Wealth Management Consultancy
"Yours Finance Doctor''
Our Worldwide Services:
I] Basic: Goals awareness, How to achieve your financial goals, How much investment required? Do & don't investments.
II] Advance: Investment strategies, Risk management & Consulting.
III] Special: A whole year updates according to research, Monitoring investments, Advice, Property Will, Implementations for results & Tax planning.
PMS: Portfolio Management Services: Equity, Mutual Funds & other Financial Assets A/C handling, investment planning, advice & Risk management.
PMS & A/c opening Offers: * (only for Trading & De mat a/c)
1] PMS charges: When you are in profit for those transactions only.
2] De mat a/c: Opening & S/W installation free.
3] Currency a/c opening free on Equity a/c.
4] Odin Charges: We return to your a/c ₹ 250/- Odin terminal monthly charges if you generate more than ₹ 250/- brokerage monthly.
5] AMC: Just pay one time ₹ 1000/- Annual Maintenance Charges of your demat a/c at the a/c opening time & take advantage of free AMC charges long life.
Shares Broking & Investment Services: IPO, FPO, Equity, Commodity, Derivatives, Currency, ETF, NCD, Corporate FD, Bonds, Debentures, Warrants, Commercial Paper, Treasury bills, Preference shares & Regis tar Services.
Tips: Free tips services for our clients. Charges Rs.50/- per month for 1yr. services 600/- per year (Rs.100/- discount). We provide tips after our Technical & Fundamental analysis both.
Mutual fund: All 45 AMC's MF & international MF's investments available with tax benefits schemes. NFO, Arbitrage, Balance, Debt, Equity, Liquid, Sector, Thematic fund, Hybrid, Gold, ELSS tax saving, Open ended, Close ended, MIP (Monthly Income Plans), Ultra Short Term, CPOF etc. PMS availabel for above 1 Lac. rs. investments in MF.
Loans: Home loan, Business loan, Auto loan & LAS (Loan against Shares)
Insurance: Life, Health, Traveling & General (Vehicle, Fire, Theft & Property.)
Riders: PTD (Partial Total Disability), TPD (Total Permanent Disability), Accident cover, Critical Illness (Major organ transplants, Complete renal failure, Stroke, Paralysis, Heart attack) WOP (Waiver Of Premium), Income benefit, Waiver Of Premium on critical illness etc.
Benefits: no caps, no claim bonus till 1st claim.