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.

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.

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