Product / Financial Litracy

Financial literacy is the ability to understand how money works in the world: how someone manages to earn or make it, how that person manages it, how he/she invests it (turn it into more) and how that person donates it to help others. More specifically, it refers to the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources. Raising interest in personal finance is now a focus of everyone in new world as the inflation increases day by day and we have to be prepare for tomorrow and fulfilling our needs. Aishwariya MONEY is a Financial Literate Company with expert Advisory Team. As a financial group, we provide a wide range of services that includes Stressed Asset Management, Investment Banking, Securities Broking, Commodities and Currency Broking, Insurance Broking, Depository Services, Wealth Management and various other financial products.
In a short span of time Aishwariya MONEY, with its customized offerings, has emerged as a strong player in the investment market acquiring reputed clienteles that include Government Institutions, Public Finance Institutions, Foreign Institutional Investors, Domestic Institutions (Mutual Funds, Insurance Companies), HNIs, Corporate Houses and SME enterprises.

 

At  Aishwariya MONEY, we provide assistance in the following areas:

 

Investments

 
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Rollover IRAs
  • Educational IRA
  • Child Plans
  • Tax Sheltered Annuities
  • Brokerage Accounts
  • Variable Annuity
  • Fixed, Indexed, and Variable Annuities
  • Mutual Funds
  • Poastal Schemes

 

 

Financial Planning

 
  • Retirement Plans
  • Tax Plans
  • Mutual Funds 
  • Poastal Scheme
  • Eduacation Plans
  • Bonds
  • Estate Plans  
  • Profit Sharing Plans
  • College Plans 
  • Portfolio Management
  • Child Plans
  • Marriage Plans
 

 

Insurance

 
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • General Insurance
  • Health Insurance
  • Auto, Home, Business, and Umbrella Insurance
  • International Travel Medical Insurance
 

 

Tax Planning & Consultancy

 
  • Relocation Tax Issues
  • 50 State Tax Return Preparation
  • Federal Tax Return Preparation w/e-filing
  • Representation Before the IRS
  • Individual Tax Preparation, Planning, and Consultation
  • Refund Anticipation Loans
  • ELSS, RGESS, PPF
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
  • Tax Saving Plans
  • Tax Saving
  • FDs, Insurances

Bonds

 
  • Government Bonds
  • Tax Free Bonds
  • Inflation Linked Bonds
  • Asset Backed Securities
  • Company Bonds
  • Fixed Rate Bonds
  • Zero Coupon Bonds

 

Gold Plans

 
  • Reliance My Gold Plan
  • Gold ETF
  • Gold Jwellery
  • Gold Fund

 

 

 

Company Deposits

 
  • Company fixed Deposit
  • Recurring Deposits
  • Poastal Deposits
  • Government Fixed Deposits
  • Flexi Fixed Deposits
  • High Interest Yielding Deposits

 

Small Savings

 
  • Poastal Schemes
  • Recurring Deposits
  • Systematic Investment Plans [SIP]
  • PPF