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        Bank Name
        Plan Type
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Investments Plan :

Investment planning is the process of matching your financial goals and objectives with your investment resources. Its critical to note that investment planning IS A SUBSET OF financial planning. Good investment planning cannot be done without a great financial plan first.  More information
 - Without a financial plan you dont
 - have well structured financial goals.
 - Without well structured financial goals you wont have well defined investment objectives.

Wealth Creation Plan :

Wealth creation starts with simple steps to address your timeframe, risk profile and ability to save or invest. Once we understand your needs and objectives, we can address the best form of wealth creation for you, be it to reduce your mortgage more rapidly or to compound your retirement savings. Many people find that they need to look at strategies to increase the amount invested to achieve these goals and this can be done by various borrowing strategies which often bring tax efficiencies to bear as well. More information

Pension Plan :

A type of retirement plan, usually tax exempt, wherein an employer makes contributions toward a pool of funds set aside for an employee's future benefit. The pool of funds is then invested on the employee's behalf, allowing the employee to receive benefits upon retirement.  More information
 - Defined benefit plan
 - Defined contribution plan

Money Back Plan :

Our money back plan with its feature of money back at regular intervals works to make your moments even more memorable. This plan gives you a double benefit of guaranteed money back at regular intervals along with protection in case of an unforeseen eventuality.  More information

Term Plan :

It is life insurance which provides coverage at a fixed rate of payments for a limited period of time, the relevant term. After that period expires, coverage at the previous rate of premiums is no longer guaranteed and the client must either forgo coverage or potentially obtain further coverage with different payments or conditions.
If the insured dies during the term, the death benefit will be paid to the beneficiary. Term insurance is the least expensive way to purchase a substantial death benefit on a coverage amount per premium dollar basis over a specific period of time.   More information

ULIP Plan :

A ULIP is basically a combination of insurance as well as investment. A part of the premium paid is utilized to provide insurance cover to the policy holder while the remaining portion is invested in various equity and debt schemes.  More information

Child Plan :

Child insurance plans have traditionally played an important role in securing the child's future. With a plethora of children insurance plans available in the market, it becomes difficult for most parents to evaluate them objectively. Individuals need to understand the dynamics for planning their children so that they can best utilize the alternatives available in the market.  More information








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