Call (+91) 9971486715 … Referral Code : ADCA22562 (or) ADCA109315 (or) 212326 .. Get 'One Code' to work with 'Multiple' Insurers across 'Any' Insurance Vertical … Inspiration Joint – Launch Your Presence ……………. Orange Cub – Prevention of Cruelty Against Animals …… "Powered By Ideas, Ideals & Idealism" – A Blog By Prerna Jain !!
Financial planning means different things to different people – wealth creation, risk cover , critical illness , savings , retirement, children education, loan/liability etc
We deal in all companies in India for life/General/Health insurance,Mutual funds,fixed Deposits,loan,etc – one stop investment sol- financial planning
Financial planning means different things to different people –
investing needs, protecting needs, advising needs
SIP & All Types of Mutual Funds, ULIP ,
Govt Co. / capital gain bonds / NBFC Fixed Deposits, Govt of India 7.75% Bonds,
Stocks & Commodities trading, specialised HNI investment Products like AIF(Alternative Investment Funds), PMS (Portfolio Management Services),
Real Estate Services & Products of well known developers,
Home LOANS, PERSONAL /BUSINESS LOAN, LAP ( loan against property),
Tours & Travel Services (Air Tickets, Hotels Booking & Travel Packages) ,
Life & General Insurance (Car Insurance / Health Insurance, Fire & Burglary Insurance & More..) ,
Demat account ,
Equity & Commodity Trading Account, Mobile Trading App,
Technical Analysis Software,
Desktop Trading Software
wealth creation like equity/MF /ULIP/ SIP/ portfolio management* , risk cover , critical illness, health care/ health insurance /MEDICLAIM – CASHLESS OR REIMBURSEMENT OR PRE HOSPITALIZATION DIAGNOSIS PRODUCT – individual/ floater/joint , savings , pension / annuity / retirement , children education/Marriage , loan/liability, holiday abroad, study abroad , tax saving, Motor insurance – 2 & 4 wheeler /commercial /private vehicles , create legacy for your family, married woman protection ( MWPA) , Travel insurance – medical & luggage , employer employee /partnership/ keyman – business insurance /SME, New born baby cover , etc.
Society insurance – structure, lift, diesel generator set, transformer, cctv, water softener, water pumps – overflowing of tanks, sprinklers etc
Dog insurance cover , lost Wallet cover, ATM withdrawal robbery cover, workmen compensation – project /construction, public liability cover, loss of rent, temporary resettlement cover, keys and locks replacement cover, employees compensation
Group health insurance, group / individual personal accident , Leave encashment, gratuity, fire insurance, marine insurance, director and officers policy, product liability, home /office/society insurance – long /short term dwelling , antiques insurance, burglary and theft and robbery etc, accidental damage.
General Insurance –
Protection from earthquake , landslide, indudation, water logging, fire, rain water, typhoon, tempest, storm, flood, hurricane, aircraft damage, riots, strike, terrorism, lightning, explosion from cylinder/Diwali crackers etc, malicious damage
Structure – flats, apartments, builder floor, bungalow and villa.
Contents- furniture, electrical equipment, domestic appliances, clothing, utensils, portable items – laptop /camera / smartphone.
Jewellery and watches – platinum, diamond.
*Curious paintings, art work, antiques
Comply T & C by Govt of India, State Govts, UTS, SEBI, AMFI , RBI, NHB, IRDA, RERA and other authorities. Provide copy of AMFI, NISM, EUIN, IRDA, RERA and other relevant certificates.
Regards/ Prerna Jain
Wealth Management, Family welfare Consultant, Investment Portfolio Advisor
Estate Planning, Tax Filing, Life/ Health/ Asset Insurance, Risk & Liabilities Strategist
Associated with Aviva India (Dabur Grp)
India’s Biggest Broker- PJ & Associates – with Sales Point /Policy Bazaar, Cover Fox , SMC Global Securities Ltd for MF/SIP/ ELSS/ NFO/ IPO, Marine,/Travel Insurance etc
ITR Filing, GST Services also Available
Our HNI clients – Corporate or Individual include- Minda, TT Textiles, Ministry of Comm & IT, EFY India (electronics 4 u), Indian Air Force, Arkay College of Engineering Nizamabad, Corporation Bank of India, Monica Dawar Celebrity Photographer, Honeywell, Aecom india, Amazon, etc
Former Sales Manager- Birla Sun Life (Aditya Birla Capital Grp) ,
Former Project Engineer, ERNET India, Deptt. of Elec. & IT (DeitY), Ministry of Comm. & IT (MCIT), Govt of India (GoI) ,
Former Public Relation Officer (P.R.O.) & B.D.M. at T.T. Textiles,
Former Asst. General Manager – Development at CMAI Association of India & Telecom Equipment Manufacturing Association (TEMA)
Former Tech Expert – Editorial Board at EFY Enterprises,
Catch me Live at : Microsoft Office365
Industry Feedback: PHD Chamber
Women Rights-Hogan Injury Law Firm California
For more info visit My Blog: Inspiration Joint (Ranked Top 10 in Google SEW)
Everyone Can Do Something To Save A Life . Help Voiceless, Homeless Animals. It is a Service To God
Launch Your Presence – Blog & Website Development, Event Management, Anchoring, Newsletters / Emailers, Google Analytics, Alexa Rating etc
SMO Partner For – Pet Craft (Pet Accessories), Golden Apple,/Food Planet (Catering )
My Facebook Profile: https://www.facebook.com/er.prerna.jain
Instagram Community Profile: http://instagram.com/devil743_orangecub_prernajain