YFS is your partner in making your financial goals attainable and achievable in this dynamic market. Now, where the market changes in a very short span of time, we leverage technology to benefit the best from each change for our customers. As the future is anchored on digital, we at YFS provide a modern and transparent digital platform for all our customer segments to access the market and make smart investment decisions.
We manage treasury money for our corporate /institutional clients and a large portfolio of high networths individuals (HNIs). We also help the middle income segment/salaried people to save more by investing and creating wealth.
Why to invest in mutual fund?
To create wealth over time by setting goals and investing as per
risk appetite. Investing in mutual funds provide numerous benefits
like: diversed portfolio, professionally managed funds, low
investment cost, tax benefits, liquidity, flexible payment plans
and many more.
Why to invest in Health Insurance?
Health insurance enhances access to health services and offers
financial protection against high expenses of medical facilities.
Some key features include coverage for hospitalisation expenses
(Pre and Post admission), cost of treatments, medical check ups,
OPD expenses. On top of that, it helps in tax savings also.
Why to invest in Term Insurance?
Term life insurance provides long term coverage at affordable
premiums. It is a pure risk protection plan which provides death
benefits to the nominees in case of unfortunate demise of the
policy holder. This also benefits the policy holder in income tax
savings.
Why to invest in NPS?
NPS is more secure pension cum investment scheme launched by GOI
to provide old age financial security to the citizens of India.
Along with that, it benefits the investor to save tax on 2 Lac of
income, up to 65k every year.
Why to invest in Corporates FD's?
Corporate FD's usually offers higher interest rates than bank
FD's. The penalty period in corporate FD is also normally less
than bank FD. It is a safer investment option as they are backed
by rating agencies.
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