At Linac Finserv, we bring expertise as an AMFI-registered Mutual Fund Distributor, dealing in mutual funds, insurance, bonds and govt. securities, helping individuals and businesses achieve their financial well-being and aspirations through strategic and personalized solutions.
By combining strategic thinking with a meticulous focus on preserving wealth, we ensure that our clients not only achieve their financial objectives but do so with peace of mind.
Our Practices
We believe in taking long term view and design investment strategy. We help our clients to achieve a financial goal but at the first instance we help them identify their goals. Then we suggest a product mix based upon the risk apetite, liquidity requirements, return expectation and foremost the time horizon to reach out to the financial goal.
Our clients constitue a part of the society who are highly successful Entrepreneurs, Professionals, Corporate Heads and affluent Retired individuals.
We Understand
We understand that the financial goals like Children’s Education, Children’s Marriage, Retirement are typically emotional in nature. Once a target amount and time horizon to meet that financial goal is decided, then We encourage our client to take the emotions out of investments.
We practice it by way of few investment formulae like Asset Allocation, Avoiding Short Term calls beyond a certain proportion of investment, and facilitating on the exits.