SEBI Registered Investment Advisor - Licence No : INA300002857

Sl. No.
Particulars
Scope of Work
SAIA Fees
Remarks
1.
Insurance Policy – Life and Non Life
Report and Collection if orphan policies
Negotiable
2.
Documentation – PAN, Driving Licence, Passport, Marriage Certificates
Whereabouts
Negotiable
3.
Contact person for various services
IT Returns, Wills, Investment Details
As per actuals with concerned parties
4.
Banking Details
Bank a/c details– mode of holding, Debit cards, Credit cards, FDs