To,
WHOMSOEVER IT MAY CONCERN
SUB: Investment of /Trust/ Societies
Sir,
Let me take this opportunity to introduce Ourselves We are a qualified group of people working, since last 30 years, Managing portfolios, of Individuals, HNI’S and Major Institutions of our Area. We Specialize in Investment of Institution Charitable in Nature, like Educational Institutions, Ashrams, Hospitals, etc. We help in preparing a Financial Vision Document, for the respective Institutions, helping institutions, to be Finically Independent. We are working with various Institution to Managing and optimize their Working Capital & Cash Surplus, advising as to how to generate sufficient funds to manage Gratuity, Super nation Funds as per Govt Guidelines & guideline as per Mandated by respective Governing Board & depending also on cash inflows & outflows requirements, with utmost safety.
BALAJI Investments & Services is well established organization in Dehradun for the past THREE DECADE, Our Director Mr. Shashank Jain embarked on a mission to assist investors in achieving their goals in a tax-effective manner amidst the dynamic and evolving landscape of personal finance. Starting as a fledgling person armed with contemporary insights and empathy, he has ascended to become the most reliable financial person in Uttarakhand. Over the years, his reputation for integrity has permeated the flourishing education industry, ensuring his enduring presence at the forefront of the field.
Driven by a passion for learning, he has assisted both individuals and institutions, introducing innovative products tailored to specific needs. As his enterprise expanded, he enlisted the expertise of professionals, including a Chartered Accountant (CA) and a lawyer, to address any issues or requirements that may arise.
Currently overseeing a portfolio of over 1,000 investors and managing assets totaling more than ₹1,000 crore, Balaji Investments caters to a diverse investor base. This includes individuals, Institutions, Trusts, Societies, Provident Fund Trusts, Charitable and Religious Trusts, Educational Institutions, NRIs, and others, with a notable presence in Uttarakhand.
ABOUT INVESTMENTS
- Investing is a holistic approach and is primarily based on ‘’goals’’.
- Individuals and institutions have distinct and specific objectives with varied well-being-related requirements.
PRODUCTS/AVENUE CONSIDERED FOR WELL- BEING
- Efficient Cash Management/ Investment solutions.
- Specially Designed, customized as per their needs and provide them minimum levels of risk.
- Covering range of schemes like Building Corpus fund, Gratuity Funds, Pension Schemes.
As per the present Investment avenues required for Trust & Societies, we see, as to where to Invest, and how much to Invest in a particular asset class/instrument. One also has to keep in mind a few options according to one own requirement, and were in the Financial Vision Document prepared by us helps the Institution to have a clear understanding of the financial side
We always keep into account certain considerations, while making investment decision:
- (1) Proper Asset Allocation
- (2) Safety Factor for such Investments.
- (3) Return on Investment.
- (4) Liquidity which can be made available to us if required, any time.
SCOPE OF OPERATION
- Preparing Vision document
- Proper Asset Allocation
- Safety Factor for such Investments.
- Return on Investment.
- Liquidity which can be made available to us if required, any time.
- The legal Aspect of the Investment.
- How to Build Corpus Fund, Gratuity Fund and Super natation Funds.
- Views on the Macro Economic Variables
Any query regarding on the above subject matter or how well all these deployments help a institution to maximize their returns, can be discussed. For us to understand Further, attaching a Brief note on Vision document, Gratuity, and Retirement, for us to have a little insight of the Work we Do.