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INSURANCE
& INVESTMENTS
- Organizing investments in Government,
securities RBI Bonds, PPF, Post offices, N.S.C. Financial
Institution such as Unit Trust of India, IDBI, ICICI, etc. Public
limited companies- share, Debentures, Fixed Deposits, Banks-
Foreign, Nationalized, Co-Operative, Merchants bankers.
- Advising on Investment where
show on a tax favoured basis. Data recording of investment,
portfolio management.
- Dealing with
Investor Agencies, publication.
- Arranging Insurance both Life
& General by personal assessment with financial planning,
tax rebates, nomination, claims, reminders of Renewals, Mediclaim,
and Fire Insurance.
- Data recording of insured
persons with date of policy, sum assured premium amount payment
mode name & Address of Insurer, Date of Renewal/Maturity.
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