do you know your financial net worth today? do you know what is your portfolio composition ? do...
TRANSCRIPT
NANDY FINANCIAL ADVISORY PVT. LTD.Gold Client Services Presentation
Do You Know Your Financial Net worth Today?
Do You Know What is Your Portfolio Composition ?
Do You Know How much Return You are Getting?
Are You Aware About Your Family’s Financial Status, Asset, Liabilities & Insurance Policies?
Did You Book Profit When Market Were on a Upward Swing?
Lets Test Your Personal Financial Awareness.
If ‘No’, Read on…
Products covered in Wealth Management System
o Mutual Funds
o Equity/Stocks
o Life Insurance ( All Companies)
o General Insurance ( Includes Health & Vehicle )
o Post Office, Bank FD
o Bonds and Debenture
o NSC, KVP, PPF, MIS, RBI Relief Bonds Wealth Report on SMS
Individual Wealth Report
MF
S I P D e t a i l R e p o r t
Life Insurance Policy Holding Report
LI
General Insurance Policy Holding Report
GI
Fixed Deposit Investment Report
FD
Post Office Investment Report
PO
Equity Investment Report
VIEW PORTFOLIO ALLOCATION REPORTS
CALCULATORS
DOWNLOAD SECTION
What will happen when…
Investor investing Rs.200000 for Son’s Future Education & want to switch to Bond fund when the amount grow to Rs.400000 anytime in next 5 Years, How will he be remind.
Investor wants to redeem money when he achieves a profit of 20%.
Investor wants to be reminded when the NAV of a fund achieves Rs.15.
Many Investors didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS).
Do you remember Jan 2008 when Investors were getting huge profits but you couldn’t book it.
Set Triggers/ Alerts on SMS
Set Profit Booking Trigger
Set NAV Target Trigger
Set Target Date Trigger
Trigger by Achievement for a particular investment
•Life Insurance policy Maturity Reminders•General Insurance Policy Renewal Reminders* •FD/ PO/ Bond/ Debenture Maturity Reminders•Life Insurance Pay Premium Reminder*•Set Monthly Schedule of MF/ Wealth Report on
SMS/Email
*Coming Soon in Wealth eoffice
Other Reminders on SMS & Email
Terms & conditions:- The Amounts are payable annually. If the annual charge is not paid within a 7 days of expiry of the software, then
the clients have to subscribe in fresh manner as per the rates prevailing at that moment.
The charges may change without any prior intimation. All Mutual Fund transactions should be done under broker code ARN-36357
to see the mutual fund transactions. Charges for Sms trigger facilities are extra.
Thank YouNANDY FINANCIAL ADVISORY PVT. LTD.
56/76 N.S.C Bose Road, 1st Floor, Kolkata – 700 040Email: [email protected] Mobile no: (+91) 9831119301
Landline: 033 – 2481 7367Website:www.nfaindia.in