Investment Services - PowerPoint PPT Presentation

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Investment Services

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Best Financial Advisor Provider in Nagpur, Our experienced professional experts provide best financial invest services to our clients. Choose Nagpur Advisor certified investment serives to manage your financial goals. – PowerPoint PPT presentation

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Updated: 25 April 2021
Slides: 9
Provided by: nagpuradvisor
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Title: Investment Services


1
Investment serives
2
About Us
Shyamalan Rao Kishan Rao Ambekar, has
successfully completed his 37 yrs of service in
STATE BANK and has served in different roles from
Clerk to Desk Officer, then from an Accountant to
Deputy Manager. He has gradually improved his
skills through the trainings organised by the
Bank and worked so hard. After his retirement, he
proved that nothing can stop him from taking a
step forward to learn to earn. He has joined
Birla Sunlife Insurance Company as an advisor and
in the brief of 4 years after joining BSLI, he
has been an overachiever with bronze club member,
gold club membership, branch manager club
membership, zonal manager club membership and
regional zonal manager club membership and has
undergone through many training throughout his
tenure in ABSLI. He also owns a license from the
Association of Mutual Funds of India (AMFI). In
feb 2016, he moved to Star Health and Allied
Insurance Co. Ltd Nagpur branch no 2 and has
attended all the training organised by the
company regarding Health Insurance.
3
Investment serives
A health insurance policy covers medical expenses
for illnesses or injuries. A reliable health
insurance plan protects you from sudden medical
expenses. It reimburses your bills or pays the
medical care provider directly on your behalf. A
comprehensive medical insurance covers the cost
of hospitalisation, daycare procedures, medical
care at home(domiciliary hospitalisation),
ambulance charges, amongst others.A health
insurance plan helps you stay covered against
various diseases. Additionally, it helps you
boost tax savings. Under section 80D of the
Income Tax Act, 1961, you can claim tax benefits
against your health insurance premium.
4
Different Types of Investment Services
  • Investment services is a general term used to
    describe a whole range of activities related to
    investments in financial instruments. Typically,
    the most common forms of investment services are
    the following
  • The provision of investment advice whereby
    investors are provided with personal
    recommendations on the investments products that
    would be suitable for them (also known as an
    advisory service)
  • The purchase or sale of financial products on an
    execution only basis (therefore without receiving
    investment advice) or
  • The provision of portfolio management services
    (collective or discretionary).

5
Connect with Us
https//facebook.com/nagpuradvisor
https//Twitter.com/nagpuradvisor
6
Contact Us
Address -
24-25 Patil Lay Out Gopalnagar Nagpur
Call. -
91-7588745539
Email -
nagpuradvisor.com_at_gmail.com
7
Visit Us
http//nagpuradvisor.com
8
Investment serives
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