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'High risk, High returns’
‘Low risk, low returns'
INVESTMENT AVENUES

SECURITIES

DEPOSITS

POSTAL SCHEMES

1.MONTHLY INCOME
SCHEME(MIS)
2.NATIONAL SAVING
CERTIFICATE(NSC)

3.KISAN VIKAS PATRAS
4.PUBLIC PROVIDENT
FUNDS

INSURANCE

1.LIFE
INSURANCE
POLICIES
2.ULIP

REAL
ESTATE

1.REAL
ESTATE

2.PRECIOUS
METALS
3. ART AND
ANTIQUES
MAIN PURPOSE TO INVESTMENT IN
DIFFERENT PLANS
TAX BENEFITS AND RISK
EXAMPLES OF INSURANCE
POLICIES
COMPANY

POLICY

Aviva Life Insurance

Aviva Life Young Achiever

SBI Life

SBI Shield- Annual Premium

Bharati AXA

Secure Confident

ICICI Prudential Life Insurance

ICICI Pre Smart Kid

Reliance Life

Reliance Term Plan

Metlife

Suraksha Regular Premium
WHAT COMPANY OFFER TO
CLIENT?
WHAT A CUSTOMER EXACTLY
WANT?
Investment in %
UNIT LINKED INSURANCE PLAN
INVESTMENT IN ART AND
ANTIQUES
Thank You

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