Insurance & Investments

Insurance & Investments

INSURANCE & INVESTMENTS

Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss. The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured.

Investment is a fix and systematic saving for a particular time period to get regular income in future from particular year. There are two types of investment risk free investment and risky investment. Return on investment is link with risk factor.

“High Risk, High Return” and “Low Risk, Low Return”.

Insurance

  • Retirement Plan
  • Educaion Plan
  • Pension Plan
  • Term Plan
  • Single Premium Plan
  • Special Plan for Govt. employee
  • Special plan for Salaried employee

Investments

  • Fix Deposit
  • Govt. Bond
  • Real Estate (Surat)

Mutual Fund

  • Systematic Investment Plan (SIP)
  • Single Time Investment
  • "WILL" Creation Service

Service Offers

  • Type of Insurance
  • Term Insurance, Whole Life Insurance, Endowment Plan, Accident Insurance, Money Back Plan, Pension Plan, Child Plan, Unit Linked Insurance Plan (ULIP).
  • Know what your NEEDS are, and what your WANTS are. (need analysis)
  • Premium payment at customer place. (digitalization)
  • We are providing investment plan with Guaranteed Return in writing on bond.

special points

  • We offer Financial Health Review at no cost. (FHR)
  • We have cheapest term plan of insurance industry.
  • Tele MER service are providing. (medical examination on telephone)

OUR HAPPY CLIENT SAYS

Jatin Gajjar & Associates is a firm of Chartered Accountant providing best service in area of Sachin and also in Surat with Dedicated work and Professional Staff.
-Durga Jain (Yes Bank)

WE ARE HERE TO PROVIDE BEST FINANCIAL ADVICE

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