Koshantra Financials
www.koshantrafinancials.comWe work with you to access, analyse & update your financial plan through significant life changes. 1) INVESTMENT PLANNING *Mutual Funds *Stocks/Shares *Alternative assets like Commercial Real Estate, EVs, Cloud Kitchens, Legal & Debt Financing *Fixed Deposits *Non-convertible Debentures *Capital Gain Bonds 2) LIFE INSURANCE *Individual & Group Term Plan *Critical Illness *Professional Indemnity *Key Man Insurance *Employer Employee Insurance *Group Gratuity/ Pensions 3) HEALTH INSURANCE *Personal Health Plans *Group Health Plan for Employees 4) GENERAL INSURANCE *Motor Insurance *Fire- Buildings, Factories, Residential *Burglary & Theft *Marine- Import/ Export of Goods *Plant & Machinery *Equipment & Stocks 5) TAX PLANNING *Equity Linked Saving Schemes (ELSS) *Unit-linked Investment *Traditional Saving Plans 6) RETIREMENT PLANNING *Annuity/ Dividend Plans *Government Bonds 7) CHILD EDUCATION PLANNING *Lump-sum Maturity Plans *Lump-sum Deposits 8) OTHER SERVICES * PAN/TAN/GST *IT & GST Filing *Legal Services *Accounts Maintaining *Registration of Business
Read moreWe work with you to access, analyse & update your financial plan through significant life changes. 1) INVESTMENT PLANNING *Mutual Funds *Stocks/Shares *Alternative assets like Commercial Real Estate, EVs, Cloud Kitchens, Legal & Debt Financing *Fixed Deposits *Non-convertible Debentures *Capital Gain Bonds 2) LIFE INSURANCE *Individual & Group Term Plan *Critical Illness *Professional Indemnity *Key Man Insurance *Employer Employee Insurance *Group Gratuity/ Pensions 3) HEALTH INSURANCE *Personal Health Plans *Group Health Plan for Employees 4) GENERAL INSURANCE *Motor Insurance *Fire- Buildings, Factories, Residential *Burglary & Theft *Marine- Import/ Export of Goods *Plant & Machinery *Equipment & Stocks 5) TAX PLANNING *Equity Linked Saving Schemes (ELSS) *Unit-linked Investment *Traditional Saving Plans 6) RETIREMENT PLANNING *Annuity/ Dividend Plans *Government Bonds 7) CHILD EDUCATION PLANNING *Lump-sum Maturity Plans *Lump-sum Deposits 8) OTHER SERVICES * PAN/TAN/GST *IT & GST Filing *Legal Services *Accounts Maintaining *Registration of Business
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