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Our Investment Experts Cater To The Minutest Of Queries

This post is quite close to our hearts. Because in many ways, it defines who we are.

Let us talk about two recent examples.

Example 1

The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to better use, but who has the time with a 12-hour job! While we were discussing his financial goals, he gave us a pile of 5 booklets (call them policies). And he smiled and said – “Can you please go through them and tell me what to do?”

And so we did. We not only analyzed the policies for him, we ended up giving him some useful advice, based on our expertise.

So, trust us when we say we go beyond our job description, to help clear those small doubts in your head, which you never ask or share with others!

Example 2

A month back, we met a 22-year-old female who wanted to start saving. It was a usual savings-discussion we were having when she mentioned, how she had no idea about what her tax liability would be that year.

This was of concern because she had just received her salary slip where tax had been deducted for the very first time. She asked if we could help her. And there we were, helping her calculate her tax.

The point we are trying to make is – we are always there for you.

We can never promise to do just everything for you, but if it is within our realm of possibility and knowledge, then we go all out to help you.

You must be thinking why on Earth do we do it? Well, we believe in getting married to our clients. We are not just a platform where you can begin investing or a set of people who will list out 3 funds to invest in.

We are a bunch of financial experts who treat our clients like family. And we do that in our style!

Did a financial query just pop up in your mind? Do not hesitate to call / Whatsapp us on +91 97693 56440. You can also comment on this post or email us on contact@cagrfunds.com

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How CAGRfunds Makes Investing Simple For You

How CAGRfunds decodes the complexity of financial planning for you?

When we first started this business, we went out to talk to our friends about what they thought about investing and financial planning. May we say, we were surprised with the kind of responses we got?

While some of them knew bits and pieces of what financial planning means, most of them were upfront about why they never thought about it. Or rather, thought about it but kept on delaying any action. It was just too complex. That is when we decided to keep investing simple. Whether it was the concepts, the terminology, the planning or the transactions, we were absolutely sure that everything about financial planning needs to be simple.

So we started spending time with every such person we met. Our conversation never started from “How much do you want to invest?” We almost always just asked, “What do you do with your salary or earnings?” As we got answers to what people did with their earnings, we asked more questions, and then more answers. We think we are very good listeners. So that helps us to understand how best we can simplify your finances for you. And thus started the journey of decoding or let us say de-jargonizing the process of financial planning.

Likewise, we never get into terms like CAGR, ROI, risk profile, net worth etc. At CAGRfunds, we believe that there is always a simple layman-way of explaining things. So we generally pick up situations from your life to explain every relevant term to you. For example, if you are an entrepreneur and are wondering how risky will equity mutual funds be, we will perhaps take instances of how you set up your company to give you a sense of what risk in equity means.

Being able to de-jargonize and break down financial planning into simple concepts has helped us a lot in connecting with people who have limited understanding of finance and numbers or who are unable to take the right decisions about managing their money. And hence, we love to interact with people.

If you are one of them who wants to grow their wealth but is confused about how to go about it, maybe you should befriend us. We don’t charge you for a conversation, so no harm giving it a try!!

Whatsapp / Call us on +91 97693 56440 or email us on contact@cagrfunds.com.

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Our Clients Love Us For The Personal Attention We Give

Financial planning is increasingly getting algorithmic and robotic. But when we go out to meet people who want to start investing, it is rarely as simple as just giving them a list of 4-5 funds. To give you a sense of what we mean, some common issues which come up in our meetings are as follows:

  1. My parents took a few LIC policies for me. I know they don’t make sense but I don’t know what to do with them
  2. I currently spend everything I earn. How do I start saving and how much do others save every month?
  3. I have never tried investing. Now that I want to start, what do I do with the amount lying in my bank account?
  4. I save a good amount every month. I have an ongoing RD with my bank
  5. My Relationship Manager from the bank said I should invest in XYZ plan for tax benefits
  6. I invest in mutual funds. I chose the funds from Google based on the highest returns over the last 1 year

And the list goes on.

Well, Indians need a person to talk to. Not just for investing but for every little query that they have. We might buy medicines online but we all have the one family doctor whom we call up in case of any medical issue. CAGRfunds intends to be exactly that family friend who caters to all your financial requirements.

With an experience of a little over one and a half years, we realized that managing your money is not just about suggesting where to invest. It is all about trust. And trust is established when you feel comfortable about reaching out to us whenever you have a question in mind.

We, therefore, treat every client like family. Your financial well – being is our responsibility and we are happy to become your financial partner throughout your investing journey. We realize this when our clients complimented us for being approachable and reachable. Something that sets us apart from others in this industry. We are able to cater to every client only because we are a small team.

So, no we don’t want a million users in 3 months. We are happy to make you a part of our small family and stick by you and your future generations!

Have a money-related question in mind? Maybe you would want to befriend us. Call / Whatsapp us on +91 97693 56440 or email us at contact@cagrfunds.com. We love to get back within 24 working hours!