Services
Get in touch with us for:
- Investing in Mutual Funds
- Purchasing of Life and Health Insurance Policies
- Tax Planning
- Dispute resolution in case of claim rejections in life and health insurance
Our goal is to help you achieve your financial goals
Mutual Fund
We assist you in identifying and investing in mutual funds based on your risk profile and time horizon. Each portfolio is customized to serve your financial goals like Children higher education, Retirement corpus, Marriage, House Purchase or Construction, etc. We will not recommend you to invest in any fund where we wouldn’t have invested ourselves. *** Investment in Securities markets/ Mutual Funds are subject to market risks, read all the related documents carefully before investing***
Term Insurance
We help you determine the ideal insurance coverage to support your family in your absence and guide you in selecting the right term insurance policy, without overwhelming you with unnecessary options. Beyond the purchase, we'll also assist your family with the claim process when needed. Your family's protection is our highest priority.
Health Insurance
We help you identify the right health insurance policy for you and your family, ensuring the best possible protection during times of medical need. We’re also here to support you through the claim process.
Tax Planning
Only death and tax are certain in life. While planning for different life goals of an individual, we need to look at the tax component of the investment planning and choose the tax efficient investment products. We also provide assistance to individuals to reap the benefits of the provisions made available by the Income tax authority and assist in yearly tax filing by engaging the services of the professionals.
Insurance Claim Rejection Resolution
In the event of a genuine claim rejection for either life or health insurance, we will come to your rescue. Our experienced team will review the situation and collaborate with you and relevant authorities to resolve the dispute and assist in getting your claim processed.
Revenue Structure
We strive to provide an unbiased advise when it comes to advising on Investment products. We recommend regular mutual funds which provides us trail commission for providing our service to the clients. Similarly we receive commissions for Life and Health Insurance Products.
Equity Mutual Funds – 0.5 to 1.2% per annum trail commission based on the funds
Debt Mutual Funds – 0.25% to 0.6% per annum trail commission based on the funds
Hybrid Mutual Funds – 0.25% to 0.9% per annum trail commission based on the funds
Term Insurance – 20% of premium in the first year and 3.5% from second year onwards.
Health Insurance – 15% of premium on an yearly basis.