• How it works -

    Step 1 We understand you, your financial goals, your risk tolerance and return expectations.

    Step 2 Based on our discussion we develop a personalised plan for you by our best financial consultants.

    Step 3 We assist you in every step starting from creation to strategising your portfolios and providing investment management service.

    Step 4 We take care of you throughout your journey and provide you with asset and wealth management regular updates, custom research recommendations and monitor your investments for you.

  • India : Equity- direct equity, MFs and pre IOPs, Debt-Bonds, debentures, MFs, Bank FDs , Corporate FDs, Real Estate, AIFs,

    Global: Equity- stocks in the US and ETFs, Debt funds and ETFs.

  • Yes, seeking advice from a certified financial planner is a stepping stone towards a better financial foundation and helps you achieve your financial goals, it is totally worth the money. Ensure that the advisor suggests non-commission-based products to you.

  • A good advisor will not only listen to you but also ensure that your needs are taken care of, as they are the experts in money management and know the loopholes in financial products. They are trained to find the best-suited product for you.

  • Azuke will first analyze your risk profile and make investments in credible securities keeping in mind your needs and wealth management. If due to extraneous reasons the security does not perform well, the experts will make proactive decisions to avoid/ control losses.

  • Azuke provides curated solutions and supports you throughout your financial journey. Typically the Robo services are cheaper as it machine-generated solutions with minimal customization. The effort which goes into that solution is almost zero hence the service can be priced lower. In a curated solution creation, the interaction, understanding your needs and your mindset, then creating a bespoke set of plans of action - requires experience, time, and effort. Hence, such services are more expensive.

  • Certified Financial Planners at Azuke will analyze your CIBIL score, interest rates across various banks, and your cash flows- to suggest the best loan product for you. In case you have surplus funds, then a Home Loan Saver account is suggested which is a home loan as an overdraft account.

  • Yes, Azuke will provide investment options for your bonus receipts and any surplus funds in the year. Similarly, in case of an emergency or an unexpected need for funds, Azuke advisor will scan your investments and suggest the suitable money to redeem- keeping in mind the taxation, growth prospects, goal tagging.

  • Yes, Azuke will help you in scenario creation that will tell you exactly the monetary implications of each. This will help you in taking the best decision for your situation.

  • Yes, Azuke as your planner will provide 360-degree assistance in retiring early. Early financial independence is a prime goal for millennials and the younger generation. This requires planning and a disciplined approach over the years. Your advisor can hand-hold you in this journey by avoiding the pitfalls in the intervening period, choosing the right mix of asset classes, and navigating the markets with informed decisions.

  • Planners at Azuke will help you in your estate planning- drafting your will, ensuring that proper nominations are in place, and helping you in case you want to sign up for organ donation.

  • Certified Financial Planners at Azuke will analyze your CIBIL score, interest rates across various banks, and the tenure of the loan to give you the best advice on your car loan. Once you have the loan running, we will also advise you whether it is good to pay off part of the loan with your surplus availability of funds.

  • Azuke will be able to answer this question after analyzing your needs and your dependents. Life cover requirements are dependent on your life goals, the assets you own now, liabilities outstanding and sources of income.

  • Certified Financial Planners at Azuke will analyze policies across various firms and understand your health to give you the best advice on health coverage.

  • Yes, Azuke has the required expertise. for Global Investment Portfolio.

  • Investments made across various asset classes will only be done in your name.

  • No, Azuke does not earn commission for any recommended financial products.

  • We create flexible solutions tailored to your needs.

  • Your data is confidential, and can is only accessed by you and the allocated CFP

  • All the investments will be made in your name hence the investments are safe. Even if you leave Azuke, your investments will remain as they are.

  • Yes, you will receive Quarterly Reviews with updates.

  • A dedicated CFP is allocated to every client.