Insurance Planning

We look at Insurance as a key Risk Management tool to secure the lives and health of Individuals and their families.

To us Insurance is not Investments. So we assess Individuals need to cover his risk to life through appropriate amount of Risk Coverage or Sum Insured. We believe more than Investments, securing lives through appropriate amount of Risk cover goes a long way in helping the families secure their financial future .

We offer Health Insurance solutions through proper counselling on need to appropriate amount of Health Insurance cover.

We are unbiased toward any Insurance products or companies and provide above solutions in the best interest of our clients

"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."

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