Save and invest for your long term retirement
We are committed to providing our clients with personalized investment solutions that are tailored to their unique financial goals and objectives.
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You earn 12 lacks salary every year
The salary you earn from your job of business.
₹10,26,000/-
The available balance in your account maintained
2lakh invested every 5 years
and earned 1Lakh every year for a lifetime
We’re here because more people across the economic spectrum deserve more secure and rewarding lives.
Jeevan Utsav
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Aarogya
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2cr Term
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Insurance
Why is insurance important?
Unfortunate events like accidents, illnesses, and natural disasters come without any warning and thus it is necessary for you to keep yourself and your loved ones shielded against such unforeseen happenings. One of the best and simplest ways of keeping yourself secured against these contingent events which may cause a financial loss is buying an insurance policy.
How to make a claim in insurance?
There are two ways in which you can make a claim:
Cashless claims: Get in touch with your insurer and inform them about your claim. Depending on the type of insurance (motor/health), the insurer will guide you about the cashless claim settlement process. In case of motor insurance, the insurer shares the details of a nearby cashless workshop if available and you just have to pay your part of the liability to get your car/bike repaired. In case of health insurance, you can get in touch with your TPA (Third Party Administrator) help desk at the time of hospitalization for a cashless claim.Reimbursement claim:In case of unavailability of a cashless facility, you need to make a reimbursement claim. In case of motor insurance, you need to pay the entire claim amount up front (after informing the insurer of the claim) and get it reimbursed from the insurer after the repair of your car/bike. In case of health insurance, you need to pay the entire bill amount to the hospital (after informing the insurer) and get it reimbursed from the insurer post discharge from hospital.
What is Life Insurance ?
Life insurance is an insurance cover which provides a sum assured to the family of the assured in the event of sudden death. The plan also offers a survival benefit to the assured if he/she survives the policy term.
Which is the best life insurance plan?
Different life insurance plans have different features and advantages. Thus, the definition of the best plan varies from individual to individual. The best life insurance plan is the one which best meets your requirements and budget. However, among all the different types of life insurance plans, the most preferred type of life insurance plan is Term Insurance Plan because it provides high coverage at nominal premium.
How should I invest my future money?
To invest your future money, it is essential to have a fair knowledge about your financial goals, if they are short term or long term, current and future expenses, number of dependents, etc. it will help you determine which type of investment plan is best for you.
Which is the best short-term investment option?
There are several short-term investment options in India. One of the best options is ULIPs. Others include savings accounts, fixed deposits, Equity Linked Saving Scheme (ELSS), recurring deposits (RD), mutual funds, and money back plans. Recurring deposit is considered to be the best choice if you want to invest for one year. This is because it requires you to pay money on a monthly basis and provides you interest on the money invested. To invest for more than 1 year, equity mutual funds and fixed maturity plans are suited best. This is because these plans offer high returns as well as are more tax efficient than other options.
Want to discuss more?
Let’s meet & discuss the plans that you need, book a free consultation meeting with us & get the best insurance plan for you.
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