2.  Do You Know Your Financial Net worth Today?  Do You Know What is Your Portfolio Composition ?  Do You Know How much Return You are Getting?  Are You Aware About Your Family’s Financial Status, Asset, Liabilities & Insurance Policies?  Did You Book Profit When Market Were on a Upward Swing? If ‘No’, Read on…

3. Wealth Report on SMS Individual Wealth Report

4. MF

5. LI

6. GI

7. FD

8. PO

12. DOWNLOAD SECTION

13. What will happen when…  Investor investing Rs.200000 for Son’s Future Education & want to switch to Bond fund when the amount grow to Rs.400000 anytime in next 5 Years, How will he be remind.  Investor wants to redeem money when he achieves a profit of 20%.  Investor wants to be reminded when the NAV of a fund achieves Rs.15.  Many Investors didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS).  Do you remember Jan 2008 when Investors were getting huge profits but you couldn’t book it. Set Triggers/ Alerts on SMS Set Profit Booking Trigger Set NAV Target Trigger Set Target Date Trigger Trigger by Achievement for a particular investment

14. Life Insurance policy Maturity Reminders General Insurance Policy Renewal Reminders* FD/ PO/ Bond/ Debenture Maturity Reminders Life Insurance Pay Premium Reminder* Set Monthly Schedule of MF/ Wealth Report on SMS/Email *Coming Soon in Wealth eoffice

15.  The Amounts are payable annually.  If the annual charge is not paid within a 7 days of expiry of the software, then the clients have to subscribe in fresh manner as per the rates prevailing at that moment.  The charges may change without any prior intimation.  All Mutual Fund transactions should be done under broker code ARN-36357 to see the mutual fund transactions.  Charges for Sms trigger facilities are extra.

16. Thank You NANDY FINANCIAL ADVISORY PVT. LTD. 56/76 N.S.C Bose Road, 1 st Floor, Kolkata – 700 040 Email: clientcare@nfaindia.in Mobile no: (+91) 9831119301 Landline: 033 – 2481 7367 Website:www.nfaindia.in