov

Estate Planning

  • By Ajay Sharma

Estate planning can be challenging but having a sound estate plan in place reduces stress and anxiety on the family and survivors. Here we can help.

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investmentmitra.com
  • 205-R, Atlas Road, Model Town Sonepat - 131001
  • +91 9254673750
  • contact@investmentmitra.com
  • +91 9958447700

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

 

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. SID/SAI/KIM | Code Of Conduct {copyright} {year} {site-title}