Immediate Annuity Plan

Immediate Annuity Plan is a good investment option for Retirees. It will help you to compare the same with other after retirement investment options available.

Savings vs Investment

Know about the conventional approach to savings and investments and how the 'Smart' Approach is different and can be better for you.

Sovereign Gold Bonds

SGB is a wonderful way to invest in gold. You can download this presentation. It will help you give a professional presentation to your clients on SGB and get more business.

Gold Price Chart

Historical prices of Gold. Hope this will be useful to you for the marketing of Sovereign Gold Bond.

Union Budget 2024-25 (Highlights)

Union Budget 2024-25 (Highlights)

Perpetual Bonds

Explore the world of Perpetual Bonds in the Indian Money Market – Unlock the benefits, understand risks, and discover taxation nuances.

Direct vs Regular

Use this presentation to engage with clients who want a discussion between direct and regular plans.

Deductions under 80C and others for FY 2024-25

Know more about various tax savings sections along with Sec80C and others in details.

Union Budget 2023-24 (Highlights)

Union Budget 2023-24 highlights

Minor as a Nominee in Mutual Fund

Know the process of registering a minor as a nominee in your Mutual Fund Folio.

New Tax Regime vs Old Tax Regime

Let's look at the comparison of new vs old tax regimes. Also, understand the new changes of the New Tax Regime from FY 2023-24.

ELSS vs PPF

ELSS can be a potential investment option U/s 80C, for tax deduction as well as wealth generation compared to PPF.