Title: nagpuradvisor
1Financial Investment Services
2 Financial Investment Services
services
offered
to in the
individuals, business houses,
governments
course of savings, investment,
risk management,
- lending and borrowing.
- They are different from financial assets,
securities and instruments which are owned to
hold inherent value. - These services are provided for a fee, commission,
- brokerage, etc,..
3 Who offers Financial Investment Services?
- Financial institutions Specialized service as a
product - like Banking, Insurance, Asset Management (Mutual
Fund), - Registrar, Depository, etc,.
- Financial Intermediaries Bridge the gap between
the seller and buyer or demand and supply. Stock
Brokers and Forex dealers are the few to
mention. - Financial Markets They offer services like
Listing, delisting, online trading, clearing,
settlement, risk management in Equity, Debt,
Derivatives and Forex Markets.
4Types of Financial Investment Services
Life Insurance Health Insurance Mutual funds
5Life Insurance
Life Insurance acts as financial protection for
your family in case of your death or a payment
made to you on surviving the policy term. In
return for this payment, you make periodic fixed
payments to the life insurance company.
6Health Insurance
Health insurance plans reimburse insured
customers for their medical expenses, including
treatments, surgeries, hospitalization and the
like which arise from injuries/illnesses, or
directly pay out a certain pre-determined sum to
the customer. A health insurance policy offers
coverage for any future medical expenses of the
customer.
7Mutual funds
Mutual Fund is an investment product. It is
started and managed by a Mutual Fund company that
pools money from various investors and invests it
in various asset classes like equities, bonds,
money market instruments, and Gold.
8- Accepting Deposits
- Giving loans and advances
- Cross Selling
9 Contact Us
Address -
Bajaj Nagar, Nagpur
91-7588745539 91-735068452
Mo. -
Email -
nagpuradvisor.com_at_gmail.com
10Visit Us
http//nagpuradvisor.com/
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