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Investment

Mutual Fund	Equity	P2P Lending - Flexible Tenure
Equity Funds	Unlisted Shares	ANY TIME LIQUIDITY
Long Term Debt Funds	IPO	ULIP(Unit Linked Insurance Plan)
Hybrid Fund	Listed Shares	Equity
Solution Oriented	Future & Options	Debt
ETF (Exchange Traded Funds)	Algo Trading	Liquid
Index funds	P2P lending - Fixed Tenure	Hybrid
Fixed Maturity Plans	3 Months	ETF
Bonds	6 Months	Index
SGB (Sovereign Gold Bonds)	12 months
Long-Term Bonds	2 Years
Government Bonds	3 Years

Investment + Life Insurance

ULIP (Unit Linked Insurance Plans)	ULIP	Defferred Annuity
5 Years Regular Premium	Equity(very high risk)	Variable Annuity
7 Years Regular Premium	Debt Funds	Immediate
10 Years Regular Premium	Balanced Fund	Fixed Annuity
Beyond 10 Years Regular Premium	Pension Plan
One - Time Payment	Annuity Plan

Savings

Mutual Fund	P2P Lending	6 Months
Debt (Short Term)	Flexible Tenure	12 Months
Liquid	3 Months	18 Months
Arbitrage	6 Months	24 Months
Debt-Oriented Hybrid Fund	12 Months	36 Months
Bonds	18 Months	48 Months
Short-Term Bonds	Corporate FD'S	60 Months
Government Bonds	3 Months

Saving With Life Insuranse

Traditional Insurance Plans	Guaranteed Return Insurance Plan	Income Option
Money Back Policy	Long - Term Plan
Endownment Policy	Immediate Plan

Life Insurance

Term Insurance	Income Option	Wealth Creation With Insurance
Whole Life Insurance	Life Critical Insurance	Group Loan Protection Plan (SBI)
Limited Term Life Insurance	ULIPS	Term Insurance Riders
Term Insurance With Return Of Premium	Traditional Insurance Plan	Protect Insurance
Accidental Riders	Endownment Plan	Critical Illness Care
Combo With Health Insurance	Child Plan	Accidental Death Care
Protection Plan	Health Plan	Permanent Disability Waivers
Life Protection	Corona Protection Plan	Total Permanent Disability

Life Insurance + Health Insurance

LIFE INSURANCE + HEALTH INSURANCE

Health Insurance

Individual	Heart Disease	Other Special Insurance
Family (individual)	Critical Illness	Travel Insurance
Family Floater	Personal Accident Insurance	Senior Citizen Plan
Group Health Insurance	Family	Corona Kavach Plans
Cancer Care	Individual	Women Care Plans
Diabetes	Group Personal Accident Insurance	Top - Up Health Insurance

Retirement Solution

Retirement Funds (Mutual Fund Product)	Pention Plans	SIP + SWP Combo Plan
Retirement Plans(Life Insurance Product)

Children's Education/Marriage

Children's Benefit Plan(Mutual Fund)

Children's Life Insurance Plan (With A Waiver Of Premium And Income Option)

Equity Investment

Unlisted Shares	Share Trading	Future Option
Direct Equity	Algo Trading

Tax Saving

Mutual Fund (Tax Fund)	NPS	Life + Corona
Term Plan	Combo Plan
Health Insurance	Life + Health (Critical Illness)

General Insurance Solution

Motor Insurance	Marine Insurance	Group Health Insurance
Travel Insurance	Group Personal Accident Insurance	Liability Insurance
Home Insurance	Workmen Insurance	Contractor All Risk Insurance
Shopkeeper Insurance	Fire Insurance	Loss Of Profit Insurance
Personal Accident Insurance	Plate Glass Insurance	Professional Indemnity Insurance

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Investment Idea
- Investment Only
  - Mutual Funds
  - Bond

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2022-08-08

About Swaraj

Founded in 2004, Swaraj Finpro Private Limited Management formerly Swaraj Wealth Management Pvt. Ltd is a proven financial solution provider who has redefined the way people used to invest and save.

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Head Office:1st Floor, Kashi Tower,

Ekta Chowk, Vijay Nagar,

Jabalpur, Madhya Pradesh – 482002.

Telephone:+91-99930-25625,

(0761)407-8625

Email-swarajfinpro@gmail.com

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