Complete Financial Planning
Lemon Fundz is a one-stop shop for all your financial planning requirements. We
help you identify and determine your life's financial goals, and then develop a
plan by which those goals can be achieved. This involves investing smartly now,
so that you can reap its benefits at a later stage in life, when you need it. From
selecting the right asset class (equity, debt, real-estate, commodities,
etc) to choosing the right products within those asset classes (Mutual Funds,
Stocks, Bonds, Corporate FDs, real-estate funds, etc), to determining the right time
to enter and exit these asset classes, to managing the portfolio at all times
- Lemon Fundz helps you along the way to achieving your financial goals.
Home Office
A unique concept being pioneered by Lemon Fundz, wherein a professional from our
team will be dedicated to you for all the operational day-to-day needs of your investments,
as well as your employees' investments. We would set up a desk at your facility,
and this professional would be present there throughout the day to serve yours and
your employees' investments' operational needs (such as filling forms/obtaining
statements/maintaining records/solving queries/providing information about products,
etc).
Complete Online Platform
Lemon Fundz has developed a robust online platform which will help its clients not
just to keep track of their investments online, but also to store all their documents
online, thereby providing them access to the same anytime, anywhere. No more keeping
track of paper trails! Whats more, you get reminders for all the important upcoming
events in your calendar, like payment of insurance premiums, due date for SIP payment
in Mutual Funds, etc.
For Corporates
Great entrepreneurial ideas need the fuel of long-term capital, for them to take
off like a rocket and thereafter for sustainable growth. At Lemon Fundz, we aim
to cater to these funding requirements for our corporate clients. We assist you
through the process of fund-raising and help you find long-term capital and investors
who understand your vision and are willing to back it up with their money.
Service Offerings' Synopsis
ACCOUNT TYPE/SREVICES OFFERED | BRONZE | SILVER | GOLD | PLATINUM | TITANUM |
Existing Financial Solution Re-structuring | | | | | |
Comprehensive Financial Solution Construction | | | | | |
Monthly Transaction Statements | | | | | |
Online Account Access | | | | | |
Online Tracking of current Financial Solution | | | | | |
Documents-on-Demand (Online Document Management) | | | | | |
Weekly Newsletter | | | | | |
Access to Research Ideas | | | | | |
1-on-1 Financial Solution Discussion Meet | | Annual | Semi-Annual | Quarterly | Monthly |
Updates on Financial Solution Constituents | | | | | |
General Insurance Advice | | | | | |
Year-end Tax Calculation & Planning | | | | | |
Home Office - Onsite Coordinator | | | Part-time | Dedicated | Dedicated |
Institutional Fund-Manager Meetings | | | | | |