ABOUT US
Marvel Investments is an Investment Planning and Wealth Management Firm, based out of Chandigarh, works in collaboration with Financial Planners and SEBI Registered Investment Advisers and helps them in implementing the Financial Plan, for their Clients.
We deal in various financial products- Mutual Funds, Insurance Products, PMS etc., which helps the clients realize their financial goals, hassle-free.
We also manage and monitor the client's portfolio on a regular basis in order to answer their what-ifs and tackle the changes in their financial plan or in the overall economy as well.
Someone’s sitting in the shade today because someone planted a tree a long time ago.
- Warren Buffett
OUR SERVICES
FINANCIAL PLANNING
Financial Planning is about designing a road map to help you achieve your long and short term goals, taking into account your current/ future, expanses/income, assets/liabilities. It's not only about making investments, but there is much more involved in this. It is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement. The Financial Planning Process consists of six steps that help you take a 'big picture' look at where you are currently.
MUTUAL FUND DISTRIBUTION
In recent times, Mutual Funds, as an investment vehicle are gaining popularity in India. It is one of the important tools to build wealth and achieve short and long-term financial goals.
Different types of mutual funds are ideal for different time-horizons of Investment and the duration in which the financial goal falls due.
INSURANCE PLANNING
Life is full of uncertainties. We cannot predict what future holds. So, it is prudent to take adequate life and personal accident insurance (for the breadwinner) and health insurance (for every member of the family) in order to protect yourself and your family from all sort of uncertainties- death, disease and disability.
“Financial illiteracy is like being in a rain storm and trying to jump in between the raindrops... eventually it all catches you at the same time.” .
Johnnie Dent Jr