'High risk, High returns’
‘Low risk, low returns'
INVESTMENT AVENUES

SECURITIES

DEPOSITS

POSTAL SCHEMES

1.MONTHLY INCOME
SCHEME(MIS)
2.NATIONAL SAVING
CERTIFICATE(NSC)
...
MAIN PURPOSE TO INVESTMENT IN
DIFFERENT PLANS
TAX BENEFITS AND RISK
EXAMPLES OF INSURANCE
POLICIES
COMPANY

POLICY

Aviva Life Insurance

Aviva Life Young Achiever

SBI Life

SBI Shield- Ann...
WHAT COMPANY OFFER TO
CLIENT?
WHAT A CUSTOMER EXACTLY
WANT?
Investment in %
UNIT LINKED INSURANCE PLAN
INVESTMENT IN ART AND
ANTIQUES
Thank You
Investment Revenue In Modern Era
Investment Revenue In Modern Era
Investment Revenue In Modern Era
Investment Revenue In Modern Era
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Investment Revenue In Modern Era

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Investment Revenue In Modern Era

  1. 1. 'High risk, High returns’ ‘Low risk, low returns'
  2. 2. INVESTMENT AVENUES SECURITIES DEPOSITS POSTAL SCHEMES 1.MONTHLY INCOME SCHEME(MIS) 2.NATIONAL SAVING CERTIFICATE(NSC) 3.KISAN VIKAS PATRAS 4.PUBLIC PROVIDENT FUNDS INSURANCE 1.LIFE INSURANCE POLICIES 2.ULIP REAL ESTATE 1.REAL ESTATE 2.PRECIOUS METALS 3. ART AND ANTIQUES
  3. 3. MAIN PURPOSE TO INVESTMENT IN DIFFERENT PLANS
  4. 4. TAX BENEFITS AND RISK
  5. 5. EXAMPLES OF INSURANCE POLICIES COMPANY POLICY Aviva Life Insurance Aviva Life Young Achiever SBI Life SBI Shield- Annual Premium Bharati AXA Secure Confident ICICI Prudential Life Insurance ICICI Pre Smart Kid Reliance Life Reliance Term Plan Metlife Suraksha Regular Premium
  6. 6. WHAT COMPANY OFFER TO CLIENT?
  7. 7. WHAT A CUSTOMER EXACTLY WANT?
  8. 8. Investment in %
  9. 9. UNIT LINKED INSURANCE PLAN
  10. 10. INVESTMENT IN ART AND ANTIQUES
  11. 11. Thank You
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