Insurance Plan

How does an insurance plan help me?

A good insurance plan helps you with both the cover and pricing:

  • Life insurance
  • Health insurance
  • Auto insurance
  • Home insurance

Our financial planner will build a customized plan that’s right for you.

Advantages of Insurance Planning

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.
insurance plans

Insurance Plan

Insurance Plan is a vital component of the Financial Plan.We advice our client on how to grow and protect their wealth.Different types of insurance protect you and your loved ones in different ways.To Know more about insurance Click here

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

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.

Day 1

On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.

Day 2

We will digitally submit the documents as per requisition list.

Day 6

Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.

Day 9

And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.