Hello,
I would like to thank you for this opportunity to introduce myself and the personal wealth management services I provide to the clients. I understand that everyone's situation is unique and are in different stages of life. With that in mind, I do our utmost to understand the unique challenges faced by my clients.
A thorough understanding of clients unique situation, allows me to create a customized financial plan. Within the scope of the financial plan, we recommend suitable financial products that may suit their needs if necessary.
If the recommended plans are feasible, I help them get implemented.
I continue working with the clients periodically and review their financial situation and monitor the plans that have been implemented. We take special attention to ensure that the financial plans are in alignment with our clients objectives.
Few of the specialties we deal with;
Savings / Wealth Creation:
Ø SRS – Savings for retirement with tax rebates.
Ø Planning for kids education.
Ø Plan towards financial freedom via passive income.
Ø Wealth protection and creation using legacy options.
Ø Comprehensive health insurance (Including Globally Portable options), covering hospitalization, specialists’ consultations and out-patients.
Ø Adequate protection for Life based on the financial needs analysis.
Ø Plans for income replacement to protect in case of major illnesses.
General Insurance:
Ø Corporate coverage for hospitalization, travel insurance, public liability, Fire insurance etc.
Ø Marine insurance.
Ø Home protection schemes.
Ø Motor insurance
Ø Keyman insurance.
Call NOW for a free consultation.
Partha, MBA, AFP
Personal Wealth Manager, AIA, Tampines.
Mobile : +65 8113 3272
Mobile : +65 8113 3272
Email : partha@aia.com.sg ; eshers@gmail.com
No comments:
Post a Comment