Financial
006 - Assisted one of our NRI clients in investing in Tax saving deposits
Assisted one of our NRI clients in investing in Tax saving deposits, Pradhan Mantri Vayu Vandana Yojana (PMVVY) Bonds and REC (Rural Electricity Corporation Limited) Bond.
005 - Facilitated projects such as closing the death claims, changing of nominations
Facilitated projects such as closing the death claims, changing of nominations for bank accounts and LIC policies, closing the deceased bank accounts, post office and other investments.
004 - Assisted our NRI Client’s parent with investment opportunities
Assisted our NRI Client’s parent with investment opportunities and completed the process end-to-end. The investments were made in Kisan Vikas Patra & Pradhan Mantri Vayu Vandana Yojana.
003 - Facilitated our NRI Client with LIC Maturity proceeds
Facilitated our NRI Client with LIC Maturity proceeds by completing the documentation formalities and the amount got transferred to the client’s account.
002 – Delivery of cash to our senior citizen clients
During the lock down period of April and May 2020, we assisted few senior citizens clients by delivering cash for their immediate requirement after withdrawals from ATMs.
001 - Services related to Equity shares
Assisted one of our USA clients
(1) Claiming the shares dividend amount by submitting necessary documents
(2) Submitted documents for conversion of physical shares into Demat and credit to their account complying with statutory regulations.