s Home About Us Contact Us Daiji Dubai Al Mazroui & Clevy
Nidhi Land
  Matrimonial |  Properties |  Jobs |  Classifieds |  Achievers |  Astrology |  Ask Doctor |  Cartoon |  Sponsored Greetings |  Red Chillies |  Tips for life |  Tribute |  Debate
      Search in

 

 

FINANCIAL CONSULTANCY

 

AND 

 

TAILOR MADE U-WIN FINANCIAL PLAN
FOR LONG TERM FINANCIAL GOALS

 


 


Common and Primary Long term Financial goals are:

  •   CHILD EDUCATION

  •    DAUGHTERS MARRIAGE

  •    RETIREMENT

  •    FAMILY MEDICAL FUND

 

 

 

 

Child Education :

•  If an higher education course entails a cost of Rs 25 lakh today, you will require approx. Rs 91 lakhs after 15 years if education cost inflation reigns at  9%.

 

 


 

 

Marriage :

•  An average cost of marriage that is roughly around Rs.10  lakhs today can rise to Rs. 56 lakhs  in 20 years time.

 

 

 

 

Retirement :

•  If your monthly expense is Rs 30,000, and you retire 20 years from now, you will need Rs 1.68 lakh every month (approx. 20 lakh a year).  Retirement corpus required to provide  this expenses is more than 2.5 crores.


 


 

 


Savings / Investment :

•  Investment of Rs. 20000 monthly for your long term financial goal can  create a corpus 76 lakhs in 15 years at 9% yearly growth. However, through same investment, you can create a wealth of 1.34 crores at inflation beating yearly 15% growth.

 


 

 

 

 

We will  assist you to select the right investment option  matching to your  goal and risk appetite. We will help you to achieve your financial goals through Disciplined and affordable savings/investment strategies from the options regulated by Indian Government.

 


Six step process we follow in Financial Planning

1. Establishing and defining client-planner relationship
2. Gathering information and setting financial goals
3. Analyze and evaluate information
4. Evolve and present action
5. Execute the action Plan
6. Monitor and Review Plan

 

 

  Provides independent personal financial advice for all areas of your personal finances.

 

 

WE BELIEVE

In down-to-earth financial advice keeping your interest first. We measure our success by your success.

 

 

OUR PRIMARY AIM

Is to create and conserve wealth for you.  We will suggest investment strategy balancing risks and returns suitably for each investor. We will help you make an informed decision before making any financial commitment so that you understand the reason for the choice and the alternatives.. We will make the application process as streamlined as possible for you. Our clients enjoy long term relationship created through our ongoing advice and assistance throughout the implementation process.

 

 

YOU WILL EXPERIENCE

The peace of mind that comes from knowing your financial life is organized.

 

 

 OUR SERVICES INCLUDE :
 
1. Investment planning/ management – Making best use of your earnings
2. Retirement Pensions - Planning your retirement and the level of income required
3. Child Education planning - special investment strategies for meeting education expenses
4. NRI - alternative for NRE deposits for risk averse investors
5. SEBI regulated Mutual Fund Investments
6. Systematic investment plans - to achieve your financial goals
7. Protection – appropriate insurance  cover for you and your family
8. Health insurance – health coverage for you and your family
9. Assistance to obtain PAN card

 



You can kindly contact us for no obligation consultation in which we will discover your goals and objectives and show you clear roadmap how you can achieve those sooner using various strategies


 

 

PLEASE CONTACT / EMAIL FOR APPOINTMENTS :

 


Andrew L. D’Cunha (C.P.F.A)
+91  9980202153

Email:  finadvisoryltd@yahoo.com


CONTACT:


#24, 3rd Floor, Emporium Complex
Kankanady Post, Mangalore - 575 002
Ph:  +91 824- 4272153
Mob:  +91 99802 02153

Contact person: Andrew  L  D'Cunha (Managing Director)

Website:  www.winwinconsult.com  

 

 

Read Andrew L D'Cunha's articles on Indian Stock Market:

 

 

 
Comments on this article
George Fernandes, Shankerpura/DohaTuesday, July 24, 2012
All the best Andrew and to your able team.. Just wanted to say through this medium that we are happy with the services provided by Win Win investments and it is always been a pleasure talking to you.
Comment on this message

Edmond Noronha, Kirem-SharjahTuesday, July 24, 2012
Andrew is less of of a broker and more of a consultant, who can guide and assist you to plan your finanacials without even thinking of his interestes. In the present world, we can hardly find a person like Andrew who is doing a wonderful service to the society.
All the best to Andrew and to his client base.
Comment on this message

Vinod Victor Patrao, MangaloreTuesday, July 17, 2012
Am from one of the well reputed MF Company and I Interact with Lot of Advisors in Mangalore amongst that he is one of the most respected advisor and who always does ethical Business.
Comment on this message

Mohan H Naik, MangaluruTuesday, July 17, 2012
I am in touch with Mr.Andrew since last 3 years. He is knowledgeable,disciplined and sincere. Moreover i feel he is more of a friend than advisor.
Good luck Andrew.
Comment on this message

Ronald Misquith, Bejai/DubaiSunday, July 17, 2011
Mr Andrew is Profesional and Honest consultant one can trust.
He advises you not only in investment even Health insurence,Childs education plan too.
We are lucky to have person like Andrew as adviser one can rely on him since he is reasonable.
Comment on this message

A. D'souza, Muscat / MangaloreMonday, June 28, 2010
Thank you Andrew for all the good advice given for planning my investments. Before I took your advice I would invest randomly based on advertisements, recommendations from friends etc. Now I have really structured my investments to my future needs. Consulting you was good win win investment.
Comment on this message

bobby, mangaloreSaturday, January 30, 2010
dear sir, i am in abroad now. i would like to invest near around 25 lack inr so give me what is your procidure or brif ideia. thx
Comment on this message

Andrew L D Cunha, MangaloreWednesday, January 20, 2010
Mr. Mallya, to understand more about mutual fund you can read my article "stock markket volatility- a natural phenomenon" in Daijiworld. You can find the link below the advertisement. You can also send a mail to my email id winwinindia@yahoo.com so that we can send you the plans. Thank you
Comment on this message

Gurudatha Mallya, MangaloreWednesday, January 20, 2010
I am interested to know more about investing in Mutual fund and retirement plans, Plese advise me in this regard.
Comment on this message

Dr.Maxim Crasta, Tripoli,Libya/MangaloreSunday, January 17, 2010
Iam a batchmateof Andrew( I was in my B.sc he was in his commerce graduation) at st Aloysius college,Mangalore.well ,Ican say that He was a one of the well known faces in the entire College then,owing to his literary talents and extra curricular activities.I have heard that he is dong very well in his carrer as a consultant.Iam looking forward for his experties to plan my finances.He is a trustworthy and highly result oriented & I have no doubt he would be the best guide when it comes to finances.I wish him good luck.Dev bore karoo Andrew...
Comment on this message

Allan D'Souza, TaccodeFriday, November 20, 2009
I met Mr. Andrew when there was a global economical crisis and I had no clue and little fear about where to invest. But the way he explained me about the SIP investment was really impressive. Though I am working in IT firm, I never concentrated on investing in the Mutual fund. But the advice from Win Win team made me to invest in the top 3 funds and the profit from these funds really good. I recommend to visit Win Win consultants and get a better financial advise. Many Thanks!
Comment on this message

Maxim Menages, Mangalore/doha qatarThursday, November 19, 2009
I met Mr. Alwin recently and found that he is a very good advisor for your financial needs which includes child plan, savings MF etc. Good going Alwin, wish you all the best.
Comment on this message

Ashok D'souza, Mangalore/DubaiTuesday, November 17, 2009
Dear Readers, I am dealing with Andrew for the past 3 years and he has guided me very well and rest assured he advises well , a friendly and cheerful guide , your investments are well advised - Good luck to him and his team, a truly sincere advisor
Comment on this message

Santhosh Fernandes, QatarMonday, November 16, 2009
Andrew has a very good knowledge on the laws / policies govering the Indian economy, hence is able to anticipate and advice the right kind of investment opportunity one can avail and gain maximum returns. His quick response to each and every query raised by us is truly commendable. We are happy with the services provided by Win Win investments and wish them good luck always.
Comment on this message

Eric Rodrigues, MangaloreSunday, November 15, 2009
Mr Andrew and his team are reliable, honest and professional. I consider myself lucky to have a financial adviser like Andrew. I am happy my finances are in secure hands, in fact they are doing exceptionally well. I wish him and his team all the success and in turn our growth as well. Thank you Win WIn Investment.
Comment on this message

Richard D souza, Bajpe/BahrainWednesday, June 03, 2009
Dear readers, I had a good opportunity to have a visit to Win Win Investment few months back. Since then I have not opted for any other investment advisors. I came to know about this investment unit through Daijidubai. I was even lucky to visit this place before the recession could hit the world. Whatever the case may be, I must say Mr. Andrew and the team around him are extremely professionals, Warm, helpful and the advise which you get there is worth investing. I recommend this place especially to those who does not know where to invest & how to invest. Be rest assure your investment is in the right hand.
Comment on this message

Print this Article
Email this article to your friend
 
Write your Comments
 
Article Title Sponsors : Win Win Investments
Your Name
Native Place / Place of Residence
Your E-mail
Your Comment
[Please limit your comments within 1500 characters]

You have characters left.
Disclaimer: Please write your correct name and email address. Kindly do not post any personal abuse, defamatory, infringing, obscene, indecent, discriminatory or unlawful or similar text. Daijiworld.com reserves the right to edit / block / delete without notice any content received from readers.
 
Security Validation
Enter the characters in the image above
 
 
Published by Daijiworld Media Pvt Ltd Mangalore
Editor-in-chief : Walter Nandalike


Main Office :
Emporium Complex , C-5 First Floor, Old Pumpwell road, Mangalore, Karnataka. Pin 575002
Telephone : 0091-824-4259372, 4278372 , Fax : 0091-824-2439373
e-mail   General enquiry: office@daijiworld.com , News & Info : news@daijiworld.com
       

Disclaimer | Privacy Policy | About Us
Copyright ©2001 - 2013. All rights reserved.
Our Franchise Offices
Kishoos Enterprises, Maithri Complex, 3rd Floor,
Udupi Service Bus Stand, Udupi, Karnataka. Pin 576101
Telephone : 0091-820-4295571
e-mail : udupi@daijiworld.com
Daijiworld Middle East FZE
P.O.Box: 84772, Dubai, UAE
Tel: 971-50-6597629  Fax: 971-4-2639207
Email: dubai@daijiworld.com