Dear Investors,
Everyone has a 'Financial Goal’ Whether it’s saving for your child's higher education, buying a house, traveling the world, buying a luxury car, taking your parents for a long pilgrimage, planning for your retirement, or all of the above. Some people have so much money that they do not have to worry about their life goals. They are free to choose how they spend their entire lifeti
me, even if they do not plan anything for the future. Maybe you are one of them, too. But if you're not quite there yet, you need to create a plan to meet your aspirations and goals. This is where our expert financial service steps in to not only advise, but also to guide and assist you in defining, planning for, and then executing the plan to achieve your financial goals. Financial Planning is the process of meeting your life goals through the proper management of your finances. The way Financial Planning works is fairly simple. We are glad to present Financial Planning products and services as part of our advisory basket. We will now be offering the following Financial Planning products as well as distribution services to you. Mutual Funds:
Sampurna Suraksha through Insurance:
PMS (Portfolio Management Services)
MARS (MF Automated Portfolio Rebalancing System)
GAP (Goal Achievement Program)
Direct Equity, FD & Bonds
LAS (Loan Against Securities)
NPS (National Pension System)
Investment Need Assessment
Financial Planning
Paperless E-Wealth Account
Will Writing Services
You will now have access to all kinds of existing insurance products of all insurance companies, and investment products like mutual fund schemes of all AMCs. You will also have access to different asset classes of mutual funds ranging from pure equities to liquid, debt products like call money, etc. Further, mutual funds offer much greater flexibility in making investments with options like advance cheque payments, direct debits, etc. You can also avail of popular options like Systematic Investment Plans and Systematic Transfer Plans. In addition to all this, you can also get Initial Public Offerings (IPOs) of all leading Mutual Funds. You would be glad to know that we are Partners of NJ Fundz Network, a premier network of Financial Advisors extending across India. NJ India Invest, A leading player in Financial Planning products as well as distribution services in India. You, now being an indirect part of the network, will also enjoy certain benefits & services, available only to those associated with us. You will get to know them in the meantime. In case you wish to know more about insurance and investment options and or about the benefits of being part of the network, please feel free to contact us. Thank you and Warm Regards,
Mahendra Deshmukh
ArthaVision Wealth
8796174895, 8855820912
