Uptrend Insurance and Financial Services

Uptrend Insurance and Financial Services Your one stop shop for your Mutual Fund Investments, Life Insurance, Non-Life Insurance and other Financial Services.

PsP (PeopleServingPeople) Financial Services aims to protect more lives, properties and help achieve your financial goals. Life Insurance, Non-Life Insurance, Health Insurance, HMO, Bonds and Surety

Let the ber month begin!Pay yourself first!One way you can practice paying yourself first is by investing. When you inv...
01/09/2021

Let the ber month begin!

Pay yourself first!

One way you can practice paying yourself first is by investing.

When you invest in a MUTUAL FUND, your money is pooled together with other investors.

Our expert fund managers use these pooled money to invest in various stocks and securities that matches your life goals.

As the fund grows, your money grows along with it.

When you invest in a mutual fund you get the following benefits:⁣
⁣
1️⃣ Start investing for only Php 5,000⁣
Mutual fund is one of the low-cost investment vehicles which offers a potential for greater returns over time.⁣
⁣
2️⃣ Invest in a variety of stocks and securities that may span across industries.⁣
⁣
3️⃣ Let your money be managed by experts and experienced fund managers who do the investment strategy on your behalf.⁣

Open an account today. Visit http://fami.com.ph/open-an-account/

Read more about mutual fund for beginners here - https://fami.com.ph/mutual-funds-for-beginners/




Protect your home against Fire, Lightning, Typhoon, Flood, Earthquake Fire and Earthquake Shock.For only Php 1,200 pesos...
13/08/2021

Protect your home against Fire, Lightning, Typhoon, Flood, Earthquake Fire and Earthquake Shock.

For only Php 1,200 pesos, your property Home and Contents can be insured for 1 Million pesos (owned or rented).

On top of that, this comprehensive insurance package for your home covers:
Robbery and Burglary - Php 100,000.00
Rent & Relocation Expense - Php 100,000.00
Personal Accident
Insured & Spouse - Php 100,000.00 each
Medical Reimbursement - Php 10,000.00 each
Children (maximum of 3) - Php 30,000.00 each
Medical Reimbursement - Php 3,000.00 each
Personal Liability - Php 100,000.00
Household Helper Cover (maximum of 3)
Personal Accident - Php 30,000.00 (10,000 each)
Property Damage - Php 15,000.00 (5,000 each)
Value Added Services
Debris Removal - Php 100,000.00
Architect & Surveyor Fee - Php 100,000.00
Burial Assistance - Php 2,000.00

Send us a message for inquiries and property quote.

Work like you own the place. Even if you are a lowly employee, act as if it's your family business. Once you find your n...
02/05/2020

Work like you own the place. Even if you are a lowly employee, act as if it's your family business. Once you find your niche, you will rise and acquire seniority and be compensated accordingly.

You will either step forward into growth or you will step back into safety.
02/05/2020

You will either step forward into growth or you will step back into safety.

Winning with money is 80% behavior and only 20% head knowldege. Change how you act and you can change your results.-Dave...
02/05/2020

Winning with money is 80% behavior and only 20% head knowldege. Change how you act and you can change your results.
-Dave Ramsey

Protect your home against Fire, Lightning, Typhoon, Flood, Earthquake Fire and Earthquake Shock.For a premium of 1,200 p...
28/03/2019

Protect your home against Fire, Lightning, Typhoon, Flood, Earthquake Fire and Earthquake Shock.

For a premium of 1,200 pesos, your property Home and Contents can be insured for 1 Million pesos (owned or rented).

On top of that, this comprehensive insurance package for your home covers:
Robbery and Burglary - Php 100,000.00
Rent & Relocation Expense - Php 100,000.00
Personal Accident
Insured & Spouse - Php 100,000.00 each
Medical Reimbursement - Php 10,000.00 each
Children (maximum of 3) - Php 30,000.00 each
Medical Reimbursement - Php 3,000.00 each
Personal Liability - Php 100,000.00
Household Helper Cover (maximum of 3)
Personal Accident - Php 30,000.00 (10,000 each)
Property Damage - Php 15,000.00 (5,000 each)
Value Added Services
Debris Removal - Php 100,000.00
Architect & Surveyor Fee - Php 100,000.00
Burial Assistance - Php 2,000.00

Send us a message for inquiries and property quote.

The PSEi is the best performing market in Asia in terms of year-to-date returns.The deep dive of the markets last year a...
11/02/2019

The PSEi is the best performing market in Asia in terms of year-to-date returns.

The deep dive of the markets last year and the subsequent sharp recovery this year underscores the importance of adopting a long-term view on the stock market. It is typical for investors to be unnerved by periods of extreme market volatility such as the one we experienced last year. However, long-term investors who follow an asset allocation strategy and risk management plan are better positioned to withstand short-term market gyrations. In the long run, macroeconomic performance and corporate fundamentals will ultimately determine where the stock market goes. -Wilson Sy

Saving your Hard Earned Money in regular savings account in banks vs Investments (bonds, equities, money market).If you ...
05/02/2019

Saving your Hard Earned Money in regular savings account in banks vs Investments (bonds, equities, money market).

If you will save Php 1,000 per month consistently for 15 years then you make a total of 180,000.00
P1,000 x 12 months x 15 years = 180,000.00

If you are saving it in regular savings account with 0.25% interest then on 15th year your hard earned savings only gives you a total of 183,432.35

Or if the bank is generous enough to give you 1% interest on 15th year then you have a total of P195,000.00

Whereas if you invest it assuming it gives a 12% return on investment on 15th year you have a whopping P501,039.00

Same amount, Same time of investing but huge growth difference.

Refer to the table for the projected returns assuming your investment gives you a return of 4%,8% and 12%.

Does your financial plan meet your target date?

Either make your money work for you or you will always have to work for your money.

"Compound interest is the eight wonder of the world. He who understands it, earns it. He who doesn't..pays it." - Albert...
05/02/2019

"Compound interest is the eight wonder of the world. He who understands it, earns it. He who doesn't..pays it." - Albert Einstein

Spend your time wisely. Use time to build your investments.
05/02/2019

Spend your time wisely. Use time to build your investments.

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Manila
1740

Telephone

09326764236

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