“AMFI-registered Mutual Fund Distributor, SIF Distributor, PMS Distributor & AIF Distributor ”
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind.
If you have existing insurance arrangements, it is important to realise that both over-insuring and under-insuring can be costly. Your authorised planner will review these arrangements and ensure that you are appropriately & adequately Insured.
The lost earnings can be experienced with the death, disability, estate settlement costs and its clear impact is seen on the financial well being. By seeking the insurance planning assistance one can receive extensive relief in one’s overall financial status. Planning for covering all possible risks through insurance always turns out to be fruitful as well as satisfactory for each one of us.
Instead of considering insurance planning as an absolute tool towards the overall financial planning, we misunderstand it by Calling an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of absolute peace of mind through an effective insurance planning technique.
You must be thinking how insurance planning is associated with financial planning? But the fact is that where financial planning is a way of formalizing goals over time and creating a path to accomplish the benefits, the relevance of insurance planning cannot be left behind. As insurance planning assists in protecting you from adverse financial crises or losses which come across towards your wealth management.
Life insurance is important for business owners because it can help protect the business from financial loss, liabilities or instability in the case of an owner or business partner's death.
At DR Investment Services Health Insurance, we help you accomplish your dreams, while you partner us in making this venture a success.
The purpose of life insurance is to cover the risk of early death and the purpose of Health Insurance is to act as a cushion against hospitalisation expenses.
The conversation about life insurance for a child can lead to a flood of emotions. That is the very reason it is so important to provide for this in your financial plans.
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DR Investment Services LLP
AMFI Registered Mutual Fund Distributor & SIF Distributor: ARN-250664
Initial ARN Registration: 08-Aug-2022
MF ARN Validity: 08-Aug-2025 to 07-Aug-2028
SIF Distribution Validity: 22-Mar-2025 to 17-Mar-2028
APMI Registered PMS Distributor:
APRN-05326 · Validity: 30-Sep-2023 to 29-Sep-2026
AIF distributors
LLPIN: ABB-0675
GSTIN: 24AATFD8082E1Z6
Grievance Officer- Mr. Rahul Desai, Designated Partner | +91 98257 23805 | drinvestmentservices@gmail.com
Complaints acknowledged within 3 working days and resolved within 15 working days · Escalation: Concerned AMC / RTA → SEBI SCORES: https://scores.sebi.gov.in/ → SMART ODR: https://smartodr.in/
Services: Distribution of Mutual Funds & Specialised Investment Funds (SIF), and distribution of PMS and AIF products, execution services with incidental advice. Transaction Platforms: NSE MF Invest Platform (For MF & SIF) · MF Utilities (MFU). We distribute Regular Plans only, Direct Plans, with a lower expense ratio and no distributor commission, are available directly from AMCs.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. SIF strategies carry higher risk. PMS and AIF products carry no assured or guaranteed returns and may be illiquid, past performance is not indicative of future results. We do not assure, guarantee or indicate returns, illustrations, if any, assume growth not exceeding 12% p.a. per AMFI Best Practices Guidelines. We are not a SEBI-registered Investment Adviser.
Contact Us Phone : +91 98257 23805 | Email : drinvestmentservices@gmail.com
Address: DR Investment Services LLP Shop No 104 Mahavir Complex, Udwada R S, Pardi, Rentlav, Valsad, Gujarat - 396185