Lump-Sum Investments


New Age Insurance Brokers Lump-Sum Investments

When people get a substantial sum of money from an inheritance, bonus at work, or even selling property, they hardly know what to do with this money. Some use the money to go on their dream vacation while others make major home improvements and before they know it, the money is gone, with not much to show for it. No doubt when you get a lump-sum amount, you may feel empowered but rather than spending it, you should think about investing it so that it can grow and create wealth for you. That is where New Age Insurance Brokers come in. We provide you avenues for investing that ensure maximum returns that match your risk profile.

Is Bank Deposit the Right Choice?

While there are several investment opportunities, you will look for those that are safe and reduce your tax burden while maximizing returns. Even today, people believe that a bank account is the safest way to let money multiple. While a bank does offer you easy access and security, interest rates across the world the lowest they have ever been. So, if you put your money in your bank account, you will see negligible capital growth. Also, let’s not forget that bank interest rates are no longer keeping up with prevailing inflation. Hence, this may not be the best option.

We, at New Age Insurance Brokers, usually recommend to our clients to avoid turning to bank deposits if they are serious about capital growth. Instead, we educate them about lump-sum investments that have the potential to create wealth and can be easily aligned to their financial goals and appetite for risk.

Understanding Lump-Sum Investments

When you have a substantial amount of money, it is possible to get access to high-performing plans. We have a team of investment experts, who can shortlist plans that suit your needs.

Our team of investment experts helps you select lump-sum investments based on the kind of returns you are seeking and your attitude to risk. This enables us to match the investment options that are the right fit for you.

We usually recommend that you invest for medium to long-term as this ensures your money has the opportunity to grow. However, shorter term options are also available, if that is what you desire. Our investment experts will sit with you and explain how the lump-sum can grow in different scenarios so that you get an estimate and can make an informed investment choice.

Why Choose New Age Insurance Brokers?

New Age Insurance Brokers has been in the world of investment for a long time. We boast a highly qualified team of investment experts, who take pride in customizing investment solutions for our clients.

Our company is renowned for its stellar customer service and we aim to provide personalized investment solutions after understanding your financial goals. So, if you would like to find out more about lump-sum investments, get in touch with us today. Our investment experts will sit with you to chart out an investment plan that is right for your needs.