FINANCIAL PLANNING 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.
Retirement planning is the process of planning and managing your short and long-term finances to help achieve your financial dreams both during your working years and retired life. It involves analyzing your financial objectives, current financial position and expected future cash flows to develop a comprehensive retirement roadmap.
Stellar is here to help its esteemed clients in wealth creation and preservation.
Stellar was established in 2004 as a Mutual fund Distribution company offering innovative investment advice to its clients by having proper Diversified asset allocation in Debt Funds ,Equity Funds & Hybrid(Balanced) Funds in their Portfolio.
To be the most preferred Mutual fund advisory firm in India focusing on long term wealth for all our Esteemed clients.
To help our clients achieve their financial goals and creating long term wealth with the magic of compounding.
The experience our Research Team has is rare to find, knowing in this competitive world, we try to cope up to your expectations whilst keeping our motto in mind. Also, we understand the requirements of achieving your various goals and creating wealth.
Procedure to file a complaint on SEBI SCORES https://scores.sebi.gov.in : Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances.
Investments in the securities market are subject to market risks; read all the related documents carefully before investing.
Attention investors: 1) Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020. 2) Update your e-mail and phone number with your stock broker/depository participant and receive OTP directly from the depository on your e-mail and/or mobile number to create a pledge. 3) Check your securities/MF/bonds in the consolidated account statement issued by NSDL/CDSL every month.
Prevent unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
Dear Investor, if you are subscribing to an IPO, there is no need to issue a cheque. Please write the Bank account number and sign the IPO application form to authorize your bank to make payment in case of allotment. In case of non-allotment, the funds will remain in your bank account.
