PROTECTING HEALTH , CREATING WEALTH , INSURING LIFE
You think about Insurance / Investment / Loans We will be there.
We don’t sell Life Insurance : We help you to Buy it.
The investment return that supports your financial plan is the amount earned after income and capital gains taxes, fees and the annual rate of inflation. We create and manage both tax-exempt and taxable portfolios with the after-tax result in mind.
In the next 8-10 years, the family should plan for the higher education of children. They should also plan for their marriage in the next 16-17 years. After 20 years, the retirement planning is also required. Let us do the Retirement Planning first and see how much amount is required after 20 years
A life insurance policy is a contract with an insurance company. In exchange for premium payments, the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries upon the insured's death.
Mutual Funds /IPO's / Govt Bonds and Tax Saving Instruments
The insurance, which usually protects the company as well, covers legal fees, settlements, and other costs. D&O insurance is the financial backing for a standard indemnification provision, which holds officers harmless for losses due to their role in the company.
Possessing a motor insurance can also provide protection from loss arising due to legal action and any Legal Liability that may arise due to accidental damages to surrounding property or people from the collision/accident of your vehicle.
Mediclaim policy is health insurance policy that offers health cover up to the sum insured in the case of an illness or accident leading to hospitalisation.
Burglary Insurance cover provides financial protection to the Insured as a result of loss or damage to its properties through theft or attempted.
Marine Cargo insurance is a class of property insurance that insures property while in transit against loss or damage arising from perils associated with the navigation of the sea or air and subsequent land and inland waterways
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This policy provides indemnity for expenses incurred for medical treatment for illness, disease contracted or injury sustained during overseas travel and which is primarily in the nature of an emergency and which is necessary to be undertaken immediately.
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Appropriate and sufficient financing for a company is crucially important for its long-term success. We advise you in choosing the appropriate type of financing