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Financial Planing & Insurance Claim Audit Services

Financial Planning Services Overview:
Due to the increasing lifespan, you do need decent money to survive retirement expenses. Additionally, even during your service career, you do need funds to deal with emergencies of all kinds. So, at Tiqto.com, our team has created a comprehensive plan for all kinds of customers, to deal with long term and short-term goals, depending upon the risk appetite. We will create a portfolio, which will consist of both fixed and volatile funds, to deal with current and future liabilities, depending upon inflationary projections as well.

Insurance Claim Audit Services Overview:
We realize the concerns of our customers regarding their claims concerning insurances, so we have devised our perfect system, to handle them. We handle the whole data verification of the customers, whose data has been migrated from the legacy to the central core system, which leads to 100 percent genuineness. We use automated software for checking claims regarding insurance and verifying their validity. Additionally, our firm has a team dedicated to do fraud detection as well as investigation.

Financial Planning Services List:
  1. Financial Advisory
  2. Insurance Advisory
  3. Loans Advisory
  4. Tax Planning Advisory
  5. Real Estate Advisory

Insurance Claim Audit Services List:
  1. Insurance Advisory
  2. Loans Advisory
  3. Tax Planning Advisory
  4. Real Estate Advisory
  5. Financial Advisory
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Rs 999.00/ Person
Rs 999/ Person
Rs 999.00/ Person
Rs 999.00/ Person
Rs 999.00/ Person

Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
  • Real Estate Advisory
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Real Estate Advisory

Rs 999.00 / PersonGet Latest Price

Minimum Order Quantity: 1 Person

Property TypeCommercial
Property LocationPan India
Services OfferedCustomised
Plot Area (in sq. ft)Customised
FacingAs Per The Client Requirement
Boundary Wall ConstructedYes
Water AvailabilityYes
Security periodminimum of 7 days and a maximum of up to one year from the date of issue

Real Estate Advisory: ... Assisting companies in identifying the best available land for carrying our Real Estate Development. Advising companies on land-related ventures such a Property development – residential and commercial, industrial development, as well as land-related projects such as Warehousing, etc.

Real Estate Marketplace

What is also good about mobile apps and websites is that the business idea you want to build with them does not have to be a unique thing.

For example, a real estate marketplace can be built on either of them or on both. This is certainly not a novel thing but might still work.

With the right approach and concept, competent marketing, useful features, and other cool stuff real estate marketplace can be a very profitable business idea.

Although the real estate marketplaces exist both on mobile and on desktop, your marketplace can come with a unique twist.

This can be a location-based marketplace for instance.

You can conduct a research to find out the locations that have a robust real estate market but lack digital marketplace.

Entering the market with this kind of opportunity where no competition yet exists will reveal for you all the wonders of finding a totally free niche.

Real Estate Inspection Service

Real Estate market is currently growing on a global scale. The trend is clearly heading upward.

We are now 7.6 billion people in the World and this number keeps increasing.

More people means more houses, buildings, in other words – more real estate.

The increasing number of real estate translations increase the demand for real estate inspection.

Customers nowadays are pickier.

Everyone wants to be 100% sure to get what he or she pays for. So, prospective real estate buyers usually look for the professional and unbiased inspection. This creates a great market opportunity for real estate inspection businesses.

Real Estate Appraisal Service

As an alternative (or perhaps even a complement) to real estate inspection service, there is also a room for real estate appraisal service.

This is a traditional real estate business idea for which the demand is still there. Growing market activity creates more opportunities for new players to enter the market with the relative ease.

Real estate appraisal is usually required for the majority of real estate deals.

Finder Service

There is a substantial market for those who find houses and apartments for those looking for a place to stay. The good news about this type of service is that it is relatively easy to set up, can be done from your home, and there are usually franchise opportunities available.

However, you will need to know the community and network effectively to know what is for sale or rent.

Nevertheless, the potential of this particular real estate business idea is considerable.



Additional Information:

  • Production Capacity: 999
  • Delivery Time: 24 to 48 hours

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Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
  • Tax Planning Advisory
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Tax Planning Advisory

Rs 999 / PersonGet Latest Price

Minimum Order Quantity: 1 Person

Location/CityPan India
DocumentPan Card
TypeOne Time
Type Of Service ProviderTax Consultant
Duration24 hours
FeatureCustomised
Service ModeOnline & Offline

Tax Saving Planning Advisory in Delhi Ncr. Tax planning is a process implemented by an individual, which helps him in reducing the tax liability with optimum utilization of the available resources like deductions, exemptions, rebates, allowances and exclusions.

1. Realize capital losses OR capital gains on stock while substantially preserving your investment position. If you expect significant capital gains, realizing offsetting losses in your portfolio could be beneficial. Alternatively, taxpayers in a low-income year can maximize the 0% capital gains rate by recognizing capital gains and resetting their basis. It’s best to consult with an investment advisor if considering this strategy.

2. Defer bonuses. Do you have a large bonus you’re expecting to receive before the end of the year? It may be advantageous to arrange with your employer to defer year-end bonuses until early 2020. Some businesses are still able to claim the bonus expense for 2019, while the recipient can defer the income tax impact.

3. Consider bunching itemized deductions. With the higher standard deduction of $12,200, $18,350, or$24,400 based on your filing status, receiving a benefit for your itemized deductions may be complicated. You may be able to save taxes by applying a “bunching” strategy of deferring or accelerating the payment of medical expenses, charitable and other itemized deductions in a certain year.

4. Setting up a retirement plan. Retirement plans, including a solo 401(k) or a typical 401(k), need to be established by December 31, 2019 for contributions to count for this tax year. While contributions are often not due until the tax filing deadline in the following year, the plan setup needs to be done within the year you want it to be in place.

5. Consider Roth IRA conversions. Depending on your financial circumstances and tax bracket, a Roth IRA may be a more valuable retirement saving vehicle compared to a traditional IRA. A Roth conversion would allow an investor to convert money in a traditional IRA to a Roth IRA. Conversions must be made before year-end to count for that specific tax year. Also, don’t leave this to the last minute as custodians often won’t be able to process these requests within the last couple weeks of the year.



Additional Information:

  • Production Capacity: 999
  • Delivery Time: 24 to 48 hours

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Loans Advisory
  • Loans Advisory
  • Loans Advisory
  • Loans Advisory
  • Loans Advisory
  • Loans Advisory
  • Loans Advisory
  • Loans Advisory
  • Loans Advisory
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Loans Advisory

Rs 999.00 / PersonGet Latest Price

Minimum Order Quantity: 1 Person

TypeLoans Advisory
Required DetailAddress proof (copy of passport/voter ID card/driving license/Aadhaar) Bank statement of previous 3
DocumentationYes
LocationPan India
Service LocationIndia
Service ModeOnline & Offline

Effectively offset home loans allow your clients to have a savings account that pays interest at the home loan rate. ... Best of all is that even as loan advisory generates additional value for your client and eases your data gathering process. It also serves as an additional source of revenue for you.

  • Home loan
  • Startup Business Loan
  • Business Expansion loan
  • Loan Against Property (LAP)
  • Loan Against Security (LAS)
  • Personal Loan
  • Balance Transfer

SNI Capital has built a formidable presence in the area of Debt & Equity syndication with a cumulative team experience of over three decades. SNI Capital has arranged both long & short term funds from banks, financial institutions and investors for various sectors such as Iron & Steel, Cement, Power, Infrastructure, Paper, Hospitality, Healthcare and Agriculture etc.

Our Debt & Equity Advisory team provides practical, solution-driven and independent advice related to debt and equity financing and capital structure optimization. Our seasoned team has a wealth of experience in corporate finance and capital markets. Our solution focusses on major issues such as recapitalization; major financing or refinancing; acquisition financing; raising capital; and financial restructuring.


OUR DEBT & EQUITY ADVISORY SERVICES INCLUDE:
  • Optimization of Balance Sheet
  • Designing of optimal capital structure,
  • Identification of Debt capacity and appropriate financing structure
  • Fresh debt and equity funding for growth and acquisitions- Project Finance- Working Capital Loans
    – Project Finance
    – Working Capital Loans
    – Term Loans
    – Trade Finance
    – Overseas Funding (ECB, FCNR, FCCB, ECA)
    – Loan Against Shares
    – Joint Ventures
    – Private Equity & Venture Capital
  • Advising on alternative funding: debt (eg NCD), mezzanine and equity
  • Financial restructuring Solutions


Additional Information:

  • Production Capacity: 999
  • Delivery Time: 24 to 48 hours

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Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
  • Insurance Advisory
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Insurance Advisory

Rs 999.00 / PersonGet Latest Price

Minimum Order Quantity: 1 Person

Age Limitindividuals aged between 65 and 80 years
Insurance Policy DurationThe length of a policy period can vary per insurance carrier. A large portion of carriers only offer
LocationPan India
Service LocationIndia
Service ModeOnline & Offline
Type Of ServicesInsurance Advisory

Insurance Advisory. Commercial and investment activities abroad require a comprehensive range of services and insurance coverage to consolidate expansion and entry to the target country and to protect the company from missed payments, insolvencies, or political and commercial risk.

1 go-to insurance agency by creating name recognition

Having an attractive logo professionally designed for your insurance agency marketing is important for 2 reasons:

  • It helps you look like a professional trustworthy business
  • It creates name recognition

Both of which amount to more insurance leads and clients!

Something like this:Put yourself in your prospect’s shoes for a moment…

Imagine you’re a homeowner who’s considering buying a new home insurance policy to bundle with his auto policy for 3 vehicles.

One insurance agency has some tattered old signs in their agency’s window…

While another one has a clean, professional logo both on their sign and website.

Which one are you more likely to call?

The insurance agency that LOOKS legitimate and seems like a business you can trust with your policy and claims.

And good news:

Getting your logo and agency designed to look polished and professional doesn’t have to cost an arm and a leg.

You can get your logo designed AND put on multiple promotional items to easily (and inexpensively) boost your agency’s branding.

See:

  • Chapstick- as low as 33 cents!
  • Pens- just 99 cents
  • Car magnet- $8 each
  • Logo design- $995

Those prices are DEFINITELY worth it for branding that keeps your agency’s name out there!

Remember to use your logo in your email signature, too —

It’s a FREE way to remind prospects and customers of your agency’s brand and image.

If you skip this step in your insurance agency marketing plan, the rest of your insurance marketing won’t communicate the message that you’re worth calling or spending money with.

Plus, you can use your logo on handy wallet cards, which I talk about next…

 

 Which one are you more likely to call?

The insurance agency that LOOKS legitimate and seems like a business you can trust with your policy and claims.

And good news:

Getting your logo and agency designed to look polished and professional doesn’t have to cost an arm and a leg.

You can get your logo designed AND put on multiple promotional items to easily (and inexpensively) boost your agency’s branding.

See:

  • Chapstick- as low as 33 cents!
  • Pens- just 99 cents
  • Car magnet- $8 each
  • Logo design- $995

Those prices are DEFINITELY worth it for branding that keeps your agency’s name out there!

Remember to use your logo in your email signature, too —

It’s a FREE way to remind prospects and customers of your agency’s brand and image.

If you skip this step in your insurance agency marketing plan, the rest of your insurance marketing won’t communicate the message that you’re worth calling or spending money with.

Plus, you can use your logo on handy wallet cards, which I talk about next…

 

2. Create branded wallet cards to help in emergenciesEven though almost everyone uses a smart phone today, you’d be surprised how helpful a wallet card can be, especially for people who’ve recently moved to the area.

Get wallet cards branded with your professional logo and include the following numbers:

  • Your agency’s # for filing claims
  • Fire department 


Additional Information:

  • Production Capacity: 999
  • Delivery Time: 24 to 48 hours

View Complete Details

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Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
  • Financial Advisory
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Financial Advisory

Rs 999.00 / PersonGet Latest Price

Minimum Order Quantity: 1 Person

Service ModeOnline & Offline
Required DetailDocument
Actuarial ServicesActuarial Review
DocumentationYes
LocationPan India
Service LocationIndia

A financial adviser or financial advisor, is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisors have to complete specific training and hold a license to provide advice.

A Financial Advisor's Many Roles

A financial advisor is your planning partner. Let's say you want to retire in 20 years or send your child to a private university in 10 years. To accomplish your goals, you may need a skilled professional with the right licenses to help make these plans a reality, and that’s where a financial advisor comes in.

Together, you and your advisor will cover many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, term life, and disability) and estate and tax planning.

The financial advisor is also an educator. Part of the advisor's task is to help you understand what is involved in meeting your future goals. The education process may include detailed help with financial topics. At the beginning of your relationship, those topics could be budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters. 

Step one in the financial advisory process is understanding your financial health. You can’t properly plan for the future without knowing where you stand today. Typically, you will be asked to complete a detailed written questionnaire. Your answers help the advisor understand your situation and make certain you don't overlook any important information.

 The Financial Questionnaire

The advisor works with you to get a complete picture of your assets, liabilities, income, and expenses. On the questionnaire, you will also indicate future pensions and income sources, project retirement needs and describe any long-term financial obligations. In short, you’ll list all current and expected investments, pensions, gifts and sources of income.

The investing component of the questionnaire touches upon more subjective topics, such as your risk tolerance and risk capacity. An understanding of risk assists the advisor when it’s time to determine your investment asset allocation. You'll let the advisor know your investment preferences as well.

The initial assessment also includes an examination of other financial management topics such as insurance issues and your tax situation. The advisor needs to be aware of your current estate plan (or lack thereof) as well as other professionals on your planning team, such as accountants and lawyers. Once you and the advisor understand your present financial position and future projections, you’re ready to work together on a plan to meet your life and financial goals. 



Additional Information:

  • Production Capacity: 999
  • Delivery Time: 24 to 48 hours

View Complete Details

Yes, I am interested!
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Reviewed by 9 Users

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Response75%

Quality100%

Delivery100%

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16-March-21

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