Financial
014 - Facilitated conversion of the proceeds from the matured amount in LIC policy and invested
Facilitated conversion of the proceeds from the matured amount in LIC policy and invested them in the LIC pension plan that was secured and best suited for one of the NRI clients.
013 - Facilitated purchase of Pradhan Mantri Vaya Vandana Yojana (PMVVY) bonds
Facilitated purchase of Pradhan Mantri Vaya Vandana Yojana (PMVVY) bonds, a beneficial investment scheme by the Government of India for senior citizens, from LIC policy for one of the senior citizens.
012 - Facilitated opening of trading account
Facilitated opening of trading account for equity shares transactions for a senior citizen.
011 - Arranged the closure, including transfer of account balances
Completed all the necessary formalities and arranged the closure, including transfer of account balances in the bank, for one of the NRI clients.
010 - Coordinated opening of Fixed Deposit accounts
Coordinated opening of Fixed Deposit accounts and provided other bank related services for senior citizen consequent upon recent mergers of certain banks.
009 Successfully completed the exit formalities
Successfully completed the exit formalities and the process of surrender of shares of Wintac Limited, for one of our senior citizen clients. The exit offer was given to the shareholders as Wintac Limited was being acquired by another promoter. All necessary documentation has been completed in coordination with the Registrars of Companies (ROC) to get the proceeds from the shares surrender.
008 Assisted a few clients in making financial investment in PMVVY
Assisted a few clients in making financial investment in PMVVY bonds, REC Bonds, Senior Citizen tax saving bonds.
007 Assisted a few clients in submission of 15H form
Assisted a few clients in submission of 15H form while submitting Income Tax Returns and thus helping them to claim relief from TDS deductions on income generated from interest on Fixed Deposits in Banks.
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.