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Please allow us to introduce ourselves as DREAMZUnlimited Financial Services. We are associated with L.I.C of INDIA recommending retirement & other financial planning products for high net-worth clients.

We conduct FREE SEMINARS in various organizations to educate people on different aspects of financial planning. We kindly request you to provide us with an opportunity to organize a seminar for your employees on any of the topics of interest. We have attached a gist of the sample topic of our presentation for your reference.

Our list of topics includes the following & may include other topics of interest too:
- 7 steps to financial freedom
- Beware of \"MIS-SELLING\" – pitfalls to avoid while planning your finances
- Planning for \"tension-free\" retirement?
- \"Income Tax\" planning – various sections & products available
- Understanding Mutual Fund investments
- Family Welfare Economics – concept of 4Cs & adequacy of insurance planning, etc

Looking forward to providing the BEST of our services to your employees.

Warm Regards,
V. LAKSHMINARAYANAN
DREAMZUnlimited...Financial Services Location: Mumbai, India

From India, Mumbai
Attached Files (Download Requires Membership)
File Type: docx 7-steps-one-pager.docx (236.0 KB, 69 views)

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