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Milestone Planner
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Get a tailor-made portfolio that leads you to all your life goals.

Secure your future, One Milestone at a Time!

Service Overview

Our Milestone Planner takes a goal-based approach to investing. We help you prepare for life's major milestones, such as building a home, planning your child’s education, marriage, retirement, and more. We work closely with you to identify your life milestones and create a tailored investment plan that aligns with your financial goals. We utilize a mix of equity, mutual funds, insurance, and other investment vehicles to build a robust corpus for each milestone.

Key Takeaways For Clients

  • Customized Investment Plan: A personalized plan based on your specific milestones, financial situation, and risk appetite.

  • Disciplined Approach: Systematic investment strategies that help you stay on track towards your goals.

  • Tax Efficiency: Maximize your returns while minimizing tax liabilities through smart investment choices.

  • Regular Monitoring and Rebalancing: Ongoing assessment and adjustment of your portfolio to ensure alignment with your goals.

  • Peace of Mind: Assurance that your financial future is secured, allowing you to focus on living life.

How We Solve Your Challenges?

Step 1

Understanding your Income & Milestones.

Step 2

Strategic Planning for Optimum Solution.

Step 3

Implementation &

Monitoring

Step 4

Ongoing management & Rebalancing 

Step 5

24x7 Support & Reporting

 Why Choose SSIS for Milestone Planning? 

1

Goal Identification & Prioritization

We start by understanding your life’s major milestones and prioritizing them based on importance and time horizon.

2

Strategic Asset Allocation with SIP Advantage

We create a diversified portfolio that balances risk and return, using a blend of equity, debt, and insurance products.

3

Tax-Efficient Returns

We focus on instruments that provide tax-optimum returns, adding the perfect mix of tax- saving and growth opportunities. 

4

Lifecycle Adjustments

As you progress through different stages of life, we adjust your investment strategy to reflect changing priorities and financial goals.

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GET STARTED TODAY!

Ready to Secure Your Future? Take the first step towards a financially secure future. 

Have you started Planning for your Major Milestones?

Yes, I've Started!

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  • #1 What is the MSME Prosperity Planner?
    The MSME Prosperity Planner is a customized investment planning service designed specifically for micro, small, and medium enterprises (MSMEs) in India. It helps businesses grow their reserve cash and excess working capital by investing in liquid instruments that offer market returns while maintaining the liquidity of fixed deposits.
  • #2 How does this service help my business?
    This service allows your business to earn higher returns on reserve cash compared to traditional fixed deposits, without sacrificing liquidity. It ensures that your funds are always accessible when needed while maximizing growth through smart, customized investment strategies.
  • #3 What types of investments are used in this service?
    We primarily use liquid instruments such as debt funds, liquid mutual funds, shares with high dividend yield and treasury bills. These investments provide market returns and maintain high liquidity, making them ideal for businesses that may need quick access to their funds.
  • #4 How do you ensure that my funds remain accessible?
    We analyze your business’s cash flow and financial needs to design an investment strategy that aligns with your liquidity requirements. The instruments we choose are specifically selected for their ability to provide quick access to funds, ensuring that your business can withdraw money as needed without delay.
  • #5 What makes this service different from simply using a fixed deposit?
    While fixed deposits offer security, they typically provide lower returns and may require a penalty for early withdrawal. The MSME Prosperity Planner, on the other hand, offers higher returns through market-based instruments while maintaining the same level of liquidity as a fixed deposit. This means you can access your funds without penalties, and your money works harder for you.
  • #6 Is there any risk involved with these investments?
    All investments carry some level of risk; however, we carefully select liquid instruments that balance risk with the need for liquidity and return. Our team monitors your investments continuously, making adjustments as needed to manage risk while aiming to maximize returns.
  • #7 What kind of businesses benefit most from this service?
    This service is ideal for MSMEs (Retail stores, wholesalers, and factory owners) with reserve cash that would typically be placed in a fixed deposit but who are seeking higher returns. Businesses looking for a smart, flexible investment strategy that doesn’t compromise on liquidity will benefit most from the MSME Prosperity Planner.
SOME FREQUENTLY ASKED QUESTIONS
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