Secure the Future of Your Family Don't let the uncertainty of Times derail your loved ones dreams & goals.
Life Insurance
Life Insurance insurance has often been one of the least understood tools in the financial planning process of individuals. While the importance of insurance has certainly increased over the years, people still do not consider it as one of the top priority products that they should have in their portfolio when they are working on their personal finances.
Importance of Life Insurance and Health Insurance
The sole purpose of an insurance plan is to mitigate risk and offer you financial support under any unanticipated situation. Both life insurance and health insurance policies are saviors under any unexpected contingencies. Life insurance policies offer security and financial assistance to your family members in the case of your sudden demise. On the other hand, health insurance policies protect you financially under any medical emergency. You can escape neither from health expenses nor death; hence, everyone should include a health and life insurance plan in his/her financial portfolio. Let’s take a look at the difference between life insurance and health insurance without wasting time.
Term Plan
Anyone with financial dependents should buy a Term Insurance Policy. This includes married couples, parents, business people and self-employed, SIP investors, young professionals with dependent parents. Along with added advantage of Tax exemption u/s 80 (C).
Health Insurance
Even the healthiest of individuals can fall sick without warning and require expensive medical treatments. In such a scenario, being financially unprepared to tackle the costs of the necessary medical procedures is not an option. This is where comprehensive health insurance plans come into play, to ensure the financial comfort of your family and you. Here is an in-depth look at this handy financial tool that has helped many individuals heave a sigh of relief in their hour of need.
Savings Plan
Savings Plan are essentially a form of life insurance plans that offer individuals an opportunity to save, invest and accumulate funds to meet their needs in the future. They are designed in a way that helps policyholders develop a regular saving habit and enjoy significant returns at a time when they might need it most. The right saving plans, with flexible features they offer for each individual’s specific requirement, can often prove to be some of the best investment plans in India. Moreover, saving plans offer insurance coverage which helps you safeguard your family’s financial future even in your absence.
Here’s How It Works
Initial Discussion
We give you more clarity on how exactly we can help you and understand you and your financial goals better.
Plan Formulation
We assimilate the information provided by you through a data collection docket to create a personalised financial plan.
Plan Presentation
We give you a detailed explanation of your plan and answer any queries or doubts you may have.
Implementation
Implementing the plan and making adjustments and changes as and when necessary.
Maintenance & Review
We monitor your portfolio and provide insightful monthly, quarterly, and annual reports about the things that really matter.
Designing an optimal investment strategy to help manage your wealth.