Our Services
Financial Planning
Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Life Insurance
A life insurance policy is actually a contract with an insurance company. A lump sum amount is provided, in exchange for premium payments, known as the death benefits, to the nominees or beneficiaries upon the death of the insurer.
Health Insurance
Health insurance is an agreement whereby the insurance company agrees to undertake a guarantee of compensation for medical expenses in case the insured falls ill or meets with an accident which leads to hospitalization of the insured.
Mutual Funds
More & more people are learning about mutual funds as a means of investment. From putting one's money into fixed deposits or investing in real estate, people are becoming aware of mutual funds as a lucrative choice of savings & investments.
Retirement Planning
Without a cautious retirement strategy, there is a huge risk of outliving your savings which means after a certain time you won’t be able to maintain the desired lifestyle in your retirement years.
Child Education Planning
A Child Education Plan is a process of managing and planning your child’s future through an insurance plan that offers protection as well as an opportunity to guarantee a secure future for your child.
Personal Accidental Policy
However, you should buy a personal accident policy because it plugs an important hole in your insurance portfolio. Firstly, it will provide financial support to the policyholder if he is disabled after an accident.
General Insurance
General insurance policies, including automobile & homeowners policies, provide payments depending on the loss from a particular financial event. It is typically defined as any insurance that is not determined to be life insurance.
Employer Employee Insurance
The company on the lives of Employees purchases Life Insurance, which will provide money to their family members in event of their premature death and also makes provision for their old age.
Online Services
Online Services include a broad range of financial services accessed and delivered through digital channels, including payments and insurance Digital channels refers to the internet, mobiles, ATMs, POS.
