Family 360º
Family 360º
The Family 360º service from Benzo is designed to provide comprehensive financial solutions for families, ensuring that every member’s financial needs are met with expert guidance and tailored services. Whether you're saving for your children’s education, planning for retirement, or securing your family's future, we offer holistic support to keep your family’s finances on track.
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Key Features of Family 360º:
Holistic Financial Planning:
Receive personalized financial advice that covers the needs of each family member, from children to parents. Whether it’s budgeting, saving, or investing, we offer customized solutions for your unique family situation.
Education Savings:
Plan ahead for your children’s education with our specialized education savings accounts. Enjoy tax advantages and ensure your kids have the financial support they need for higher education
Family Protection:
Safeguard your family’s future with life insurance, health coverage, and other protective financial products. We help you plan for the unexpected, providing peace of mind that your loved ones are secure.
Investment Solutions for Families:
Explore a range of investment opportunities that allow your family’s wealth to grow over time. From mutual funds to retirement plans, we offer products suited for long-term financial stability.
Retirement Planning:
Plan for a comfortable retirement with advice and solutions that fit your family’s goals. Our team can help you navigate retirement accounts and investment strategies to ensure you’re financially prepared for the future.
Why Choose Family 360º?
- Expert Guidance: Work with financial advisors who understand the complexities of family finances.
- Comprehensive Services: Access a wide range of banking, investment, and protection services all in one place.
- Tailored Solutions: Get personalized financial planning to suit your family’s specific needs and goals.
Required Documents for Application
Please upload the necessary documents to complete.
- PAN Card is Mandatory
- Completed Application Form
- Non Resident [Passpost, Visa, Social Security Number]
- Resident [Identification Documents, Social Security Card]
- Passport Size Photographs