Services

 

Financial planning

• Retirement Planning
• Investment Planning
• Insurance and Risk Planning
• Tax Planning
• PMS - Portfolio Management Services

Mutual funds

AIG, Birla, Canara Robeco, DSP Black Rock, Franklin Templeton, HDFC, HSBC, ICICI, IDFC, JP Morgan, Kotak, LIC Nomura, Mirae, Morgan Stanley, Reliance, TATA and all other leading mutual funds

Claims

• Claim Guidance and Advice
• Death claim guidance & advice
• Transmission Services
• Legal claims and advice

Postal & Small Savings

• Recurring Deposits
• PPF
• NSC/KVP
• Time Deposits

Life Insurance

• Need Analysis
• Product Selection and comparison
• Risk Evaluation Services
• Post contract services

General Insurance

• Vehicles
• Mediclaim - Group and Individual
• Overseas Mediclaim
• Householders
• Shopkeepers
• Fire
• Burglary
• Professional Indemnity
• Marine (Domestic and International)
• Contractors All Risk Insurance
• Personal Accident - Group and Individual

Bonds / Deposits

Long Term Infrastructure Bonds with Income Tax benefit u/s.80-CCF

• Rural Electrification Corporation Limited (REC) - Private Placement - 8.95% for 10 years & 9.15% for 15 years.
• SREI Infrastructure Finance Limited - Publis Issue - 8.90% for 10 years & 9.15% for 15 years.
• Invest up to Rs.20,000/- & avail Income Tax benefit for up to Rs.6,180/-.
• Income Tax benefit over and above 80-C.

HDFC PLATINUM DEPOSITS - MIN.AMOUNT Rs.20000/- 10% INTEREST - .25% ADDITIONAL INTEREST FOR SR.CITIZENS - FAAA(CRISIL) MAAA(ICRA) RATED.