Investment & Insurance services
Get Fast and Flexible Solutions with Our Insurance Policies
Protect what matters with tailored, unbiased insurance advice. We start by mapping your real risks—life, health, motor, property, and business—then size the right sum insured and shortlist policies across multiple insurers. Our experts compare benefits, exclusions, and fine print (room-rent caps, waiting periods, deductibles, IDV, zero-dep/add-ons, liability and business interruption riders) so you don’t overpay or stay under-covered. We complete proposals/KYC accurately to avoid claim surprises, set up endorsements as your life or assets change, and stay with you at claim time with documentation and escalation support. From term and health to motor, shop/office, and SME packages, we align cover to your goals and cash flow—reviewed annually for a continuously fit policy portfolio.
- Right Cover, Right Price — Compare multiple insurers and benefits
- Claims Guidance — Documentation & escalation support
- Tailored Advice — Coverage aligned to your risk profile
- Annual Review — Adjust sums insured as life/assets change
How Our Insurance Advisory Works
Risk Profiling → Plan Comparison & Quotes → Proposal & Underwriting → Policy Issuance → Claims Support (when needed)
Risk Profiling & Sum Insured
Map life, health & asset risks; set adequate cover.
Compare & Issue Policy
Evaluate benefits/exclusions; complete proposal & KYC.
Claims Guidance
Checklist, documentation & liaison to speed outcomes.
