As an independent insurance agency, we seek to offer our clients the most protection for the least amount of cost while protecting them from critical financial risks. We offer traditional as well as non traditional policies which covers risk and saving part to provide financial freedom to our clients. We do not charge separate (or additional fees) for these products.
Since we get paid directly from the underlying insurance carriers, we do not charge any fees or commissions to our clients for any insurance product recommendations. Insurance planning is critical component of financial plan which evaluates risk involved and coverage required.
Understanding and mitigating risks is not just about preparing for the worst but also about optimizing your financial strategies. Our risk and insurance planning services encompass a broad spectrum, ranging from safeguarding your health and life to protecting your assets and business interests.
Our dedicated team of professionals is committed to helping you navigate the complex landscape of risks and insurance. We work closely with you to assess your unique risks, whether they are related to health, life, property, liability, or business. With this in-depth analysis, we create a personalized risk management and insurance plan that aligns with your financial goals and risk tolerance.
Contact us today to schedule a consultation and take the first step toward a more secure financial future.
Whether you’re seeking clarity about our products, services, or policies, you’re likely to find the information you need right here. Explore the questions and answers below to enhance your understanding of our offerings.
First, it’s more than just an acronym. Unlike some designations that are worth little more than the paper they’re printed on, the CFP ® (CERTIFIED FINANCIAL PLANNER™) designation is one of the most esteemed financial certificates around. Each CFP ® is held to an extremely high standard and requires an immense amount of work. Typically nine months to two years of study. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.
Yes , We help you reduce tax burden, plan for future taxes and also promptly file your taxes. Our In-house C.A specializes in helping service professional save on taxes and plan efficiently.
We don’t directly or indirectly hold your money in our accounts, we just help you to enable the transactions. We guide you to invest your money in various financial products according to your life goals. We provide a platform, where you will have the benefits to access to your investment accounts. We regularly mail statements to our client for utmost transparency.
We serve people from private service background. We specialize in advising IT professionals and their families as we have in depth clarity about their life stages and financial cycles. Anyone with an annual household income of more than Rs. 10,00,000 (both spouses combined) can opt for our services.
Annuities
A series of guaranteed payments at equal intervals
Life
A lump-sum payment to beneficiaries upon the insured's death
Long Term Care
Covers the cost of medical care for chronic medical condition, a disability or a disorder
Long Term Disability
Protects an employee from loss of income due to illness, injury, or accident