A firm by Rajendra and Aditya Satalkar
A firm by Rajendra and Aditya Satalkar
Helping people invest
Helping people invest
With 34 years of experience in stocks and mutual funds we'd say you've come to the right place for investments. We'll help you explore and understand various investment opportunities in the world of mutual funds and stock markets.
With 34 years of experience in stocks and mutual funds we'd say you've come to the right place for investments. We'll help you explore and understand various investment opportunities in the world of mutual funds and stock markets.
Case Studies
Building a Retirement Corpus
for NRI Couple
Client Scenario: A couple in their early 40s living in the UAE wanted to build a diversified retirement portfolio in India with periodic income post-retirement.
Objective: To illustrate the transition from SIPs in growth-oriented funds to SWPs from more conservative funds as a retirement strategy.
Engagement
06 mins
Building a Retirement Corpus
for NRI Couple
Individuals in their late 30s looking to start saving for retirement.
Engagement
06 mins
Building a Retirement Corpus
for NRI Couple
Client Scenario: A couple in their early 40s living in the UAE wanted to build a diversified retirement portfolio in India with periodic income post-retirement.
Objective: To illustrate the transition from SIPs in growth-oriented funds to SWPs from more conservative funds as a retirement strategy.
Engagement
06 mins
Achieving Financial Milestones Through Mutual Funds for an NRI Couple in Paris
Client Scenario: Individuals with various financial goals, including an emergency fund, vacation planning, and wealth accumulation.
Objective: To show the versatility of mutual funds in addressing diverse financial needs and milestones.
Engagement
12 mins
Achieving Financial Milestones via Mutual Funds
Financial Goals: Emergency Funds, Vacation Planning & Wealth via Mutual Funds
Engagement
12 mins
Achieving Financial Milestones Through Mutual Funds for an NRI Couple in Paris
Client Scenario: Individuals with various financial goals, including an emergency fund, vacation planning, and wealth accumulation.
Objective: To show the versatility of mutual funds in addressing diverse financial needs and milestones.
Engagement
12 mins
Diversifying a Concentrated ESOP Exposure
Client Scenario: A senior executive at a listed Indian company had accumulated 95%+ of his wealth in the company’s stock through ESOPs, creating a high concentration and liquidity risk.
Objective: To implement a structured, compliant strategy that gradually reduces exposure to the single stock from 95%+ to around 40%
Engagement
08 mins
Diversifying a Concentrated ESOP Exposure
De-Risking single stock exposure
Engagement
08 mins
Diversifying a Concentrated ESOP Exposure
Client Scenario: A senior executive at a listed Indian company had accumulated 95%+ of his wealth in the company’s stock through ESOPs, creating a high concentration and liquidity risk.
Objective: To implement a structured, compliant strategy that gradually reduces exposure to the single stock from 95%+ to around 40%
Engagement
08 mins
How Paying Capital Gains Tax Led to Higher Wealth Creation
Client Scenario: An investor who sold a property considered investing ₹50 lakhs in Capital Gain Bonds under Section 54EC to save taxes. After advice from Acumenn Money, he instead paid ₹12 lakhs in tax and reinvested ₹48 lakhs in diversified mutual funds for five years.
Objective: To demonstrate that paying capital gains tax and investing the remaining amount in mutual funds can generate significantly higher, inflation-beating returns compared to tax-free Capital Gain Bonds.
Engagement
10 mins
Saving for a Dream Home
A young couple planning to buy their first home within the next 5-10 years.
Engagement
10 mins
How Paying Capital Gains Tax Led to Higher Wealth Creation
Client Scenario: An investor who sold a property considered investing ₹50 lakhs in Capital Gain Bonds under Section 54EC to save taxes. After advice from Acumenn Money, he instead paid ₹12 lakhs in tax and reinvested ₹48 lakhs in diversified mutual funds for five years.
Objective: To demonstrate that paying capital gains tax and investing the remaining amount in mutual funds can generate significantly higher, inflation-beating returns compared to tax-free Capital Gain Bonds.
Engagement
10 mins
Process
From initial consultation to investment execution, our tailored approach ensures that your financial journey is aligned with your goals and aspirations. This strategic framework is designed to harness the potential of diverse investment avenues, marrying meticulous planning with personalized investment solutions. At Acumen Money Pvt. Ltd., we guide you through each step, ensuring that your investment choices are informed, strategic, and in perfect harmony with your financial objectives.
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
Process
From initial consultation to investment execution, our tailored approach ensures that your financial journey is aligned with your goals and aspirations. This strategic framework is designed to harness the potential of diverse investment avenues, marrying meticulous planning with personalized investment solutions. At Acumen Money Pvt. Ltd., we guide you through each step, ensuring that your investment choices are informed, strategic, and in perfect harmony with your financial objectives.
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
Process
From initial consultation to investment execution, our tailored approach ensures that your financial journey is aligned with your goals and aspirations. This strategic framework is designed to harness the potential of diverse investment avenues, marrying meticulous planning with personalized investment solutions. At Acumen Money Pvt. Ltd., we guide you through each step, ensuring that your investment choices are informed, strategic, and in perfect harmony with your financial objectives.
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
01
Discover
We start by understanding your financial goals and investment time horizon, laying the groundwork for a personalized investment strategy.
Define
Next, we recommend the most suitable investment products—equities, mutual funds, PMS, or FDs—based on your specific needs and goals.
02
Develop
We streamline your onboarding for the selected investment options, ensuring a smooth transition to start your investment journey.
03
Deliver
Finally, we initiate transactions, marking the start of your investment path with us, while committing to ongoing support and performance monitoring.
04
Reasons to invest
Reasons to invest
Retirement
Retirement
Children Education
Children Education
Children Marriage
Children Marriage
Grow Wealth
Grow Wealth
Buy a Home
Buy a Home
Buy a Car
Buy a Car
Vacation Planning
Income Generation
Income Generation
Capital Preservation
Capital Preservation
Inflation Protection
Inflation Protection
Tax Advantage
Tax Advantage
Diversification
Diversification
Business Expansion
Business Expansion
Business Growth
Business Growth
+ Many More Reasons
+ Many More Reasons
Blog
Blog
Ready to take the next step into your investment journey?
Let's make it happen.
We are SEBI registered Stock Brokers and AMFI registered Mutual Funds Distributors.
AMFI registered ARNs are as follows: ARN-32495, ARN-187662, ARN-266414
Ready to take the next step into your investment journey?
Let's make it happen.
We are SEBI registered Stock Brokers and AMFI registered Mutual Funds Distributors.
AMFI registered ARNs are as follows: ARN-32495, ARN-187662, ARN-266414