“Wealth Valley is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over years, to the satisfaction of its clients. Wealth Valley offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Wealth Valley over 100+ clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.ead More
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Mutual funds are a type of certified managed combined investment schemes that gathers money from many investors to buy securities. There is no such accurate definition of mutual funds, however the term is most commonly used for collective investment schemes that are regulated and available to the general public and open-ended in nature. Hedge funds are not considered as any type of mutual funds.
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Life Insurance can be defined as a contract between an insurance policy holder and an insurance company, where the insurer promises to pay a sum of money in exchange for a premium, upon the death of an insured person or after a set period.
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Introducing Financial Planning - your key to unlocking a secure financial future! 🔑 Are you tired of living paycheck to paycheck? Want to save for retirement, but don't know where to start? Our Financial Planning tool is here to help. With personalized recommendations and expert guidance, you'll be on your way to achieving financial peace of mind in no time. 💰 Our cutting-edge technology takes into account your unique financial goals and spending habits, providing tailored advice on how to manage your money effectively. Say goodbye to guesswork and hello to a more prosperous tomorrow! 🌞 With Financial Planning, you'll: * Get personalized investment recommendations based on your risk tolerance and financial objectives * Create a comprehensive budget that aligns with your values and goals * Develop a savings plan that sets you up for long-term success * Gain clarity and confidence in your financial decisions Don't let financial uncertainty hold you back any longer. Take control of your money today with Financial Planning! 💪
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Protection from a financial loss arising out of loss or damage to your vehicle. Protection from liability towards third parties for personal injury. Protection death and property damage on account of any accident involving your vehicle. Cash Less and Hassle free Claim procedure.
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Protect your greatest asset good health Individual and Group- Ordinary and Floater health Insurance Policy Cash free hospitalization in more than 1400 hospitals across India. Reimbursement of expenses during Pre- Hospitalisation and Post- Hospitalisation stages of treatment. 130 minor surgeries that require less than 24 hours hospitalization covered under the UNIQUE day care procedure. Reimbursement of expenses incurred on ambulance services to the nearest hospital where Emergency Health facilities are available.
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