Investment Plans

Investment Plans We provide financial, investment & insurance consulting for the following services:

Life Insurance

Life Insurance – HDFC Life
• Term Plan
• Saving Plan
• Retirement Plan
• Children Education Plan
• ULIP – Investment in Mutual Fund with Life Covered

Mutual Funds (Partner of NJ Wealth)
• SIP
• One Time Investments
• Short Term Investments
• Long Term Investments
• Debt Investments
• Equity Investments

General Insurance
• Health Insurance : Star Health Insurance, HDFC Ergo, Bajaj Allianz, Rel

igare Health, ICICI Lombard
• Vehicle Insurance : HDFC Ergo, Bajaj Allianz, TATA AIG, ICICI Lombard, IFFCO Tokio
• Travel Insurance : Religare Health
• Personal Accident Insurance – Permanent & Temporary Disability along with accidental death
• Family Accident Insurance : Star Health Insurance -for 50 Lakhs sum assured premium Rs.4500 (self 100% , spouse 50% & Children 25%)

07/02/2023
Invest in Tax Saving Fund of Mutual Fund to Save TaxShweta Dalal 9920397932
03/02/2023

Invest in Tax Saving Fund of Mutual Fund to Save Tax

Shweta Dalal
9920397932

Invest before 31st March 2023, for Tax Free Maturity Shweta Dalal Insurance and Mutual Fund Adviser 9920397932
02/02/2023

Invest before 31st March 2023, for Tax Free Maturity

Shweta Dalal
Insurance and Mutual Fund Adviser
9920397932

01/02/2023

Kotak NFO of Financial Services

Shweta Dalal
9920397932

Aim for your Child Education,  Long Term Investment in Mutual Fund Shweta Dalal 9920397932
20/01/2023

Aim for your Child Education, Long Term Investment in Mutual Fund

Shweta Dalal
9920397932

How much Monthly amount you require,  what is your age nowShweta Dalal Insurance and Mutual Fund Adviser 9920397932
18/01/2023

How much Monthly amount you require, what is your age now

Shweta Dalal
Insurance and Mutual Fund Adviser
9920397932

Rate of Bank FD is decreasing every year, HDFCLife Sanchay Plus providing Guranteed Income  after 10years , 25 years and...
13/01/2023

Rate of Bank FD is decreasing every year, HDFCLife Sanchay Plus providing Guranteed Income after 10years , 25 years and Lifetime also, alongwith Life Cover.

Do you want more details

Shweta Dalal
Insurance and Mutual Fund Expert
9920397832

Baby cover from day 1 with Health Insurance Shweta Dalal 9920397933
09/01/2023

Baby cover from day 1 with Health Insurance

Shweta Dalal
9920397933

Resolution for New year: InvestmentsDon't miss the date.Call me for InvestmentsShweta Dalal 9920397932
31/12/2022

Resolution for New year: Investments
Don't miss the date.

Call me for Investments

Shweta Dalal
9920397932

Save Tax  Invest in ELSS Mutual Fund and Create Wealth Shweta Dalal Insurance and Mutual Fund Adviser 9920397932
14/12/2022

Save Tax Invest in ELSS Mutual Fund and Create Wealth

Shweta Dalal
Insurance and Mutual Fund Adviser
9920397932

06/05/2022

Dear Investor,

We cordially invite you for an exclusive program which can give you good insights on what are the *RIGHT* investment options available and how through proper guidance how you can create *wealth* & can achieve *financial freedom*.

*Date:* Friday, 6th May 2022*

*Time:* 6 PM Onwards, Followed by Dinner

*Speaker:* Nikhil Kamat, Vice President - Sales, DSP Mutual Fund

*Venue:* Hotel Woodland Retreat, LBS Road, Thane West.

Request you to kindly provide confirmation from your end, Limited seats available.

Regards,
Shweta Dalal
9920397932

Contact me for Health InsuranceShweta Dalal
21/03/2022

Contact me for Health Insurance

Shweta Dalal

Address

Dombivli
421202

Telephone

+919920397932

Website

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