Do You Know Your Financial Net worth Today? Do You Know What is Your Portfolio Composition ? Do You Know How much Return You are Getting? Are You Aware About Your Family’s Financial Status, Asset, Liabilities & Insurance Policies? Did You Book Profit When Market Were on a Upward Swing? If ‘No’, Read on…
Wealth Report on SMS Individual Wealth Report
MF
LI
GI
FD
PO
DOWNLOAD SECTION
What will happen when… Investor investing Rs for Son’s Future Education & want to switch to Bond fund when the amount grow to Rs anytime in next 5 Years, How will he be remind. Investor wants to redeem money when he achieves a profit of 20%. Investor wants to be reminded when the NAV of a fund achieves Rs.15. Many Investors didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS). Do you remember Jan 2008 when Investors were getting huge profits but you couldn’t book it. Set Triggers/ Alerts on SMS Set Profit Booking Trigger Set NAV Target Trigger Set Target Date Trigger Trigger by Achievement for a particular investment
Life Insurance policy Maturity Reminders General Insurance Policy Renewal Reminders* FD/ PO/ Bond/ Debenture Maturity Reminders Life Insurance Pay Premium Reminder* Set Monthly Schedule of MF/ Wealth Report on SMS/ *Coming Soon in Wealth eoffice
The Amounts are payable annually. If the annual charge is not paid within a 7 days of expiry of the software, then the clients have to subscribe in fresh manner as per the rates prevailing at that moment. The charges may change without any prior intimation. All Mutual Fund transactions should be done under broker code ARN to see the mutual fund transactions. Charges for Sms trigger facilities are extra.
Thank You NANDY FINANCIAL ADVISORY PVT. LTD. 56/76 N.S.C Bose Road, 1 st Floor, Kolkata – Mobile no: (+91) Landline: 033 – Website: