SWIFT FINANCIAL SERVICES
Swift Financial Services are Professional consultancy and services on INVESTMENT (Mutual Fund, Corporate Fixed Deposit, Debt instrument etc.) and INSURANCE (Life, Health, Vehicle, Fire, Travel etc.) Portfolio. FINVEST ADVISOR is bringing this first of its kind product in the market to give convenience to its clients by providing door step 'after-sales' services of their current investment & insurance portfolio. With their expertise in understanding of the nuances of servicing these products, FINVEST ADVISOR intends to become first full-fledged servicing company for insurance and other investment products.
SWIFT FINANCIAL SERVICES PLAN:
- 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.