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Shreyansh Kumar

SHREYANSH KUMAR

Investment Manager

Uttar pradesh, Uttar pradesh, India

PRO

Networker

As the proud recipient of the CNBC TV 18 award, featured in famous newspapers like Economic Times and blogs like Cafe Mutual, also honored with the esteemed Kon Banega Clientpati title, we stand as the top choice for all investors' financial needs.

Do you also face these problems?

"Tired of inadequate savings"
"Difficulty in finding suitable investment options"
"High-Interest Credit Card, loans or mortgages "
"Paying huge taxes and don't know about tax saving "

These are some common financial challenges faced by many individuals that can hinder their financial progress.

But I believe that everyone deserves access to sound financial strategies that can help them navigate these challenges successfully. As a skilled Wealth Architect and Personal Finance Professional, I, at PRABETA VISION LLP offer personalised solutions tailored to the unique needs and aspirations of each client. I work closely with my clients to:
- Analyse their financial situations
- Access their risk tolerance and
- Develop Comprehensive Investment Plan

Whether the goal is to plan for retirememt, save for child's education or generate passive income, I provide expert guidance and recommendations.

What sets me apart is the deep understanding of investment instruments and their potential to create long term wealth. With a proven track record, I have helped numerous clients achieve consistent returns and financial security.

If you are seeking professional guidance to tackle your financial challenges and build prosperous future, I am here to help. Get in touch with me to schedule a 1:1 consultation call and take first step towards financial success.

Mutual Funds

Unlock the potential of your money with mutual funds. Our expert team will help you reach your financial goals, whether you're saving for retirement, education, or something else. We'll handpick top-performing funds and manage your investments for you.

With mutual funds, you can spread your risk and increase your chances of earning steady returns. We'll take the time to understand your unique needs and tailor our recommendations to suit you. And we'll keep you informed and confident with regular updates.


Portfolio Management

Take control of your financial destiny with our exceptional portfolio management services. We specialize in crafting personalized investment portfolios designed to maximize returns while minimizing risk.

With our expertise, your portfolio will benefit from diversification across various asset classes and alternative investments. Our meticulous approach ensures that your investments align with your unique goals and risk tolerance.

Our team of seasoned professionals continuously monitors and adjusts your portfolio to capitalize on market opportunities and adapt to changing economic conditions. We keep you informed every step of the way, providing regular updates and performance reports.

Experience the confidence that comes with having a well-managed portfolio tailored specifically to you. Contact us today to explore how our portfolio management services can help you achieve your financial aspirations.


Capital Bonds

Looking for a reliable and secure investment option? Look no further than capital bonds! These financial instruments provide a stable and predictable income stream, making them an essential component of any well-diversified portfolio.

Capital bonds offer a unique combination of stability and attractive returns. They are issued by reputable organizations, including governments and corporations, ensuring the safety of your investment. With fixed interest payments and the potential for capital appreciation, capital bonds provide a steady path towards financial growth.

Whether you're a conservative investor seeking income or a long-term planner aiming for capital preservation, capital bonds are a smart choice. They act as a cushion during market downturns and provide a dependable source of income, allowing you to maintain financial stability even in turbulent times.


Goal Based Investment

Dreaming of a comfortable retirement, funding your child's education, or buying your dream home? Our goal-based investment solutions are designed to turn your aspirations into a reality.

Rather than relying on generic investment approaches, goal-based investing takes a personalized approach to your financial journey. We work closely with you to understand your specific goals, time horizons, and risk tolerance. Based on this information, we create a tailored investment plan that aligns with your objectives.

Our team of experts will guide you through the goal-setting process, helping you define clear and realistic targets. We then implement an investment strategy that combines the right mix of assets and investment vehicles to maximize your chances of success.

Goal-based investing offers numerous advantages. It provides clarity and focus, ensuring that your investments are purpose-driven and in line with your long-term vision. It also allows for periodic review and adjustment to stay


Insurance

Insurance is the key to securing your financial well-being and providing peace of mind for you and your loved ones. Our comprehensive range of insurance solutions offers you the protection you need against life's uncertainties.

Whether it's life insurance, health insurance or any other type of coverage, we have you covered. Our team of insurance experts will assess your unique needs, analyze various options, and guide you towards the most suitable insurance plans tailored to your specific requirements.

Insurance provides a safety net during challenging times, ensuring that you and your family are financially protected against unexpected events. From covering medical expenses to safeguarding your assets and ensuring your loved ones' financial stability, insurance plays a crucial role in mitigating risks and providing a solid foundation for your future.


Peer-to-Peer Lending

Experience a revolutionary way of lending and borrowing through Peer-to-Peer (P2P) lending platforms. P2P lending connects investors directly with borrowers, bypassing traditional financial institutions and creating a win-win scenario for both parties.

As an investor, P2P lending offers you an opportunity to diversify your portfolio and earn attractive returns. By lending to creditworthy individuals or businesses, you can potentially earn higher interest rates compared to traditional savings or investment options.

For borrowers, P2P lending provides a convenient alternative to traditional lending sources. It offers competitive interest rates, flexible terms, and a streamlined application process, making it an attractive option for individuals and businesses seeking funding.

At our firm, we specialize in P2P lending and offer a platform that brings together investors and borrowers in a secure and transparent manner.


AIF

Looking to diversify your investment portfolio and explore unique opportunities? Alternative Investment Funds (AIF) offer a gateway to exciting and potentially lucrative investment avenues beyond traditional options.

AIFs open doors to a wide range of alternative assets, such as private equity, venture capital, hedge funds, and more. These assets often have the potential for higher returns and lower correlation with traditional markets, making them an attractive choice for savvy investors.

Our team specializes in AIF management, helping you navigate this dynamic landscape and identify promising investment opportunities. We carefully analyze AIF offerings, assess fund managers' track records, and align them with your investment goals and risk appetite.

By investing in AIFs, you gain access to professional management, extensive due diligence, and the expertise of fund managers specializing in niche markets.


Loan Against Mutual Funds

Need funds without liquidating your valuable mutual fund investments? Our Loan Against Mutual Funds service allows you to leverage the untapped potential of your portfolio to meet your financial requirements.

Instead of selling your mutual fund units and losing out on potential returns, you can use them as collateral to secure a loan. This way, you can access the funds you need while still benefiting from the growth potential of your investment.

Our seamless loan process ensures quick and hassle-free access to liquidity. We evaluate your mutual fund portfolio, considering factors such as the type of funds, their value, and your repayment capacity. Based on this assessment, we offer you a loan amount that suits your needs.

By opting for a loan against your mutual funds, you retain ownership of your investments and continue to benefit from any capital appreciation or dividends they generate. It's a smart way to unlock liquidity while keeping your long-term investment goals intact.


Millenial's Money Mistake by Shreyansh Kumar

Shreyansh Kumar, a Qualified Personal Finance Professional, is a man of his words who wants to assist people with one of the major problem in any household i.e. lack of wise financial management. He wants to help young people understand how money works, and more importantly, how to make it work for you.

Why you should buy this book?

"Millenial's Money Mistakes" will help you understand the most common money mistakes you are making and how you can avoid them to achieve financial freedom. This book will reveal the secrets of wealth creation and financial success.

What's in for you?

After reading this book, you will learn how to invest, manage mortgages, save for retirement and many other tried and tested tips and tricks to achieve your financial dreams. All the learnings in the book are unique in itself which makes "Millenial's Money Mistakes" an easy solution to all your Financial Problems.


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