Life Insurance
We specialize in recommending the best suited life insurance plan. Our aim is to have infusion of cash to the family or business, when they need it the most.
Health Insurance
We suggest Health Insurance plans that not only offers financial coverage in case of a medical/ accidental emergency but is best fit per your lifestyle, working environment and health condition.
Retirement Planning
We create customized plan for your golden years. Our aim is to enhance the quality of your retirement and you always remain the GIVER in the family.
Kid’s Education
We pay special attention in providing the best investment avenues that takes care of your kids’ education. Our goal is to ensure that your child gets the best education.
Mutual Funds
Our recommendations are based on completed understanding of the risk ratios, ensuring you have the right funds for your goals.
Tax Planning
We identify your current tax exposure, analyse your financial situation and recommend ways to ensure tax efficiency.
Income Protection
We specialize in recommending the right income protection plans for you. Ensuring your hard-earned income and investments are not diluted.
Travel Insurance
We suggest plans which offer compensation for losses – personal /medical and delays and cancellations of flights during your travel within India or internationally.
NPS
We set up National Pension Scheme (NPS) account for clients and suggest the funds to invest in, post assessing your risk appetite
PMS
Portfolio Management Services (PMS), is an investment portfolio in stocks and other financial instruments, tailored to meet your specific investment objectives.
Bonds
Bond is a fixed income instrument representing loan made by an investor to a borrower. We assist in buying bonds issued by Government or corporate.
Estate Planning
Estate planning is all about protecting your loved ones interest, by transferring assets to heirs with an eye toward creating the smallest possible tax burden for them.
Vehicle Insurance
Assist in vehicle insurance to cover- damages to third parties as a result of accidental death, bodily injury or damage to property.
Property Insurance
Assist in identifying best options to have insurance for homeowners, renters, flood, and earthquake etc.
Liability Insurance
We assist in recommending policies that offers protection to businesses and individuals from risk that they may be held legally.
Other Schemes
We suggest other small saving schemes which are available and best suited for your need.