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Nature of Business
Service ProviderLegal Status of Firm
Limited Company (Ltd. / Pvt. Ltd.)GST Number
09AADCD0669G1ZN
Life Insurance
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Life Insurance Plan
Life Insurance Companies
Anticipated Endowment(Money Back)
Child plan
Endowment plan
Health Insurance
Pension plan
Single premium
Term Plans
Whole Life
AVIVA Life Insurance
Bajaj Allianz Life Insurance
Bharti Axa
Birla Sun Life
HDFC Standard Life Insurance
ICICI Prudential Life Insurance
ING Vysya
Kotak Life Insurance
LIC India
Max New York
Reliance
SBI
Tata AIG
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Children Future Planning
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Like every parent, you too must be overjoyed to watch your child grow. All parents want to give the best possible upbringing to their children. This includes good education and security, in case of any eventuality. Soon, your little bundle of joy will grow up, and it will be time to provide for his or her higher education and wedding.
The purpose of Children's Future Planning is to create a corpus for foreseeable expenditures such as those on higher education and wedding, and to provide for an adequate security cover during their growing years.
Children's Future Planning acquires added importance because children's education and wedding are high priority life goals, which can neither be postponed nor can there be a compromise on the amount.
Good education has always been the passport to a secure future. Today, career opportunities have grown manifold, and there are many professional course that your child can aspire for. However, costs of higher education have also increased exponentially.
Like most parents, you might be saving regularly to ensure a safe tomorrow for your child. However, savings alone is no longer enough. For ensuring adequate funding of your child's education, you as a parent, need to do two things:
Invest appropriate amount systematically and at regular intervals
Provide for a financial security blanket to cover any eventuality
It is never too early to start saving and investing for your child's future. Especially in today's context. For example, the cost of a professional degree today is approximately Rs 2.5 lakhs. If your child is one-year-old today, after 17 years when he/she goes to college, you may require a sum of Rs 6.3 lakhs, assuming an annual rate of inflation of 6%.
There are many products which your Financial Planner can use to achieve the above objectives. For example, he could suggest a Children's Future Plan offered by any good insurance company, to build a corpus for your child's higher education, and provide for a security cover in the event of the parent's unfortunate demise.
Children's plans are also available under unit-linked option. Being unit-linked, they offer access to investments in all kinds of asset classes - equity, debt and cash.
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Insurance Planning
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"Insurance is not for the person who passes away, it for those who survive," goes a popular saying that explains the importance of Insurance Planning.
It is extremely important that every person, especially the breadwinner, covers the risks to his life, so that his family's quality of life does not undergo any drastic change in case of an unfortunate eventuality.
It is extremely important that every person, especially the breadwinner, covers the risks to his life, so that his family's quality of life does not undergo any drastic change in case of an unfortunate eventuality.
Insurance Planning is concerned with ensuring adequate coverage against insurable risks. Calculating the right level of risk cover is a specialised activity, requiring considerable expertise. Proper Insurance Planning can help you look at the possibility of getting a wider coverage for the same amount of premium or the same level of coverage for the same amount amount of premium or the same level of coverage for a reduced premium. Hence, the need for proper insurance planning.
Insurance, simply put, is the cover for the risks that we run during our lives. Insurance enables us to live our lives to the fullest, without worrying about the financial impact of events that could hamper it. In other words, insurance protects us from the contingencies that could affect us.
So what are the risks that we run? To name a few - the risk on our lives that is, the worries of replacement of the incomes that we contribute to the running of the household), the risks of medical contingencies (since they have the capability of depleting our wealth considerably) and risks to assets (since the replacement of these can have tremendous financial implications). If we can imagine a situation where our goals are disturbed by acts beyond our control, we can realise the relevance of insurance in our lives.
Insurance Planning takes into account the risks that surround you and then provides an adequate coverage against those risks. There is no risk not worth insuring yourself against, and insurance should first and foremost be looked as a measure to guard against risks - the risk of your dreams going awry due to events beyond your control.
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Tax Planning
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Proper tax planning is a basic duty of every person which should be carried out religiously. Basically, there are three steps in tax planning exercise. These three steps in tax planning are:
Calculate your taxable income under all heads ie, Income from Salary, House Property, Business & Profession, Capital Gains and Income from Other Sources.
Calculate tax payable on gross taxable income for whole financial year (i.e.,From 1st April to 31st March) using a simple tax rate table, given on next page.
After you have calculated the amount of your tax liability. You have two options to choose from:
Pay your tax (No tax planning required)
Minimise your tax through prudent tax planning.
Most people rightly choose Option 'B'. Here you have to compare the advantages of several tax saving schemes and depending upon your age, social liabilities, tax slabs and personal preferences, decide upon a right mix of investments, which shall reduce your tax liability to zero or the minimum possible.
Every citizen has a fundamental right to avail all the tax incentives provided by the Government. Therefore, through prudent tax planning not only income-tax liability is reduced but also a better future is ensured due to compulsory savings in highly safe Government schemes. We sincerely advise all our readers and clients to plan their investments in such a way, that the post-tax yield is the highest possible keeping in view the basic parameters of safety and liquidity
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Investment Planning
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Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals.
Investment Planning Service includes:
Risk Profiling
Asset Allocation and Portfolio Construction
Creation and Accumulation of Wealth through Systematic Investment Plans (SIP)
Regular review of progress and Portfolio Rebalancing
Essentially, Investment Planning involves identifying your financial goals throughout your life, and prioritising them. Investment Planning is important because it helps you to derive the maximum benefit from your investments.
Your success as an investor depends upon your ability to choose the right investment options. This, in turn, depends on your requirements, needs and goals. For most investors, however, the three prime criteria of evaluating any investment option are liquidity, safety and return.
Investment Planning also helps you to decide upon the right investment strategy. Besides your individual requirement, your investment strategy would also depend upon your age, personal circumstances and your risk appetite. These aspects are typically taken care of during investment planning.
Investment Planning also helps you to strike a balance between risk and returns. By prudent planning, it is possible to arrive at an optimal mix of risk and returns, that suits your particular needs and requirements.
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Retirement Planning
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Some like it. Some don’t. But retirement is a reality for every working person. Most young people today think of retirement as a distant reality.
However, it is important to plan for your post-retirement life if you wish to retain your financial independence and maintain a comfortable standard of living even when you are no longer earning. This is extremely important, because, unlike developed nations, India does not have a social security net.
Retirement Planning acquires added importance because of the fact that though longevity has increased, the number of working years haven’t.
Our Retirement Planning Service involves:
Computing that amount that would be required post-retirement. This is done after taking inflation and time value of money into account.
Building your Retirement Corpus using Systematic Investment Plans (SIPs) and other long-term growth orient products
Ensuring adequate post-retirement income through safe investments.
The asset allocation and selection of investment vehicles keep changing as your risk-bearing capacity diminishes.
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Fixed Deposits
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A good investment strategy requires choosing the right mix of safe and risky investments. Among safe investments, fixed deposits, FDs, are the most popular today.
With FDs you deposit a lump sum of money for a fixed period ranging from a few weeks to a few years and earn a pre-determined rate of interest. FDs are offered by both banks and companies though putting your money with the latter is generally considered riskier.
Before you invest in FDs you need to understand the concept of effective return which is higher than the rate of interest on the FD. Effective return is relevant if you choose to reinvest your interest every year which means that you will be earning compound interest.
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General Insurance
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Health
Health Insurance (popularly known as Medi-claim Policy) offers protection from unexpected medical emergencies, providing a financial support. Health insurance therefore, can be a source of support as it takes care of the financial burden your family may have to go through. It will help you tackle such situations with ease by providing you with timely and adequate medical care.
This policy covers individual & ones family from medical expenses during
Sudden illness
surgeries (acquired in respect of any disease, which has arisen during the policy period.)
Accidents including room charges, doctor's fees, medicines, tests etc.
that may arise in future.
Options available -
Family Floater
Individual Health Insurance
Individual Health Insurance + Critical Care
Critical Care
Personal Accident
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Motor
Motor Insurance is a wide comprehensive cover designed to provide protection to you & your car. Protection from loss of car or damage to the car – giving a secured driving.
It covers -
Own damage
Legal liability of insured towards third party personal injury and property damage arising out of an accident involving the insured vehicle .
Passengers
Hired driver
Options available -
Car Insurance
Two wheeler
Commercial vehicles
Passenger Carrying Vehicle
3 - wheeler
Tractors etc.
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Home
Home Insurance policy provides a cover to the structure and contents of your home from all unforeseen natural & man-made catastrophes. It provides protection for property and interests of the insured and his family members. It is imperative that you secure your home which gives one peace of mind protecting the most valued possession.
Coverages are -
Fire & Allied Perils
Burglary & Theft
Electrical & Mechanical breakdown (Domestic, Audio & Audio-visual appliances)
Public Liability (Third Party Liability)
Covers Accidental breakage
Coverage to building & contents
Personal Accident to self & family
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Travel
Travel Insurance / Overseas Medi-claim policy is a basic requirement when one travels abroad, either its for business,sight-seeing,shopping or pleasure. This policy covers you for any kind of hospitalization which is very expensively priced overseas.
Also covers for
Baggage loss
Passport loss
Personal accident
Trip cancellation
Home Insurance when you are travelling
Dental Expenses
Maternity expenses in life saving scenario etc.
It is a single policy which covers all unforeseen risks – medical & non-medical when one is in a strange place.
Options available -
Single Trip
Multi Trip
Student Medical
Senior Citizen
Pay per day basis
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Personal accident
Accidents do not happen when you are driving a car, or away on a vacation. It may happen anytime & anywhere. Considering that modern day life is so dangerous, a personal accident policy is a solution to such vagaries of life.
Its a Benefit Policy.
Coverages are -
Accidental Death Benefit
Accidental Permanent Total / Partial Disability Benefit
Accidental Partial / Temporary Disability Benefit
Broken Bones
Burns
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HSN CodeHSN Description
997211Rental or leasing services involving own or leased residential property
997212Rental or leasing services involving own or leased non-residential property
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