Goal Based Financial Planning:
- Planning for short term Goals like purchase of Car, House, Meeting short term financial obligations etc
- Planning for long term Goals like Marriage, Children's Education, Retirement Corpus
- Creating funds for exigencies
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- Home Loan
- LAP – Loan against Property
- Personal Loan
- Business Loan- Unsecured upto 60 lakhs
- Business Loan- Secured upto 200 Crores.
- Project Funding for Real Estate.
- Lease Rent Discounting(LRD)
- Loan against Securities (LAS)
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- Health Insurance (Group & Personal)
- Life Insurance
- Investments
- Child Planning
- Retirement
- Term Insurance
- Motor Insurance
- Home Insurance
- SME Insurance
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- Mutual Funds
- Corporate FDs
- Fixed Income instruments like Bonds, NCDs
- Real Estate
- Share Trading
- Alternative Investment Funds
- Capital Gain Bonds
- Govt. of India Bonds
- NPS
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- Help clients plan their taxes by utilizing tax saving avenues in ELSS, NPS and Term Insurance etc.
- Tax Saving Mutual Funds
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