Who we are?
Sterling Harvest is a financial products distributor. We primarily focus on provinding unique ideas to meet our client’s need and supported by superior execution to deliver maximum benefits. We drive our clients to achieve their financial goals by enabling wealth creation through quality and conflict free investment management.
Mission
Our mission is to provide a safe and hassle free investment experience in various wealth management products & services. We primarily focus on technology and research to make the journey for all the investors financially rewarding.
Vision
Our vision is to be the leader in our business domain, driven by customer satisfaction, commitment to excellence and passion for continued value creation for all stakeholders.
Values
We are skilled professionals who brings in various ideas, knowledge and experience contributing greatly to the growth of our business. In the course of our journey, we ensure total confidentiality for all our clients, thereby giving them absolute confidence in investments.
Why Sterling Harvest?
Services
Below are the various services we offer
Goal based Investment Plans
We help you invest into the right portfolio of mutual funds, without any complexity. You can chose variety of goals like wealth creation, child's education etc. based on your preferences.
Periodic Portfolio Review
We conduct periodic reviews on your investment portfolio and optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk and maximizing returns of your investments.
Tax Saving Investment Plan
We work with our clients to determine the right strategies that will help us put the most amount in their pocket. We aim to figure out right investment plans for our clients to save their taxes.
Retirement Corpus
Estimating retirement corpus is a part of the retirement planning process. Estimation of retirement corpus solely depends on the amount of income that has to be generated on a regular basis to meet the monthly expenses at retirement.
Asset Allocation
We prepare an optimal asset allocation in equity oriented funds based on the combination of your unique situation and market conditions. The allocation is closely monitored to create balance between risk and reward.
Risk Assessment
Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investments for your requirements
Insurance Advisory
We provide specialized guidance and suggestions for investment in various insurance schemes.
Products
We offer the below products to meet your financial goals.
Mutual Fund
A mututal fund is a pool of money collected from many investors to invest in securities like stocks, bonds money market insutruments, and other assets.
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Insurance
Insurance is a means of protection from financial loss. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss.
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Fixed Deposit
A fixed deposit is a financial instrument provided by banks which provides investors with a higher rate of interest than a regular savings account, until the given maturity date.
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Capital Gain Bond
Capital gain bonds or 54EC bonda are the finxed income instruments that provide capital gains tax exemption under section 54EC to the investors.
Read more >F.A.Q
Please contact us if you cannot find an answer to your question
- Why should I make a Financial Plan?
Financial Plans allow you to prepare for your future and other things like marriage plan, child's education, retirement, and big/unexpected life changes.
- What should a Financial Plan include?
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
- How often should I update my Financial Plan?
You shall visit us to review your plans every 3 - 5 years, or before any major life transition.
Contact
It is never too late to get started on your investment plans. Please tell us more about your goals, and we will get you started on a plan to achieve them.
Location:
No 36, Hindu colony 2nd main road, Puzhuthivakkam, Chennai - 600091.