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  • Financial Planning | Wealth Management | Retirement Planning |Investment Advisor
    market trend and shifting paradigm We primarily strive to converse the capital value over the years and achieve optimal returns on our investment Risk Management We function on certain defined business ethics We keep the interest of our clients first and thelast Our services are based on ethics knowledge and promptness We follow absolute fairness when it comes to the interest of our clients We believe in nurturing a long term bonding withour client centric approach Wealth Management Having the correct asset allocation is as important as selecting the correct investment instrument Wealth managers at SRE give your personal finances the much needed specialist care that helps you not just preserve your wealth but also grow it Read More Retirement Planning The best retirement plan is one that starts early Our retirement planning services ensure that the golden years of your life are truly golden Early and correct investing should be your walking stick and not anyone else s obligations So do not wait to plan till you retire start now Read More Mutual Funds Mutual funds enable you to invest in almost every category of investment With hundreds of options to choose from a financial planner s assistance is

    Original URL path: http://www.srefp.in/ (2016-05-01)
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  • About Us
    suit clients risk appetite 2004 SRE through its associate Ray Trading Pvt Ltd acquired membership of the Multi Commodities Exchange MCX and the National Commodities and Derivatives Exchange NCDEX 2005 Launched an NRI desk and commenced our first overseas operations in Dubai U A E 2006 Launched Financial Planning Academy FPA Our directors initiated this venture with a mission to promote financial literacy amongst the masses 2007 SRE Financial Planners a subsidiary of SRE I Ltd came into existence It provides high end financial solutions which help clients achieve financial freedom A team comprising of highly qualified Certified Financial Planners who delve into the clients entire financial history and architect a plan which meets all financial goals 2008 Accredited by Dun Bradstreet as one of India s Leading Equity Broking Houses 2010 Inaugurated FPA training centers in multiple locations Initiated the FPA franchise model to extend our network of existing SRE business associates YOGESH GUPTA CHAIRMAN Mr Yogesh Gupta is the founder and director of Sykes Ray Equities I Ltd He has obtained his Masters Degree in Economics and is also a Certified Financial PlannerCM With more than two decades of experience in the Financial Services Industry Mr Gupta has been passionate about conceptualizing and offering financial services to the Indian Masses SRE has Pioneered corporate retail broking in India Customer interest has always been our number one priority This defines who we are Now as to where we are headed it is transforming ourselves to professional financial planners providing holistic goal based purposeful investments Over the years our highly experienced family of financial professionals have delivered comprehensive financial plans and products Thus ensuring our customers growth and ultimately leading to their financial freedom Thus our philosophy Let s grow together ANUP GUPTA MANAGING DIRECTOR Mr Anup Gupta is the Managing Director of Sykes and Ray Equities I Ltd SRE He has served on various committees of the BSE and is currently a member of the Executive Committees of BSE Brokers Forum ANMI and a member of the Capital Markets Committee of Indian Merchants Chambers He has also been instrumental in the expansion of SRE to establish a strong foothold in the market We have chosen to expand through the franchisee model simply because India is a land of Entrepreneurs and looking at the nature of the Capital Markets we felt that it is the best way forward We have more than 400 Associates and branches and will grow to over a 1000 in the next 3 years and focus on wealth management Our Associates will grow as we empower them with Knowledge and support them with Technology to become Financial Doctors We conduct regular investor awareness programs across the country in our endeavor to spread financial literacy We shall continue to expand our network of associates and client base with a focus on nurturing the clients wealth OUR VISION To nurture the wealth of the retail client while providing adequate knowledge and awareness which helps them meet their life

    Original URL path: http://www.srefp.in/about.php (2016-05-01)
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  • Need
    one person entitled to make use of the entire cover should the need arise Personal accident and critical illness riders may be taken if necessary Life insurance If an individual has no financial dependents life insurance is not necessary and will be a waste of money If there are financial dependents the quantum of life cover required must be calculated Thereafter it is advisable to take only a pure term life insurance cover to the extent life insurance is required Property insurance Protection against losses caused by earthquake fire damage from other causes breakdown burglary etc may be taken if required and to the extent required Retirement Planning We strongly believe that Retiring Planning to retire are entirely two different things You are responsible for your financially comfortable retirement No one else is There is a wrong notion that planning for retirement should start when a person approaches retirement Nothing can be farther from the truth Retirement planning must start as soon as a person starts earning The best private retirement plan would be a sustained systematic investment into well diversified equity linked savings scheme ELSS mutual funds or index funds So long as interest on the Public Provident Fund PPF remains tax free this would also be an excellent retirement avenue for the conservative investor Employees who are eligible for Employees Provident Fund EPF should make the maximum possible contributions to the EPF Investment Planning Invest in a very well diversified equity portfolio of blue chip stocks and or use systematic investment and systematic transfer plans into mainline diversified equity mutual funds for wealth enhancing growth investments Real estate is also a good long term wealth enhancing avenue of investment However real estate suffers from some drawbacks such as poor liquidity difficulties in verification of title requirement of large

    Original URL path: http://www.srefp.in/need.php (2016-05-01)
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  • Investment Planning
    do it yourself investor should think Knowing your strengths and weaknesses along with the length of time you are ready to commit to nurturing your investment ideas course will yield you the desired dividends Investment is ideally chosen with a goal in mind income safety and growth You need to decide which one is your priority out of these three Based on this you must select and plan your investment strategy How to Formulate your Investment Plans Make an Assessment Kick start your investment journey by analyzing where you currently stand How old are you your source of income what is the time horizon or how long can you invest to touch the investment goal goes hand in hand Don t forget to gaze your investment knowledge though you can also consult an investment consultant Know What You Have Knowing where you are is equally important as being aware of what you possess Start with analyzing what bonds or stocks you currently hold if any This will help you delineate a well defined investment plan with a set long term goal Make a List of Investment Choices Now it s time to making the right investments based on your assessment and your assets You need to understand the investment opportunities available and also the alternative investments Here again a well qualified investment advisor can help you understand the investment options and choices for you in making the right investments management strategy for life How SREFP can Help We just help you give your family whatever they want be it security income or growth in terms of investment Whether it is the promise that you wish to fulfill of taking your family to a vacation buying your dream house better education to your children or their marriage we stand by you

    Original URL path: http://www.srefp.in/investment-plan.php (2016-05-01)
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  • Wealth Management Plan
    that enriches every other relationship of your life We ensure your legacy but before we get you there where you would like to reach by helping you draft your living wills living trust etc What is the Big Fuss Wealth planning is more than merely retirement and wealth transfer It s all about realizing your family s particular goals and visions by delineating the right strategy support and resources We need to thoroughly understand the situation your objectives and help you recommend thoughtful estate planning and mutual and close coordination with associated personal advisors The Chronological Strategy We Follow Our wealth management advisory approach is an amalgamation of personal finance planning and investment consultation We are of the vision that when it comes to planning your finance it is necessary to understand your life goals to ascertain how you can reach there Your wealth plan will encompass a wide range of phases concerning the management of your wealth that includes asset allocation cash flow evaluation credit management asset diversification making a will etc Customized Wealth Plans We are trained and accredited financial advisors who can guide you with your investment decisions We offer most suitable and reliable solutions given your individual needs investment objectives and risk appetites that include Education planning for your children Protection for your family Managing and growing wealth Retirement planning Philanthropy planning Family governance Portfolio management Risk management Business planning Tax planning Insurance planning Why Should You Trust We re full service wealth planners offering a sophisticated fusion of diligent financial planning along with multifaceted portfolio management offering extensive financial services and absolute after tax returns to your heirs It s time now to protect your assets We can help you safeguard your most valuable asset and help you make a will to ensure you and

    Original URL path: http://www.srefp.in/welth-management.php (2016-05-01)
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  • Retirement Planning
    will live longer post retirement require more money for medical emergencies and other basic requirements Given the rising inflation it is necessary that we start saving early in our lives for retirement so that we don t need to compromise and depend on others or your children even after we have stopped earning How to Plan for Retirement You must plan for your early retirement and to make retirement as your financial goal it is imperative to consider some very crucial aspects that plays a great role in your retirement planning How much is my Retirement Corpus The answer to this question is not so easy and straightforward as it looks Constant planning and periodic analysis of financial health is imperative to ensure that you have made the best retirement plan that can answer this question aptly Some factors that may impact your decision of quantity of money you would require for retirement include When you want to retire What kind of retirement lifestyle do you desire What is your marital status and social liabilities How the inflation taxes and investment return will impact your plans Accordingly the various factors that influence your retirement corpus are considered to account for

    Original URL path: http://www.srefp.in/retirement-planning.php (2016-05-01)
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  • Tax Planning
    discourages cash outflow Tax reduction of cost leads to increase in the profitability Every sane person must maximize the returns and increase the profits through accurate and fool proof tax planning It is highly impractical to understate the fallout of ignoring tax regulations Personal Tax Services Under the increasing income slab and growing complex rules personal tax professionals can sail you through the issues influencing your personal and family tax liabilities with an objective to help your effectively organize your tax burden assuring compliance with the tax laws Personal Tax Consulting Being the owner of a private firm or a high earning individual maintaining your personal and family wealth along with the value of your estate could be your major concern This is where tax consultant and tax advisor can come to your rescue guiding you through the tax saving investments and help you by their tax planning tips that can look beyond the present and sneak peak into the future Compliance with Personal Tax Considering your personal tax situation you should be sure that you completely comply with the tax rules and benefitting from any tax credits available to you We help you prepare your personal tax returns that include calculating your tax liabilities using the finest tax tools and technologies Estate Wealth and Succession Planning You have been instrumental in building your private company and pushing it to hit success Now looking at future you want it to be in safe hands In addition you also want that your personal wealth and property is maintained and passed on to right and safe hands You might be bombarded with myriads of queries Do you know who would run your business once you retire Should you pose restriction on using the resources and wealth of your business for some stretch

    Original URL path: http://www.srefp.in/tax-saving.php (2016-05-01)
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  • Insurance Planning
    to make is an integral part of your planning Life insurance could be a value added component that can leverage to boost financial goals and obligations which you may owe There are several other benefits too attached with this component Benefits it Attracts It offers insurance coverage packed with a cash value component enabling you to accumulate money that too tax free It also offers returns if held for long term It also helps protect some assets from tax upon your death as the benefits of death insurance are mostly exempted from tax In addition having cash in hand can help you take care of unexpected expenses It can help you or heirs to have liquidity at the time when they need it most In a nutshell no other asset can offer you this level of tax efficiency predictability and better piece of mind but life or family insurance Types of Insurance you require There are several types of insurance plans in India like liability insurance family insurance disability insurance health insurance etc You may need a suitable life insurance and family insurance plan and a few more given your present and future needs It must also depend on your earnings and liabilities It is always suggested to consult some professional and expert insurance advisor to delineate the insurance planning considering all the pros and cons of the plan As such decisions would surely require professional intervention to pick the best insurance plan making it perfect How We Can Help As it is imperative to have a few types of insurance to keep your and your family s future secure and stress free it is advisable to consider a few best plans considering your needs We are one of the pioneers in consulting and formulating your personal financial plans coupled

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