Wealth Solution
Emergency Funding
Liquidity, before you need it
Access to cash without dismantling long-term investments.
Talk about emergency funding
What you are actually trying to do
The risk if you do nothing
How we would approach it
What you get out of it
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A buffer sized to your actual monthly outgo
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Facilities arranged in advance, when you have negotiating power
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Long-term investments left undisturbed
Products that do this job
Loans Against Investments
Loan Against Mutual Funds
Liquidity without selling and without triggering capital gains
Loans Against Investments
Loan Against Fixed Deposits (FD)
The cheapest secured borrowing available to most households
A goal is easier to advise on than a product
Tell us what you are trying to reach and by when. The shortlist falls out of that, not the other way round.