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Mutual Fund investment
Purchase of MF units
SIP, STP, Switches
Change of address and bank
Regular reports
Direct equity
Buy and sell of stocks
Identification of stocks for investment
Shares transmission
Dematerialization
Services for unclaimed
Regular reports
Any other service issues
Tax filing
Calculation of Advance Tax
Calculation of tax liability
Capital Gains/Loss calculation
Refunds process
Filing of Tax returns
Lower tax deduction certificates
NRI Forms - CA and CB processes
Life insurance
Claims process
Change of Nominee, address
Revival of policies
Maturity process
Health insurance
General insurance
Claims process
Transfer of NCB
Customized product for corporates
Professional Indemnity
Legal services
Legal verification
Title verification
Deeds
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Joint ventures
Estate planning
Identification of properties
Registration of property
Documentation of properties
Loans
Housing loan
Mortgage loan
Project loans
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Corporate services
Keyman insurance
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Group Gratuity and EDLI
Transit, Export, and Import
Goal based planning
Child's education planning
Child's wedding planning
Dream home
Dream car
Dream vacation
Family protection
Retirement planning
Custom goal
Resources
KYC/PAN
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