Our Services = Complete Financial Well Being

At ClickiRR we wish to guide you to the pillars of Overall Financial Well-Being and not just sell you a single product. We can help you find, compare and choose financial products to cover your personal needs. These are necessary for your financial well-being but are generally confusing and not well-understood by majority, in our experience.

Please feel free to speak to us for ANY financial query FREE OF COST to make better financial decisions for stress free life.
 

Mutual Funds Sahi Hai! Its not just an advertisement, but a mantra for retail investors. While most people spend all the time and energy in finding the BEST MUTUAL FUND, one needs to focus more on choosing the RIGHT MUTUAL FUND. We not only help you in get started (the easy part) but also help you stay the course! (the difficult part).

Get Started with a investment today. Read our blog Mutual Funds for Beginners to understand this more.

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With the recent health pandemic, one cannot emphasize more on the need for a good Term and Medical Insurance. Insurance, by definition is a cover to protect financial loss due to events, the timing or happening of which cannot be predicted. But it is commonly sold and bought as a Tax Saving instrument, Investment product, Guaranteed Return product etc. To add to that, a host of additional riders like critical illness, permanent disability, premium waiver etc. and other technical details make us do only one thing, postpone it for another day.

As our existing client, we know you little better than an insurance agent and can help you choose the right cover with right riders for a value-for-money insurance. Plus, we will not risk our relationship with you by mis-selling a product.

Contact Us for a Good Insurance Policy. Read our blog on Term Insurance and Medical Insurance to understand more.

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Save Taxes of upto Rs.50,000 under Section 80C of the Income Tax Act by investing instantly into Tax Saving (ELSS) Mutual Funds. They have Least lock-in and historically superior returns compared to PPR, FDs and NSCs.

Save Tax Now. Read our blog ELSSS Mutual Funds to understand more.

 

In todays ‘linked’ and ‘digital’ world, it is very important to maintain a good financial history because increasingly more and more transactions require you to submit your Tax Returns, Bank Statements, PAN etc.

Whether you are Taking a Loan, Buying a Life Insurance, Buying/Selling Property or even planning to apply for a VISA, you need ITRs every step of the way.

Our Team supervised by Chartered Accountants will help you file correct ITRs for as low as Rs.500 for a normal salaried return.

Contact Us Now for your ITR. Read our blog on Good Financial History Matters.

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A shortfall in vacation budget, a wedding in family, extra diwali shopping...there are times when we need that temporary moneyflow. We understand. But breaking your investments without planning for taxes and exit loads, it could be wiser to borrow for a short term. Speak to us to evaluate what makes better sense and even help you take the best step.

Contact Us. Read our blog Big-Decisions/Small Decisions to understand this more.

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Every day we need to make choices and decisions and most of these have financial implication. Generally, it is not lack of money itself, but lack of proper utilisation of money that leads to financial stress. Its always good to discuss your decisions or plans with an expert for a stress free life. Our team of Chartered Accountants and CFAs will be happy to answer your queries to help you achieve financial wellness.

Contact Us. Read our blog Big-Decisions/Small Decisions to understand this more.

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