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solutions for individuals, families and huf

unique needs
personalized solutions
simplified decisions

Health Insurance

Comprehensive health cover tailored to protect you & your family against medical uncertainties and unexpected financial burden.

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Life Insurance

Secure your loved ones’ future with reliable and sufficient life insurance coverage. Plan today for their worry-free tomorrow.

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Investments

Goal-based investment plans personalized to your needs. Pleanty of options right from diversified mutual funds to National Pension Scheme (NPS).

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Guaranteed Income

Balance your investment portfolio with Guaranteed Income plan coupled with TAX-FREE wealth creation options.

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Medicines and Pills

health insurance

Secure your health and peace of mind with a plan that truly works for you. Picking the right health insurance requires careful analysis of many key details such as coverage, exclusions, waiting periods, and claim processes. A well-informed decision ensures you get comprehensive protection without unexpected financial burdens. By comparing policy benefits, network hospitals, and premium costs, you can select a plan that best suits your medical needs and budget.

Company Background

Base Cover Amount

Inflation Protection

Premium Cost

No Co-Payment

Claim Settlement Ratios

Compliants Volumes

Various Limits

Waiting Periods

Exclusions

Network Hospitals

Unlimited Refills

Non-Medical Expenses

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Life insurance

A must-have safety net that financially protects your family in your absence. It ensures they remain financially fit by covering expenses such as daily living costs, outstanding loans, and future goals like education or retirement. Beyond security, life insurance offers peace of mind, knowing that your family will be taken care of no matter what. Investing in the right policy today guarantees a stable and worry-free future for those who matter most.

Company Stability

Sum Assured Amount

Policy Type & Term

Premium Costs

Claim Settlement Ratios

Claim Settlement Value

 Availability of Riders

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Personal Accident Insurance

Provides additional financial protection against accidents, covering medical expenses, disability, and loss of income of the insured person.

Critical illness Insurance

Covering major illnesses like cancer, heart disease, and stroke. Helps manage high medical costs and lost income during challenging times.

Doing Jigsaw Puzzle

Investments

Like a jigsaw puzzle, where every piece must fit perfectly to complete the picture, your investment strategy should be tailored to match your unique financial goals, risk appetite, and timeline. A one-size-fits-all approach doesn’t work — each component, from mutual funds to insurance, should be carefully placed to create a secure and prosperous financial future. With personalized investment solutions, every piece aligns to build the bigger picture of your wealth and success!

Liquid &

Debt Funds

Short to medium term investment options offering high liquidity and stable returns, ideal for parking surplus cash. Investments in fixed-income securities, providing returns with capital preservation.

Equity Funds

For long term capital growth. Investment primarily in stocks. Offer high return potential but come with market-related risks, making them ideal for wealth creation over longer time.

 

Hybrid Funds

A balanced investment approach by diversifying across equities and debt, combining growth potential with stability. Ideal for moderate risk with a mix of capital appreciation and steady growth.

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National Pension Scheme

A government-backed retirement investment plan that offers TAX-FREE market-linked returns. It provides financial security post-retirement with flexible investment options and a mix of equity and debt exposure.

Guranteed income & combos

During volatile and bearish stock market phases, one would realise how important steady income is for financial planning. And if that comes as a TAX-FREE income, it is a cherry on a cake!

Guaranteed Income

Generates TAX-FREE guaranteed income periodically. Create a source of PASSIVE income that can take care of the basic necessities of your lifestyle. 

COMBO Solutions

Triple Bonanza! Lower risk, good returns and TAX-FREE wealth!! COMBO solution not only offers TAX-FREE guaranteed income but also can build financial corpus that is 100% TAX-FREE in the long run.

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