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Best Stock Broker Near By Janak Puri

Stock Broker And Financial advisor

By TULSI WEALTHPublished 3 years ago 4 min read
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TULSI WEALTH (unit of Tulsi Securities) has a strong team of professionals who are highly passionate and committed. Tulsi Securities, powered by Motilal Oswal has enabling ecosystem, very strong value systems, robust products & processes & to create wealth for their customers. Tulsi Securities has extremely strong commitment to enable wealth creation for all their customers by ensuring personalized services & delivering world class service to their customers. Tulsi Securities specializes in providing best services to their customers in direct equities, futures & options, depository services, currency, commodities, mutual funds, PMS & many other investment products.

In the era of constant changing and volatile Financial Market, Investors need a Qualified, Trained and Unbiased Professional to assist them in achieving their Short Term and Long-Term Investment goals.

At TULSI WEALTH (unit of Tulsi Securities), our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships. We take the opportunity to introduce ourselves as a bunch of committed professionals with a single vision and mission statement "To serve our customers with integrity and honesty, always putting” Investor's Interest First".

With an experience of 27 years in Financial Service sector, we offer technology-based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We focus at being the most reliable, prompt and efficient provider of financial and insurance services.

We Endeavor to be one-stop Financial Supermarket and of immense help to our investors regarding Tax Solution, Retirement Planning, Wealth Creation and Insurance Management.

Mr. Rakesh Agrawal always had a desire to not just maintain the status quo but to get bigger and better & therefore he associated with Motilal Oswal group in the year Sep-15. His passion & execution powered by MOSL's Vision, Solid Research & Solid Advice has helped him not only create wealth for his clients but create a solid base of extremely satisfied clients.

Insurance

Insurance is an "Indemnity"-contract, i.e to Indemnify the an uncertain loss happens in the future. Insurance policy/plans is there to provide protection for yourself, your investment and your business. Insurance is chiefly a risk-management tool meant to offer financial protection to your dependents in the unfortunate event of your death. If you are adequately insured, your life insurance should enable your dependents – spouse, children or parents – to maintain their current lifestyle and pursue life’s financial goals till the time that they are able to set up an alternate income stream on their own.

Why choose us?

We offer different kinds of insurance solutions catering to customer’s insurance needs.

Our experts evaluate your specific needs and study the risk profile.

Based on the results of these evaluations, our experts suggest the most cost effective, integrated insurance package that is specifically suited to your risk profile.

Tie-ups with multiple Life & General insurance companies.

INCOME TAX ADVANTAGE

Life-Insurance As per INCOME TAX ACT,1961 deduction allowable upto 1,50,000/-p.a u/s sec.80c.

Health-Insurance As per INCOME TAX ACT,1961 deduction allowable upto 55,000/-p.a u/s sec.80 D.

Life Insurance

Life insurance is nothing but, "Insured your life". L"IF"E is full of IF's... and one needs to plan to secure their loved ones and themselves against the Ifs of Life. When you opt for a life insurance plan, you transfer your family's financial risks in case of any unfortunate event to the life insurer. This allows you and your loved ones to live life fearlessly. Life Insurance protects your family's financial wellbeing from the consequences of living without an income.

TYPES OF LIFE INSURANCE

TERM LIFE INSURANCE : Term Life Insurance plans are designed for specified periods of years,say 10,15 or 20 years etc.These are the “cheapest plans” compared to other plans.Main disadvantage is,there is “no any survival benefit”.The policy holder gets the claim amount only when death is happens.

UNIT LINKED INSURANCE PLAN ( ULIP’S ) : Unit Linked Insurance plans(ULIPs) offers policyholder “life security plus investment opportunity”. Premium paid into this policy is bifurcated into two parts, “one for the purpose of Life insurance and another for the purpose of investment”. These policies are ‘linked’ to market products like mutual funds, bonds, stocks, etc.

ENDOWMENT PLAN : Endowment Plan offers”life security plus survival benefit”.The main advantage of this plan is “policy holder gets assured & lumpsum amount at maturity”.

WHOLE LIFE POLICY : Whole life policy offers protection for the “entire lifetime” of an individual. Certain insurers can have an upper age limit for maturity of policy. wherein a ”death benefit is provided to the nominee on demise of the policyholder”. If there is a maturity benefit associated with the plan, a maturity amount will be paid when the policyholder attains the upper age limit associated with the scheme.

ANNUITY / PENSION POLICY : annuity/pension plans can be used by individuals looking to “financially secure their retired life”.The amount collected in the form of premium and distributed.

MONEY BACK POLICY : to the policy holder.Insurer pays certain percentage of sum insured amount to the policy holder at regular intervals.For example,let’s say 20 years policy,the insurer pays 20% of sum assured amount after every 5 years and remaining 40% at maturity period.

CHILD INSURANCE POLICY : A child insurance policy is a combination of saving & investment plan,to fulfill their future financial dreams/goals. A child insurance policy allows you do invests since child’s born age to adult age.Some policies allows you to withdraw your savings at certain intervals.

Kindly Go Through This Website To Get More Information About Stock Market And Investment Policy : https://www.tulsiwealth.com/

Click Below The Link To Open Free* Demat Account Now :

https://ekyc.motilaloswal.com/partner/?Hz0UdIzcmDynyDfZQ%20yWGfZMRTsjEjkELFngcTfxUJT%20btXfNUMr733R7gy3MpWSxX%2FB9UGycXSESVo9Fm%2FAy8isCShVEjqWnJKhamC4hlxOAwHwZ%2FJQPImNbKTP4PZMYZs3%206C6CUA4uNOCXFlhIHPPVz3Iz2zLsP%20YdMTxCJk&fbclid=IwAR0hZK1iSO9_2TsONEjg3kznDxi92JK9g-9-PXGkKAC0F8xK7DDf74rFpgA

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