We are a diverse, professional team that is passionate about inspiring you to reach toward abundance in all aspects of your life. No matter where you are in your financial journey, we can provide the education, empowerment and guidance you need to pursue your financial goals for a successful, rewarding future.
Our staff consists of experienced professionals who are knowledgeable and truly care about creating a plan for your dreams. We do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach.
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We have no conflicts of interest in selecting investment products for our clients. Passbook is focused on providing the best advice to our clients, not selling products
To help you make informed investment decisions for you and your family, our approach starts with understanding you, your needs, and your goals.
Our team of experts goes above and beyond to find the best opportunities for growing and preserving your wealth.
We are committed to protecting your privacy and the confidentiality of our relationship.
As mutual fund companies are regulated and supervised by regulatory agencies such as the Securities and Exchange Board of India (SEBI) and the Association of Mutual Funds in India (AMFI), no fund house can abscond with the investor’s money.
SIP is a "Systematic Investment Plan" where an investor invests a particular amount at a regular interval such as quarterly, monthly or weekly.
A SIP allows one to take part in the stock market without trying to second-guess its movements
There's a popular Chinese proverb that says: “The best time to plant a tree was 20 years ago. The second best time is now.”
Mutual funds do not guarantee returns. Also, mutual funds have an element of risk. Simply put, they do not offer risk-free higher returns. If you want higher returns, you should be able to take some risk
