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Insurance is the instrument of Security, saving and peace of mind. It provides general benefits by paying a small amount of premium to an insurance company.
Benefits of Insurance
- Safeguards oneself and one’s family for future requirements
Peace of mind-in-case of Financial Losses
Encourages savings
Tax Benefit in the front end and back end
Security against a personal loan, housing loan or other types of loans
Insurance Planning
Life being the most uncertain thing on the face of this universe, one has to always be on their guard. One must thus make ample provision to cover greater financial loss hitting his family.
Insurance Planning is concerned with ensuing adequate coverage against insurable risks. Calculating the right level of risk cover is a specialized activity, requiring considerable expertise. |
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Every child is a
pillar of strength to not only his
parents but also to the Nation. We must thus ensure a
bright and secured future for them. Parents dream, but
very few work towards it. Monetary Planning for a child,
right from day one will take care of your child’s
career. The purpose of
Children’s
Future Planning is to create
a corpus for foreseeable expenditures such as those on
higher education, wedding and to provide an adequate
security cover during their growing years. |
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A Mutual Fund/ELIP is a form of
collective
investment that pools money from many investors and
invests the money in stocks, bonds, short term money
market instruments, and /or other securities. In a
Mutual Fund, the fund manager trades the funds
underlying securities on behalf of both company and
investors. The value of a unit of the mutual fund known
as the Net Asset Value is calculated on daily basis |
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Retirement is a bitter truth for
every working
individual and hence one must be well prepared to accept
it gracefully. With retirement comes the benefit of
enjoying your life with your grandchildren and leading a
peaceful life with your spouse and family. This dream
can convert into a nightmare if provisions have not been
made to retain your financial independence, which in
turn helps you to maintain a comfortable standard of
living and also to cope with medical expenses. |
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