Sanjeev Patil's, Smaart Finserve

We help clients to build Strong Financial Foundation. We follow the process of Identifying, Valuin

Photos from Sanjeev Patil's, Smaart Finserve's post 16/02/2022

Today conducted a seminar in one of the reputed school in Bardez Taluka.
Topic Covered:
A. Asset Allocation.
B. The Financial Planning Thumb Rule.
C. Structure of Financial Planning (Financial Pyramid).

16/07/2021

Business Insurance - Need of the hour.

21/06/2021

Dear FB Friends my job is to find Gold Mine in Graveyards.

Expecting your kind Thoughts/Suggetions

Comingout with a small clip on this

04/06/2021

हर चीज 'परिस्थिति' के आधार पर अच्छी या खराब लगती है।

जो स्कूल की घंटी सुबह 8:00 बजे अच्छी नहीं लगती, वही दोपहर 2:00 बजे मधुर प्रतीत होती है।

इसी प्रकार #स्वास्थ्य_बीमा सामान्य परिस्थिति में अच्छा प्रतीत नहीं होता,
लेकिन जब अस्पताल में बिलों का भुगतान इससे हो जाता है, तब यही अच्छा लगता है।

मुझे पूरा भरोसा है कि आपने स्वास्थ्य बीमा लिया है। आप समझदार हैं।।

अपने #सर्वश्रेष्ठ मित्र का नाम मुझे भेजें जिन्होंने अभी तक अपने परिवार के लिए स्वास्थ्य बीमा नहीं लिया हो।।

अगर बात बीमा की हो तो बात की हो

www.sanjeevpatil.com

29/05/2021

Dear Sir/Madam,

Greetings of the Day!!

I hope you and your dear ones are safe and sound.

You are invited for this Press Conference.

Stay Safe & Take Care.

Regards,

Sanjeev Patil.

https://www.youtube.com/watch?v=De3fDpDRo8Y

Welcome to www.sanjeevpatil.com 18/05/2021

Why is Nifty and Market in general going up in Covid 🦠 scenario ?

In general, people are thinking all businesses are affected due to covid and all companies will be facing loss.

But in reality, what is happening?

Will go by sectorwise.

Pharma 💉💊
After covid, Pharma sector got huge benefit, that need not to be explained. Everyone can understand by themselves

IT sector 💿🖥💻
IT sector are doing very good because of very less expense due to work from home. All the projects are getting completed without any issue. New projects involving Cloud Technologies and Remote Working Technical are being executed for a lot of domestic companies which are planning to take a tactical shift in that direction. Companies started making huge profits.

FMCG 🍔🍟🍕🥪🍜
All FMCG products are countinued to sell in big volume especially during lockdown period. This sector is not affected by covid at all. Infact, more sales in santizing products.

Metal ⛓⚒🛠🔧
Gold & Silver: You know what happened. Any crisis, gold price will shoot up. All companies which dealing with gold got benefited.
Steel, copper and alloy:
Immediately after lockdown, every where sudden demand in raw metal requirements which leads to price increase. Now on the back of Global Metal prices, most of the metals and minerals are trading in life time high.

Auto sector 🚗🛵🏍
After lockdown, people realised that the travelling in public may lead to virus spread. People who can afford where buying car, bike, etc. Automobile got sudden spike in demand. All industries related to automobile got benefited.

Oil and Gas 🗯🆖
During lockdown, crude price crashed and all oil and gas companies stored as much as possible. But we have not seen any petroleum products price cheaper. Eg. Petrol, diesol etc. Infact, we are paying more than precovid price.

Financial 💰💶💵💷💴
Financial companies are got effected only because of increasing NPA. But once the companies started recovering the initial loss and making profit, things will be settled down.

Telecom 📱📞☎️
After covid, all school, office activities are happening using mobile, internet etc. Which leads telecom to perform better.

Power and engineering ⚙🔩
During lockdown, especially engineering sectors got affected and now things are getting better.

Amusement and entertainment 🎳🎯🎬
Most affected sector is amusement parks and theatres. It will be affected till improvement in covid scenario. But it does not have any meaningful representation in Nifty.

Conclusion:
Most corporate companies are doing well even after covid. Infact, lot of companies got benefited with reduction in operating costs also like cost of travelling between cities are now being saved by a webex meet and likewise.

Most affected - common people, MSMEs, street vendors and daily wages.
Now you may be convinced why Nifty is trading near all time high. And hence there is a disconnect between Real Economy and Stock Markets.

Get Vaccinated Asap, Stay Safe Stay Blessed.

Regards,
Sanjeev Patil.
CLIA/AMFI/MDRT(USA)
Life Insurance, Mutual Funds, Health & Vehicle Insurance.
9822160082

www.sanjeevpatil.com
[email protected]

We also Recruit,Train and Mentor Financial Advisors

Welcome to www.sanjeevpatil.com

Welcome to www.sanjeevpatil.com 17/05/2021

Tauktae Cyclone 🌀

If any claim reported in Fire Insurance, please follow the instructions:

1. Intimate the claim to the Insurer/Insurance Company on email given on policy.

2. Ask customer to take photographs or shoot the damage on mobile.

3. Try to minimize the losses by saving undamage item and move them to safer place.

4. Damage item to keep seperately till surveyor visit the loss location.

5. If possible, wait till surveyor arrived to the damage place or talk to surveyor and with his permissions, if possible on email, clean the damage place.

5. Do not destroyed the damage item without written permission from surveyor.

6. For further course of action, talk to surveyor and wait for his instructions regarding claim process.

For more details, you may talk to your Insurance Agent

Get Vaccinated asap, Stay safe stay Blessed.

Regards,
Sanjeev Patil
CLIA/AMFI/MDRT(USA)

www.sanjeevpatil.com
[email protected]

We also Recruit,Train and Mentor Financial Advisors

Welcome to www.sanjeevpatil.com

13/05/2021

9013151515 - save this number in your phone and go to Whatsapp using the same number..enter your *pincode* then submit...you will come to know the current *vaccination* slots
It's really very useful it's for all over India.

04/08/2020

Best Savings Account with LIC

22/07/2020

Word L"IF"E starts with Letter L & ends with Letter E.
But "IF" i.e. Kintu / Parantu plays crucial role in our life.

We at "Smaart Finserve" takes care of that "IF" Kintu / Parantu.

Stay Blessed

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Telephone

Address

#203, IInd Floor, Shiv Towers, Patto
Panjim
403001

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 6pm
Saturday 9:30am - 6pm

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