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Facilitated closure of fixed deposits and investments
Coordinated with our lawyer for registration of family “WILL"
Facilitated opening of NRE and NRO accounts for several NRI clients
Facilitated closure of long outstanding mutual funds
Facilitated updating existing as well as organizing new Aadhaar and PAN card
Completed Filing of Income Tax returns for many of NRI clients
Facilitated repatriation of funds from India to US
Facilitated the opening of an NRO account for one of our clients.
Assisted our clients for investments in mutual funds
Assisted in investing in REC Bonds
Facilitated conversion of the proceeds from the matured amount in LIC policy and invested
Facilitated purchase of Pradhan Mantri Vaya Vandana Yojana (PMVVY) bonds
Facilitated opening of trading account
Arranged the closure, including transfer of account balances
Coordinated opening of Fixed Deposit accounts
Successfully completed the exit formalities
Assisted a few clients in making financial investment in PMVVY
Assisted a few clients in submission of 15H form
Assisted one of our NRI clients in investing in Tax saving deposits
Facilitated projects such as closing the death claims, changing of nominations
Assisted our NRI Client’s parent with investment opportunities
Facilitated our NRI Client with LIC Maturity proceeds
Delivery of cash to our senior citizen clients
Services related to Equity shares