FAQ

Common Questions

Helpful Answers

Explore our FAQs for quick answers and clear guidance – and reach out anytime for personalized support.

Do you hold any client money?

No. HealVestR does not hold or handle client funds. We provide advisory-only services and all assets remain with trusted third-party custodians.

Investments that generate more return than inflation like Equity funds, index funds and inflation-indexed bonds.
HealVestR offers structured, research-backed guidance to help you invest confidently in suitable opportunities-never through speculation.
A rise in prices over time that decreases the purchasing power of money.
Putting money into instruments like Stocks, DPS, Insurance, or Sanchayapatra to earn returns over time.
An online tax return filed through the NBR portal-fast, secure, and fully paperless.
Is there a fee? How does it work?

Yes. We follow a transparent, percentage-based fee structure applied to the gain or loss . All fees are disclosed upfront—no hidden charges.

Match your investment choices with your goals, risk tolerance, time horizon and liquidity needs.
A percentage that shows how much profit you earn compared to your investment. Your ROI should ideally exceed inflation.
It increases the cost of living and reduces the value of savings unless your investments grow faster than inflation.
A reduction in your tax burden based on eligible investments, or a refund when you pay more tax than required.

We provide impartial, ethical, transparent, and tax-efficient guidance while acting solely in your best interest.

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