What We Offer

We have a strong work history with catering to different client needs and goals in the following areas

  • Mutual Funds

    Save tax and generate more wealth by choosing the right funds for your goals

  • Financial Planning

    Set your financial goals and create the right foundation to consistently work towards them.

  • Insurance planning

    Life and Health Insurance will secure what is most important to you - your health and your family’s future.

  • Stock Review

    Review your existing portfolio and learn how to leverage the most out of the financial markets.

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Insurance Planning

 

Health insurance products can be confusing to understand. One has to carefully go through the policy to understand exclusions, terms and conditions and the unsuspecting fine print. A claim may be rejected due simple overlook of the process. This results in a large number of cases generate disputes and some end up as complaints with the Insurance Ombudsman or consumer courts.

Let us figure it out for you and ensure you don’t fall for the tall claims, duplication and confusing fine print and help you select the most suitable products for your goals.

Stock Review

 

Health insurance products can be confusing to understand. One has to carefully go through the policy to understand exclusions, terms and conditions and the unsuspecting fine print. A claim may be rejected due simple overlook of the process. This results in a large number of cases generate disputes and some end up as complaints with the Insurance Ombudsman or consumer courts.

Let us figure it out for you and ensure you don’t fall for the tall claims, duplication and confusing fine print and help you select the most suitable products for your goals.