I value your patronage and take this opportunity to announce the launch of
many new services, strategic tie-ups and highlight the wide range of services
on offer.
Here is a complete list of services offered by me in an endeavor to
become a one stop solution for all your financial needs---
Premium Services—
Exclusive Tie-up with SEBI
Registered Investment Advisor (RIA) for unbiased, comprehensive
and professional fee based Financial Planning services.
·
Comprehensive Financial Planning
o Holistic view of Personal Finance- includes Emergency Planning, Risk
Planning, Investment Planning, Tax Planning and Retirement Planning
o
Unlimited number of Life Goals
covered (Education goals for child, Daughter’s Marriage, Family Vacation etc.)
o
Complete analysis of your present investment and insurance portfolio
o
Risk Profiling
o
Asset Allocation
o Various versions of Financial
Planning solutions available based on your Life stage
·
Early Retirement Planning
o
Want to retire early?
o
Check the feasibility
o
Know the corpus required
o
Take a financially informed decision
·
Retirement Distribution Planning
o
How to manage your money after Retirement?
o
Check how long the corpus will last?
o
How much risk is required to be taken?
·
Risk Planning
o
Analysis of your insurance portfolio
o
Unbiased advise on Life, Health and Assets Insurance
·
WILL writing services
o
Know the importance of creating a WILL
o
Get your Succession Planning done
o
Supported by a 60 year old lawyer firm in Mumbai
o
Online facility and full support
·
Basic Financial Planning (FREE)
o
Introduce yourself to Financial Planning
o
Know about its importance
o
Improve your outlook to Personal Finance
o
A Free Health Check-up with no obligation
o
Available online on request
Financial Products & Services---
·
Mutual Funds
o Move over completion of Manual Forms
and dependency on your advisor for service
o
Be the master of your Mutual Funds
portfolio
o Online solutions to holding Mutual Funds with single log in/password
o
Hold units of Mutual Funds in Demat form
o
Get your scattered Mutual Funds portfolio under one account
o Unique Mutual Funds Automated Portfolio Rebalancing System based on your
Risk Profile
o
Call and Transact facility
o
Android App available. Transact in Mutual Funds with your mobile.
o
Funds from all major Fund houses available
·
Life Insurance
o
Know about the importance of Term Insurance
o
Facility to purchase Online Term Plans
o
Analysis of your insurance needs
o Traditional Endowment, Money-Back, Child Plans, Whole Life plans available
·
Health Insurance
o
Comparative Quotes of Health
Insurance Policies from major Insurance companies
o
Cashless claim settlement
o
Critical Illness Policy
o
Senior Citizen Health Insurance Policy
o
Special and unique policies for Diabetics & Heart Patients
·
Personal Accident and Disability Insurance
o
Low premium, excellent coverage
o Check why it is important for every individual
·
Householder’s Comprehensive Insurance
o
Protect your assets from natural calamities, theft, fire, burglary
o
Low premium, high on protection
·
Professional Indemnity Insurance
o
For professionals like Doctors, Lawyers etc.
·
ELRP (Employee Long Term Reward Program)
o Unique tax effective solution thru’ insurance for entrepreneurs, Directors
of Limited and Pvt. Ltd. companies, Partners in LLP
o
Save tax for your company/firm with benefits under section 10(10) D of the
Income Tax Act.
·
Car Insurance
o
Comparative Quotes available from major insurance providers
·
Company Deposits/NCD’s/Capital Gains Bonds/Tax Free Bonds
·
Demat Account for investment in Shares
·
Loan
o
Housing Loan from ICICI Bank and HDFC Bank
o
All other forms of Loan (Vehicle,
Personal etc.)
·
CIBIL Report and Analysis
·
Tax Returns
o
Online facility
o
Support from Chartered Accountants
o Charges differ as per intricacies of the Returns and assistance required
·
Real Estate
o
Direct tie-up with Builders across major cities in India
o
No Additional brokerage payable by you
o
Select schemes from reputed Builders
o Unique opportunities for investment in Land at strategic locations
o
Unbiased opinion regarding your Car by experts
o
Register your car online (mention my name in reference)
o
For a very small amount get a quarterly Health Check done for your car
o
Job card prepared by Carrokay team and servicing of car done thru’
Authorized Dealers
o
Free pick up/ drop facility
o
Discount coupons for tyres, wheel alignment and battery
·
Plan your Holidays
o
Time share concept
o
Know the advantages and save loads of expenses on lodging during the
holidays
o
Beat the inflation of lodging expenses for a lifetime
Looking ahead to guide you thru’ the financial products and services maze to
the best of my knowledge and ability.
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