We Help You Ace the

Journey of

WEALTH
CREATION

Mr. xyz
Financial Advisor

Email: xyz@info.com
Mobile No.: +91 1234567891 Website: www.xyzabcd.com
 Prole
I am Abc, founder of XYZ Investment services. The world of investing is very complex
and requires detailed planning and careful execution for success. With our expert edge
spanning two decades we can help you choose the best investments to achieve your
medium and long term goals in a hassle-free manner. We offer customized investment
solutions for retirement planning, planning for child's education/ marriage as well as
financial protection against any unforeseen events etc.
We have a team of well-trained and courteous staff who are well equipped to manage and
service all your investment requirements at one place.

Mission
Our mission is empower you with the best investment practices and help you make
informed investing decisions

Achievements
Our success is solely due to our customers who have
placed their trust in us. Our client base of over 1400
clients have made sure that we keep giving best
results.

Some of our achievements are

• Prestigious “MDRT – USA Award winner” 2018.

• Awarded with “Shatakveer” from last 6 years &

“Double Shatakveer” for last 2

• Year from Life Insurance Corporation of India

• Awarded with Prestigious “Corporate Trophy” from

last 06 years

• Awarded with Prestigious “Champions Trophy” from

last 03 years

• Awarded with Prestigious “Various 65 plus

Trophies” from Life Insurance Corporation of India

Mobile No.: +91 1234567891 Email: xyz@info.com

 Services

Retirement solution Wealth Creation Planning Education plans for your childre

Family Financial Creation of Tax-free

Virtual Property Creation Protection Planning Asset with Regular Income

Our Investment Partners

Investment Partners Investment Partners Investment Partners Investment Partners

1 2 3 4

ASSET ALLOCATION
Safe Portfolio Medium Risk Portfolio Risk Portfolio

Asset Allocation Parameters

SAFE PORTFOLIO:
5-6% guarantee Returns Tax Free Returns
100% Capital Protection

MEDIUM RISK PORTFOLIO:

10-12 % Returns Tax Free or Taxable Returns
Partly Capital Protection

RISK PORTFOLIO:
15-18% Returns Taxable Returns
No Capital Protection

Mobile No.: +91 1234567891 Email: xyz@info.com

 TESTIMONIALS

ABCD XYZ
Your service and assistance in obtaining my life
insurance policy has been
outstanding in every aspect

ABCD XYZ
I appreciate your help for getting me this insurance
policy. You were very professional and seem very honest.
Thanks again for your help

ABCD XYZ
Thank you very much for your services. I felt like I got
the personal attention and expertise
necessary to get the best life insurance policy for my
husband and myself at the very best rates. You were
always helpful, courteous, and knowledgeable, and always
responded to my phone calls and emails promptly

ABCD XYZ
I appreciate your help for getting me this insurance
policy. You were very professional and seem very honest.
Thanks again for your help

YOUR ADDRESS
Website: www.xyzabcd.com

Mobile No.: +91 1234567891 Email: xyz@info.com