Swift Financial Services

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  • Swift Financial Services
  • Professional consultancy and services on INVESTMENT (Mutual Fund, Corporate Fixed Deposit, Debt instrument etc.) and INSURANCE (Life, Health, Vehicle, Fire, Travel etc.) Portfolio.
  • Investment and Insurance portfolio creation in structured format and all documents available in soft version.
  • Renewal reminder pickup at doorstep, courier and mail facility for all investment and insurance product.
  • Investment and Insurance portfolio realignment – one meeting every quarter.
  • A to Z claim settlement support.
  • Sharing of wealth creation opportunities.
  • Advice and counselling on tax saving.