Financial Freedom

22/11/2025

13/09/2025

Dear Investor,

Greetings of the day!!

We have organized a very interesting session for you this Saturday, 13th Sept 2025!

💥 Topic 💥

Saturday School - Avoiding Mental Traps - Overcoming investing Biases.

💥 SPEAKER 💥

Mr. Peshotan (Pesi) Dastoor - Group President & Head Sales - UTI AMC

Mr.Peshotan Dastoor joined UTI AMC on 6th May 2021 and has over 32 years of valuable experience in the financial services sector across banking and mutual funds.He holds double post-graduation qualification - Masters of Commerce degree from the University of Mumbai and Masters in Business Administration degree from Xavier's Institute of Management.

Block your time this coming “Saturday” to know more about Avoiding Mental Traps - Overcoming investing Biases.

📅 DATE & TIME 🕰️

Coming Saturday - 13th Sept, 2025 at 6:00 PM

📎Registration Link 📎:
https://tinyurl.com/ycs3mz58?id=2931&brcode=28565

14/06/2025

*Kotak E Term - 10 point Benefits:*

*1. Plan Options:* Choose between 3 plan options:
a. Life- - 100% SA apid on death.
b. Life Plus - 100% SA paid on death + Inbuilt ADB
c. Life Secure - 100% of SA paid on death + Waiver of premium on total permanent disability.

*2. Payout option:* Choose between 3 options to receive death Benefit.
a. Immediate payout
B. Level recurring payout
c. Increasing level recurring payout.

*3. Step up option*: Increase your SA on the happening of major events in life like marriage, child birth and purchase of a new house without medicals.

*4. Step down:Option* to decrease your SA and handle unforseen financial situation and still have a life cover.

*5. Riders*:Choose riders like Criticall Illness and TPD

*6. Tax Benefit:* 80c and 10 (10D) applicable.

*7. Exit Option:* Exit @ age 60 and get return of premium.

*8. 5% discount* for salaried customers.

*9. Attach *Married woman's property act 1874 Sec(6)* and make your term policy a non attachable asset

*10.Entey Age:* 18 to 65

12/06/2025

NPS (NATIONAL PENSION SCHEME)

04/06/2025

Dear Investor,

Greetings of the day!!

We have organized a very interesting session for you this Saturday,07th Jun 2025!!

💥 Topic 💥

Saturday School - रिस्क अपने पोर्टफोलियो में है, बाज़ार में नहीं"!!

💥 SPEAKER 💥

Mr. Aashish Somaiyaa (CEO - Whiteoak Mutual Fund)

Mr. Aashish Somaiyaa is responsible for strategizing, Growing, and managing the operations at Whiteoak Capital Asset Management Limited. Mr. Aashish Somaiyaa has 20 Years of experience in business Strategy and Management, Process-driven Sales and distribution, product Development, and Marketing of Investment offerings. Mr. Ashish Holds a Bachelor of Engineering in polymer science from Pune University and a Master's in Management Studies in Finance from NMIMS, Mumbai University.

Block your time this coming “Saturday” to know more about रिस्क अपने पोर्टफोलियो में है, बाज़ार में नहीं.

📅 DATE & TIME 🕰️

Coming Saturday - 07th Jun,2025 at 6:00 pm

📎Registration Link 📎:
https://tinyurl.com/ycs3mz58?id=2655&brcode=28565