ISWM

30/08/2025

enjoy the 1st article.
Many more to follow soon.

22/08/2023

⚡️💐*10th Founding Day. * Thanks to all of you for Wishes, Support and Blessings. 🙏🏼🙏🏼 A decade passed by since we formally started the mission *Humane to Those in Distress*. The founding power-woman Ms. Poonam Jain had the empathy to serve and ‘business’ happened as by-product. We served citizens of 35+ countries, numerous Embassies, MNCs, international Insurance companies; in Search, Rescue, Evacuation, Medical support, Medical Transport and even Death. Challenges many in this unorganised Sectors. But 20+ years experience of Ms. Poonam at US embassy; world travel and humane perspective made the journey easy for us and our clients are our lifelong friends. Blessings galore. Awards showered. We are Adaptive to situation and change. Business gives Enough of earning to sustain an easy life. EPS multiplied. And contemplating going Public 🤗. God give us strength to serve more-longer 🙏🏼 Www.ISAPLGROUP.com

02/12/2022

🗓️
This time of the year; we review the Finances, Investment Portfolio(Equity, Bonds, MFs, Bullion, Real Estate) and Insurances (Health, Life, Vehicle, factor, office).
If you want yours to be reviewed for a nominal fee of 501/-(Donation to NGO Together We Will), send your existing Portfolio / Insurances to [email protected] Mention your name-location in the Subject of email.
(Offer open till 10-Dec-2022)

https://www.iswealth.in/

24/10/2021

Somewhere in 2013 someone gave me this piece of mind. Being a jobbie for 24 years, it was difficult to understand the essence.
I too came across many since then who are as clueless as I was.
They wonder and ask ' aap karte kya ho?'. My standard answer 'Time kamaata hoon!'. And they go huff :-)

Answer is with www.iswealth.in

02/10/2021

We know it is not easy to WFH: 12 hours a day and then scanning the 'Best 10 Mutual Funds'. End up lose opportunity of better returns on your hard-earned money in a poorly collected Mutual Fund bunch.
Your money deserves better returns and only you can ensure this. Decision is yours:
Either be a 'self-appointed' part-time / learner on your own Money. Or let we Design, Advise, monitor, churn your MF Bouquet.
You focus on Earning. We focus on Growth !

Yes....we do take a share out of your GAINS 🤩

01/08/2021

Another Game-changer: Monday will be interesting day for e-Payment, FinTech and Banking:

​e-RUPI connects the sponsors of the services with the beneficiaries and service providers in a digital manner without any physical interface. It also ensures that the payment to the service provider is made only after the transaction is completed. Being pre-paid in nature, it assures timely payme...

04/07/2021

एक 90 वर्ष के बुज़ुर्ग को एक बैंक वाले का फ़ोन आया...."दादाजी..आप हमारे बैंक के म्युचुअल फण्ड ले लीजिए,तीन साल में भाव डबल हो जायेंगे.मुनाफ़ा ही मुनाफ़ा है आपका....
दादा ने जवाब दिया - " बेटा,बात तो तुम्हारी बिलकुल सही है लेकिन मैं उम्र के जिस पड़ाव पर खड़ा हूँ...केले भी कच्चे नही खरीदता.....!! "

Wealth is always with a 'timeline'. Indefinite investments are like Abhimanyu not knowing the exit route of Chakrvyuh.

We are experienced to tailor your investment plans per the stage / need of the life.

16/02/2021

"Atamnirbhar"
The petrol prices are going crazy. And so are middle class.
Imagine you are a consumer of 40 L/ fortnight:
1 Dec - 16 Feb: 120 L
Even at the current market price, you ended up paying 834 more.

If you had also invested just 8,585/- On IOC 100 shares
1 Dec - 16 Feb: gain of 955

The Rich / Wealthy are never found complaining of Rising prices. They must be busy identifying opportunity to gain from beneficiaries (in this case Oil Marketing cos.)
Poors don't consume and don't care.
Middle-class : 🖕🏿Busy reacting to 'expenses'.

For more Wealthy ideas... www.iswealth.in

Family Office is a private wealth management advisory service offered to ultra-high net worth investors to centralize focus.

05/02/2021

Healthy people do NOT need insurance. And Insurance is certainly not to scare and sell.
Nowadays, it is simple mathematics.
Considering the 5* Health facilities and expense thereof; a 3 days Hospital Bill can outsmart the 5 years Health premium.
www.iswealth.in

03/08/2020

Mutual Fund is the favorite Investment tool for quite sometime. Very Popular and convenient. Investors accumulate funds, looking at Newspapers and online advises. Many have varieties and list beyond 5 funds.

It may be noted that a 'MF' is already Diverse enough. So the Investor need not go for further diversified portfolio, beyond 5 funds.

ISWM Wealth Manager can help you refine your Portfolio of MFs. (No strings attached).

With an over-diversified portfolio, you are not giving enough heft to any fund to meaningfully add value. A modest outlay will prevent even the best performers from moving the value needle much.

02/08/2020

Those 'tips' from your favourite Banker and Online Security portals have been 'staged'. And you are the actor to them :-(

29/07/2020

The last 4 months have seen some big action. I shall publish a note soon.\
Meantime, Indian General Insurance is due for consolidation. Govt attempted to merge the PSU (oriental, National, New India...) into a single entity. But then govt is govt...
Here we have the mammoth ICICI-GIC swallowing Bharti-AXA soon...

The announcements on the matter could be made in the next two weeks, sources said.