1 / 16

NANDY FINANCIAL ADVISORY PVT. LTD. Gold Client Services Presentation

NANDY FINANCIAL ADVISORY PVT. LTD. Gold Client Services Presentation. Lets Test Your Personal Financial Awareness. 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?

sierra
Télécharger la présentation

NANDY FINANCIAL ADVISORY PVT. LTD. Gold Client Services Presentation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. NANDY FINANCIAL ADVISORY PVT. LTD. Gold Client Services Presentation

  2. Lets Test Your Personal Financial Awareness. • 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? If ‘No’, Read on…

  3. 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 Wealth Report on SMS

  4. SIP Detail Report MF

  5. Life Insurance Policy Holding Report LI

  6. General Insurance Policy Holding Report GI

  7. Fixed Deposit Investment Report FD

  8. Post Office Investment Report PO

  9. Equity Investment Report

  10. VIEW PORTFOLIO ALLOCATION REPORTS

  11. CALCULATORS

  12. DOWNLOAD SECTION

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

  14. 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

  15. 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.

  16. Thank You NANDY FINANCIAL ADVISORY PVT. LTD. 56/76 N.S.C Bose Road, 1st Floor, Kolkata – 700 040 Email: clientcare@nfaindia.in Mobile no: (+91) 9831119301 Landline: 033 – 2481 7367 Website:www.nfaindia.in

More Related