Ajay Associates is value driven; Consulting Professional specialized in Insurance, Investments, Financial Planning, Wealth Management
and Housing Loans facilities based at Chennai. We as well provide proficient service on Income Tax. We have cultivated long-term relationship
with our clients by providing greater quality on services.
Our wide spectrum of services includes:
INSURANCE & INVESTMENTS:-
Life Insurances (LIC & HDFC):
- Wealth Creation Plan.
- Children Marriage / Education Plans
- Health Plans
- Pure Protection / Loan Cover Plans
- Retirement Plans
Benefits Derived
- Mediclaim Policies
- Personal Accident Cover
- Critical Care
Non Life Insurances (National Insurance and Other Private companies):
- Car Insurance
- Home Protection Policies including Jewel Cover
- Fire Insurance Policies
- Burglary Insurance Cover
- Workmen Compensation
- Office / Shop Keepers Policy
- Professional Indemnity
Investments:
- Mutual Funds (All Companies)
- Fixed Deposits (Govt, Manufacturing / Housing and Finance Companies)
- Tax Saving Bonds / Govt Of India ( RBI ) Savings Bonds / Infra Bonds
- Capital Gain Bonds (Income Tax Rebate u/s 54)
- Personal Financial Planning.
Benefits Derived:
- Seniors citizens get regular monthly, quarterly, half yearly direct credits for their peaceful old age life through highest safety rated companies through CRISIL, ICRA
- Alternate or add on investment for HNI by parking money in reputed organizations/RBI
- Add on tax saving tool through Infrastructure bonds
- Peace of mind of zero or low tax when selling property through right guidance on investment through capital gain bonds/new property.
- In addition to offline mode of Investments complete online portal is available for Mutual Fund, Life Insurance and other Investments.
Housing Loans (HDFC and LIC):
- Home loans for new/old houses purchases
- Mortgage loans-For Houses
- Home furnishing loans
- Land Loan for Approved Layouts
Benefits Derived:
- Get the competitive home loan in the market with faster process, low fee
- Unlock your money for your business purpose with mortgage loan
- Loans for furnishing homes with low rate of interest with long repayment years.
Income Tax:-
- Obtaining PAN
- Calculation of Advance tax payable on Quarterly Basis.
- Advice Clients for payment of Advance Tax.
- Preparation of Challans for Payment of Advance Tax.
- Preparation of Income Tax Returns, Tax Audits for Individuals.
- Appearing before statutory authorities for taxation related matters.
Online Services:
Mutual Fund Transactions:
- Subscription/Redemption/Switch
- Systematic Investment Plan (SIP)
- Systematic Withdrawal Plan (SWP)
- Systematic Transfer Plan (STP)
Benefits:
- Single consolidated view of investments done through multiple brokers / distributors
- Single Cheque / Demand draft/ Net banking / NEFT / RTGS / OTM for multiple investments
- Access to the platform for online transactions
- Single registration number on the platform
- Reduction in risk associated with paper
- Demat and Trading Account thru ICICI Securities:
The 3-in-1 trading account gives you the convenience of opening a demat, trading & bank account instantly. Trade in Shares,
Futures & Options, Currencies, invest in MF, IPOs and Life Insurance through seamless and secure 3-in-1 online trading account.
- Online Portfolio management through Secured Log in Website and Android at any time. User id and Password will
be provided to all customers free of cost.
We are a Certified Advisors from National Institute of Securities Markets under SEBI / AMFI regulations and a member
of MDRT for our continuous achievements on life insurance.
We provide personalized service and make it hassle free to our clients for their documentations and Premium payments.
We shall be pleased to serve you. Should you need more information or clarifications, please feel free to contact us.
Assuring you of our best services at all time and looking forward to have long-term relationship.
