Insurance Plan

Insurance Plan – You will receive a customized insurance plan based on your current and future liabilities, risk factors, age, assets and coverage required.

The financial planner will undertake ““Insurance Planning” for individual clients relating to:

  1. Assets
  2. Liabilities
  3. Risk coverage
  4. Insurance pricing
  5. Other extraordinary liabilities.

Output: The financial planner will develop and deliver to you a customized insurance plan based on your current and future liabilities, risk factors, age, assets and coverage required.

Please note that the plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.
  4. And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.