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Swaraj money

Gold Client Services Presentation

www.swarajmoney.com

1178,Shop No 1,Ali Mkt,Home Science College Road,Opp Aayush gallery ,Jabalpur Cell. : 99930-25625,Ph 4078625


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1

Know Your Financials, Build Your Future…

Everyone Works hard to

make money

and live a financially independent

lifestyle.

www.swarajmoney.com

But most people are unaware about “what they have” at any given point of time.

Furthermore, most people do not have a clear strategy for financial planning. In today’s rat race, we tend to concentrate on making more money…

We provides complete wealth management system

Focusing on managing you already own.

1178,Shop No 1,Ali Mkt,Home Science College Road,Opp Aayush gallery ,Jabalpur Cell. : 99930-25625,Ph 4078625


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Lets Test Your Personal Financial Awareness.

  • Do You Know Your Financial Net worth Today?

  • Do You Know What Your Portfolio Composition is?

  • Do You Know How much Return You are Getting?

  • Do your Family Aware of Your Financial Status, Asset, Liabilities & Insurance Policies?

  • Did You Booked Profit When market is On Pick?

    If ‘No’, Read on…

www.swarajmoney.com

1178,Shop No 1,Ali Mkt,Home Science College Road,Opp Aayush gallery ,Jabalpur Cell. : 99930-25625,Ph 4078625


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Personal Wealth Management Software

Presenting Wealth eoffice

Mutual Funds

Equity/Stocks

www.swarajmoney.com

www.swarajmoney.com

Life Insurance

General Insurance

Health Insurance

Bank FD

Bonds

KVP

PPF

MIS

Post Office

RBI Relief Bonds

NSC


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Individual Wealth Report

  • Products covered in Wealth Management System

  • Mutual Funds

  • Equity/Stocks

  • Life Insurance ( All Companies)

  • General Insurance ( Includes Health & Vehicle )

  • Post Office, Bank FD

  • Bonds and Debenture

  • NSC, KVP, PPF, MIS, RBI Relief Bonds



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Family Member’s Portfolio

User Friendly Reports Navigation



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A Common Problem: At the time of transaction Clients don’t know about Joint holders, Bank account & other details, they have to call Account Statement again & again. Here is all information on a click

Folio Master: Get Instant Folio Information

MF






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Trigger by Achievement for a particular investment

Set Target Date Trigger

Set Profit Booking Trigger

Set NAV Target Trigger


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Other Reminders on SMS & Email

  • 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/Email

Coming Soon in Wealth eoffice


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Thank You

AJAY KUMAR JAIN

1178 ALI MARKET HOME SCIENCE COLLEGE

ROAD OPP AAYUSH GALLERY

JABALPUR(M.P)

MOBILE NO. 9993025625

www.swarajmoney.com


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