Why Invest?
Present and Long-Term Financial Security and Stability is the Raison d’etre for Investments. While the meaning of financial security and stability will vary from one individual to another, the broader objectives remain the same:
– Emergency Funds
– Additional Earnings
– Retirement
– Child’s Education
– Marriage in the family
– Buying a house
– Regular flow of Income to Supplement your Earnings
– Productive utilization of Savings
– Wealth Creation
Investing as a discipline can help you in fulfilling your objectives
As the old adage goes, a rupee today is worth more than a rupee tomorrow. The underlying assumption here is that there is inflation in the Economy and the Purchasing Power of your money deteriorates over time. Sound financial planning and investment strategy can help you beat Inflation and save the value of your hard earned Capital from Erosion.
With a diverse bouquet of products, the Indian financial markets offer, multiple investment avenues to and opportunities to suit every investor a wide palate and to meet their risk appetite, while helping them reach their financial goals.
Why choose us
No Mis-selling
Transparency
We stand with you
We build Relationship
About Allegiance Workmate
Allegiance Workmate is a Client Centric organization that focusses on Wealth Creation and managing cash flow needs for clients by suggesting Investment avenues that are aligned to the needs of the clients.
Our association with you is Not just transactional. Your needs, your comfort, your trust matters to us. We want to understand you before we guide you into financial products that will help in meeting your financial goals……
We aspire to inspire you into Wealth Creation and we hand hold you at every step and at important financial market events!
So that we together can create the wealth that we sense for ourselves through investments.
12 Success Stories
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What Clients Say
My journey into market investments started with me having zero knowledge of how and what to do with my earnings and I believe that the stars were aligned rightly, for me to cross paths with “Mona fakih”. She is so phenomenal in understanding your goals and while doing so, she totally respects your emotions involved with your hard earned money and makes sure you understand all the insights to how and where is she planning to take your portfolio. Her word stands as the last word for me as that’s the relation we’ve build over the years. Having a great experience with “Allegiance Workmate” so far.
My journey with Allegiance started in a significant way in 2013. My experience with them has been of fulfilment ... They have guided me meeting my financial goals by choosing the right asset class... I have uplevelled my own understanding of investments with their help. Their USP is that they evoke trust and I find them dynamic and nimble footed in their approach. At the same time I feel them reinstating the need to stay grounded and have a long term approach in creating sustained steady returns.
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