All Things Finance, Right Here
Empowering professionals to achieve financial goals and build prosperity safely, surely, and swiftly.
Common Financial Challenges
We Address
we offer a comprehensive ecosystem designed to guide you through every stage of your financial journey.
Unplanned Financial Life
Many individuals make haphazard financial decisions, leaving them unprepared for risks and goals, despite having access to various financial options.
Lack of Goal Alignment
Financial choices are often driven by sales commissions rather than aligning with personal needs and aspirations, leading to misaligned investments.
Lack of Awareness
A deficiency in financial knowledge can result in incorrect asset allocation, leading to investments that may not even beat inflation.
Our Services
1. Planning for Financial Fitness
To assist you in reaching your financial and personal objectives, Zoher provides thorough financial fitness planning. You can create a basic plan for free using our FinnFit platform, and you can speak with our Fine Fit Expert for a more thorough examination.
Important attributes:
- Money and Life Objectives: Establish your goals and financial objectives.
- Corpus Needed: Calculate the entire quantity needed to meet your objectives.
- Planning your cash inflows and outflows will help you reach your savings goals.
- Comprehensive Strategy with an Expert: For a detailed strategy, schedule a meeting with our FinnFit Expert.
2. Management and Planning of Investments
Our investment planning and management services, which include research-backed recommendations for both mutual funds and direct equity, are intended for prudent growth. We present you with chances for great returns with controlled risks as your investment portfolio expands.
Important attributes:
- Prudent Growth Philosophy: Put an emphasis on long-term, scientifically supported investment plans.
- Direct Equity and Mutual Funds: Receive personalized advice on investing in direct equity and mutual funds.
- Options for Advanced Investments: As your corpus expands, investigate carefully chosen options in PMS, PEs, and P2P lending.
- Greater Risk Adjusted profits: A manageable risk profile will yield greater profits.
3. Insurance Planning
Numerous health and life insurance choices from leading Indian insurance firms are available through Zoher. Our priorities are competitive pricing and high fulfillment rates.
Important attributes:
- Access a range of insurance products from top providers for health and life insurance.
- High Fulfilment Rate: Select from insurers who have a 98% or higher fulfillment rate.
- Competitive Pricing: Make sure you receive the greatest prices around.
- Premium Payment Reminders: Get prompt reminders to maintain current premiums.
4. Tax Planning
Zoher provides comprehensive tax planning services aimed at assisting people in reducing their tax obligations through financial portfolio reorganization and wise investment. Our strategy is designed to maximize tax efficiency while matching your financial objectives.
Important attributes:
- ELSS, PPF, NPS, and tax-saving FDs are just a few of the tax-saving options that are available to you. Get professional advice on these.
- Customized Tax strategy: Develop a customized tax strategy that maximizes your investments and savings in close collaboration with our counselors.
- Adherence to Tax Laws: Make sure your tax preparation aligns with the most recent tax laws to lower the chance of non-compliance.
- Boost Your Tax Efficiency: Organize your assets to reduce your tax burden and improve your financial well-being.
- Restructuring your investments strategically can help you save the most money on taxes. Take advantage of our experience in this area.
5. Estate Planning
Your present investments are thoroughly reviewed by Zoher, who makes sure all the information is arranged and compiled. For efficient estate planning and to streamline your investments, this service is crucial.
Important attributes:
- ELSS, PPF, NPS, and tax-saving FDs are just a few of the tax-saving options that are available to you. Get professional advice on these.
- Customized Tax strategy: Develop a customized tax strategy that maximizes your investments and savings in close collaboration with our counselors.
- Adherence to Tax Laws: Make sure your tax preparation aligns with the most recent tax laws to lower the chance of non-compliance.
- Boost Your Tax Efficiency: Organize your assets to reduce your tax burden and improve your financial well-being.
- Restructuring your investments strategically can help you save the most money on taxes. Take advantage of our experience in this area.