Services

We provide a wide range of services

How we can help you?

Our approach of 360° financial product solutions to clients puts us apart. We always strive to offer solution to clients as per their need than just selling products which helps clients to realize their goals in short term as well as long term. Need analysis(Identifying Goals, Preferences & Risk Appetite). Product Selection (Multiple choices for different asset classes). Accurate Execution (Providing an edge on execution)

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INSURANCE

Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss.

We cover almost all the types of insurance including Life Insurance, Term Life, Endowment Plans, ULIPS, Child Insurance, Whole Life Plan, Pension Plans.

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Health Insurance

Health insurance is an insurance policy that ensures that you get cashless treatment or expense reimbursement, in case you fall ill. A health insurance policy reimburses the insured for medical & surgical expenses arising from an illness or injury that leads to hospitalization.

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Vehicle Insurance

Vehicle insurance (also known as car insurance, motor insurance or auto insurance) is insurance for cars, trucks, motorcycles, and other road vehicles. Its primary use is to provide financial protection against physical damage or bodily injury resulting from traffic collisions and against liability that could also arise from incidents in a vehicle.

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Mutual Funds

Mutual Funds are among the hottest favorites with all types of investors. Investing in mutual funds ranks among one of the preferred ways of creating wealth over the long term. In fact, mutual funds represent the hands-off approach to entering the equity market. There are a wide variety of mutual funds that are viable investment avenues to meet a wide variety of financial goals.

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LOAN

In finance, a loan is the lending of money by one or more individuals, organizations, or other entities to other individuals, organizations etc. The recipient (i.e. the borrower) incurs a debt, and is usually liable to pay interest on that debt until it is repaid, and also to repay the principal amount borrowed.

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