Mutual Fund Distribution
Mutual Funds have emerged as a biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.
Life Insurance Planning
Two major risks of Life - Living too long and living too short needs to be taken care of. We have wide range of Insurance Options to take care of both the events. Whats more! Life Insurance planning can help you achieve your financial goals and save on your taxes too. Remember - There is no substitute to Life Insurance. We will help you in structuring your insurance planning based on your needs and requirements.
Health Insurance Planning
Medical expenses are rising day by day and are only expected to go further up! Health insurance serves as hedge against medical expenses. We have good health insurance policies to cater to your needs.
General Insurance Planning
We at Khalsa IFS Services deals in all the General Insurance Products across various General Insurance Cos. as per our customer’s need and convenience.
Equity/Share Advisory Services
Investing in stock market is inarguably the best route to create wealth in long-term. However, it can also be a very risky proposition due to high risk-return trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an experienced and trustworthy expert who will guide you as to when, where and how to invest.
Khalsa Insurance and Financial Services provides guidance in the exciting world of stock market with suitable trading solutions and value-added tools and services to enhance your trading experience.