Your life is not just yours, but of your dear ones too. Take care of your loved ones, even after you are gone by insuring your life with a life insurance policy. Pick an option between a term insurance or a permanent insurance depending upon your goals. Term life insurance generally provides protection for a set period of time, while permanent insurance, such as whole and universal life, provides lifetime coverage.

Life is full of risks, in this risk taking life, everything that matters to you needs insurance. Right from your vehicle to your factories, offices, homes everything can practically be insured. This gives you a sense of assurance and confidence that things that are important to you are safeguarded. It is not just about materialistic things; we can also from your liabilities and your housing loans to make the burden of responsibilities a little easier on you.

A vehicle that ensures you invest the right way to achieve your financial goals, mutual funds pools the savings of investors and invests them in securities like stocks, bonds, short-term money market instruments and commodities such as precious metals. A typical year-end mutual funds account makes a distribution of capital gains or dividends. The rules around why distributions are made by the fund or how they are calculated can be confusing for many investors, that is where we step in to simply the distribution for you.

A formal intimation to the insurance company about receiving the sum assured is a claim. The insurance company reviews the validity of the claims and post that makes payment to the insured. Getting a claim settled can be a tedious task for one, but we make sure that we make it very smooth for you. Our knowledge of paper work and formalities make risk management easy for corporate & individuals.

Your body is the home you live and it needs insurance. Uncalled for accidents can happen anytime anywhere, be financially prepared to face them. Because it is not just you who suffers, but your entire family goes through the pain. Health insurance should be considered mandatory where in you also cover accidental insurance, get a critical illness cover and also disability coverage. While the emotional pain is at its peak, don’t let your family face financial pains too.

Succession planning is passing on the professional legacy to the next high-potential workers for advancement into key roles to make sure the business continues to run smoothly. The process ensures that business continues to operate efficiently without the presence of people who were holding key positions as they must have retired, resigned, etc. We can help you with the succession planning for you business so works unaffectedly in ones absence. Right from transfer of wealth to transferable and non-transferable assets we take care of everything.

‘Loan’ the word itself is so dreadful that it sends chills down the spine for many. However disliked the word is, the necessity of it is growing by every passing day. But, did you know not all loans are bad loans, some loans can also be classified as good loans. The good loans are the ones that get you benefit on tax and help you save interest. So the next time you have a loan on you, don’t get into the blind race of getting the debt off your head, instead give it sometime to understand how can you look at creating some wealth out of the same.

Being a parent needs a lot of planning, gone are the times when parents decided the future of the child at birth. The changing times have changed both - the approach of the parents and the academic options to choose from. In such a scenario, being financially planned has become compulsory to give your child the education of his/her choice. Your child’s success is directly dependent on his/her education and education to your finance. Plan your child’s success and education in a way, where you invest for just 10 years and the remaining 15 years of your child’s education is taken care. Don’t believe this is possible? Then it is time we catch up for a cup of tea to understand this better.