Ideal Financial Planning and Investing

By December 24, 2020 Economy No Comments

Let’s start with what exactly is a Financial Plan? A financial plan is a complete depiction of your current finances, your future financial goals and a strategy you have set to accomplish those goals. As said “Most individuals don’t plan to fail; they fail to plan” and that is why Financial Planning is essential for better tomorrow.

Getting the Financial and Investment Risks Covered

It is essential to protect your family and finances by creating an effective financial portfolio. The equity market is considered as the core engine steering the economy today. An equity brokerage firm like us can help you identify long-term and short-term investment opportunities to make the most of your earnings. We assist investors by providing modern financial products with an in-depth investment expertise.

Also, investors who want to specifically diversify their financial portfolios beyond shares, bonds, Bank FDs and real estate, our commodities support services is a useful option for them.

Investing in Currency Trading

Currency trading is an innovative asset class for investment diversification. The world’s economies are linked with each other by currency markets, which act as a significant link for global imports, exports, remittances, and other fund flows. So, investing in currency trading can be a profitable option, and we can assist you with our services.

Investment in IPO

For retail customers, online IPO acts as the entrance to pierce into the share market at a relatively lesser investment and with lower risks. We can help you with investments in IPOs and further assist you with lower brokerage rates.

A Vigilant Approach is the Need of the Hour!

A proper financial plan is to make sure that you don’t end up losing your hard-earned money to frauds and complete ignorance. Please don’t invest in a financial instrument you know nothing about, mainly when it involves stock investments.

You must contact a company who is expert in online investment services, using advanced technology and modernised financial tools. As financial consultants we recommend mutual funds which are a far better and safer to invest in equity because seasoned professionals are handling your cash. Mis-selling is another pothole which will be avoided if you are aware of financial products.

If a financial company partner is acquainted with the market demands and your requirements, it can back your investments. As a financial partner, we can ensure your trading experience to be highly profitable, with the backing of our financial proficiency and investment domain specialization.

Moving Forward

It would help if you find a company partner like us providing investment services into equity, currency, commodity, depository, IPO, SLBM, and mutual funds. We have been smart at our work approaches, building a financial investment experience to attain our customer’s monetary objectives and decided goals. Our investment offerings initiate investing today and attain your future financial goals consistently.

We recognise the needs to back your financial planning and investments by delivering you the best online investment offerings, financial technology, and tools. Having an expert financial planning and investment team we ensure that you’re trading experiences remain highly refined, with the backing of our industry specialization and skill-sets.

About Jayesh Khandwala

KIFS Trade Capital

Advisory Notice


It has come to our attention that fraudulent SMS messages are being sent by malicious sources, falsely claiming to be from KIFS Trade Capital Private Limited. These messages pertain to the credit of shares, KYC registration, and joining groups. Please do not be alarmed or confused by the content of these SMS messages and simply ignore them.

It is crucial that you do not respond to these messages by phone call or SMS, as doing so may expose you to potential scams and malicious intentions. Engaging with these fraudulent messages could result in financial loss.

KIFS Trade Capital Private Limited does not send messages containing links. We urge you to only trust and follow authentic SMS communications from KIFS. If you receive any suspicious SMS messages regarding KYC, share credit, joining group or any other link in the name of KIFS, please ignore and delete them immediately.

KIFS Trade Capital

Annexure-I: Risk disclosures

  • • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Source: SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.