 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.

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Presentation transcript:

 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

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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: