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financial planing

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financial planing

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  1. Swaraj money Gold Client Services Presentation www.swarajmoney.com 1178,Shop No 1,Ali Mkt,Home Science College Road,Opp Aayush gallery ,Jabalpur Cell. : 99930-25625,Ph 4078625

  2. 1 Know Your Financials, Build Your Future… Everyone Works hard to make money and live a financially independent lifestyle. www.swarajmoney.com But most people are unaware about “what they have” at any given point of time. Furthermore, most people do not have a clear strategy for financial planning. In today’s rat race, we tend to concentrate on making more money… We provides complete wealth management system Focusing on managing you already own. 1178,Shop No 1,Ali Mkt,Home Science College Road,Opp Aayush gallery ,Jabalpur Cell. : 99930-25625,Ph 4078625

  3. Lets Test Your Personal Financial Awareness. • Do You Know Your Financial Net worth Today? • Do You Know What Your Portfolio Composition is? • Do You Know How much Return You are Getting? • Do your Family Aware of Your Financial Status, Asset, Liabilities & Insurance Policies? • Did You Booked Profit When market is On Pick? If ‘No’, Read on… www.swarajmoney.com 1178,Shop No 1,Ali Mkt,Home Science College Road,Opp Aayush gallery ,Jabalpur Cell. : 99930-25625,Ph 4078625

  4. Personal Wealth Management Software Presenting Wealth eoffice Mutual Funds Equity/Stocks www.swarajmoney.com www.swarajmoney.com Life Insurance General Insurance Health Insurance Bank FD Bonds KVP PPF MIS Post Office RBI Relief Bonds NSC

  5. Individual Wealth Report • Products covered in Wealth Management System • Mutual Funds • Equity/Stocks • Life Insurance ( All Companies) • General Insurance ( Includes Health & Vehicle ) • Post Office, Bank FD • Bonds and Debenture • NSC, KVP, PPF, MIS, RBI Relief Bonds

  6. Extended Wealth Report MF

  7. Family Member’s Portfolio User Friendly Reports Navigation

  8. SIP Detail Report MF

  9. A Common Problem: At the time of transaction Clients don’t know about Joint holders, Bank account & other details, they have to call Account Statement again & again. Here is all information on a click Folio Master: Get Instant Folio Information MF

  10. Life Insurance Policy Holding Report LI

  11. General Insurance Policy Holding Report GI

  12. Fixed Deposit Investment Report FD

  13. Post Office Investment Report PO

  14. Trigger by Achievement for a particular investment Set Target Date Trigger Set Profit Booking Trigger Set NAV Target Trigger

  15. Other Reminders on SMS & Email • 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

  16. Thank You AJAY KUMAR JAIN 1178 ALI MARKET HOME SCIENCE COLLEGE ROAD OPP AAYUSH GALLERY JABALPUR(M.P) MOBILE NO. 9993025625 www.swarajmoney.com

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