What is the "3 S" Financial Plan ?

EF has always been at the forefront of new initiatives for its clients. We saw a big gap in
the area of a Complete Financial Plan for investors.

Thus was born, the 3 – ‘S’ Plan

- Swasthya (Health)
- Sampatti (Wealth)
- Suraksha (Security)

 

Click to Know More About Swathya Insurance Planning Sampatti Investment Planning Cash Flow Planning Suraksha Tax Planning Retirement Planning Children's Future Planning

What does the "3 S" Financial Plan offer ?

EF offers multiple products under one roof. A complete plan MUST include not just his
investments, but also provide a risk cover for his Health, Assets and Life.

- SWASTHYA (HEALTH)

- Medical Insurance schemes

- SAMPATTI (WEALTH)

- Mutual Fund SIP's & STP’s in select funds for WEALTH ACCUMULATION
- Mutual Fund Monthly Income Plans (MIP's) for Regular Income
- Fixed Deposits of Good Companies for fixed, regular returns
- Highest NAV Guarantee Products
- Pension Plans (ULIP)
- Children's Plans
- Investing in Equity through NSE & BSE

- SURAKSHA (SECURITY)

- Term Insurance Plans
- Whole Life Insurance Plans
- Endowment Plans (Non-ULIP)
- Non-Medical ULIP’s
- Personal Accident Insurance Plans
- Householders Insurance Policy

Please fill in your details and we will contact you within 24 hrs

Name Cell no. Email id Please Wait .. Request Processing