Wealth Management Firm In Jaipur

Special design “combo plan “(SDP)

What is SDP ?

SDP is special design plan which required less amount of investment and cover all financials requirements of customer. This will help to customer less amount of investment. This will also help to moderate financial planning.


In young generation they want to spend more money and want financial freedom, but due to limited sources of income they can’t. For this we have solution of financial freedom product (SDP) this will help RISK COVER, MEDICAL COVER, for any uncertainty in life.


This product will also help to plan about our retirement. Our product SDP will help to cover risk of life cover, family Mediclaim, and retirement planning with very low amount of investment .


This product will also be eligible for tax deduction.


FOR EXAMPLE:

Name: Mr Amit Kumar

Current Age: 25 year

Monthly Salary: 25000 INR

Status: MARRIED

KIDS: 1. AGE >> 3 YEAR & 2. AGE >> 1 YEAR

  • Challenge and goal he could face in future
  • Child higher education
  • Child marriage
  • Health issues
  • Retirement
  • Financial security of family in case of any uncertain event

Old method to deal this problem

Step no 1Take insurance plan

Problem – More expensive less return


Step no 2Take medical insurance

Problem – Difficult to take decision how much insurance should be taken.


Step no 3Investment for retirement, goal and tax planning in

Problem – In step no 3 is that in this type of investment return are very low if we compare to 1990 .

  • Invest in PPF
  • Invest in RD
  • DEPOSIT in saving account
  • Invest in one assets
  • Chit fund deposit

As we go through in a old method of dealing in this type of problem we required very high amount investment and provide with very low return.


* Our SDP Product which provide all kind of benefit which required with very low amount of investment.

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About WealthJi

In the last 14 year we are working as individual advisor in financial advisor. We First try to understand the needs of client and his mind regarding...

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