Explore Your Financial Goal With
Jindal Investment
Explore Your Financial Goal with Jindal Investment. We at Jindal Investment
believe that protection of your fund is a prime job and it needs to be addressed with
lots of knowledge and proper planning.
Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning,
Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the
financial Goals of our clients Mutual Funds, & Fixed Deposits etc. We strongly recommend and use
Mutual Funds in every clients portfolio creation. Due to its lot many advantages over other investment
products like-diversification, professional approach and steady growth.
Benefits of Portfolio Tracking Tool
Goal Planning is a powerful process for thinking about your ideal future, and for motivating
yourself to turn your vision of this future into reality.The process of planning goals helps you
choose where you want to go in life.
Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.
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Document Type
Link
1
PAN 49A New Form
2
PAN Change Form
KYC Forms
Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.