do you know your financial net worth today? do you know what is your portfolio composition ? do...

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: clientcare@nfaindia.in Mobile no: (+91) 9831119301

Landline: 033 – 2481 7367Website:www.nfaindia.in