Our Services

Product Analysis​

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Frequently, we come across Insurance and Investment products being deceptively sold. These products are marketed ambiguously resulting in financial losses and depriving desired results. We undertake due diligence, product appraisal and review the Product and Pricing and then recommend solutions with the existing structure.

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Value-Based Analysis​

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It’s an advisory firm and does not imply an intention to sell, but to engage, assess, understand and then address the requirements in a fair and just manner. We advise about adequacy in selecting appropriate Insurance product options, providing comparative of cost vs benefit of key variables or all variables involved. This simplifies savings and value It is to identify the requirement and make the client aware of different Life Cycle Needs and then allocate funds in a different asset class with a systematic approach to achieve the objective.

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Blended Products​: Insurance & Investments

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Insurance, Investments & Structured Products: To cater to multiple objectives, there is a need to mix and match different product categories and blend together. Where needed. Multiple requirements of clients are taken care of by providing combinations of products. This is also applied to reduce the premium outgo and instalments without compromising with actual requirements.

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Product Customization​

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We customize products to suit the client's requirements and needs in various categories of Life and Non Life Products after due deliberations.

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Claim Handling​​

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The different types of claims are:

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• Maturity Claims (Life)

• Reimbursement Claims (Non-Life)

• Death Claims (Life)

• Critical Illness Claims (Life/Non-Life)

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We provide technical support and all assistance in examining, evaluating, quantifying and settling the claims.

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Post Sale Services​

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Other than regular services provided we take extreme pride in maintaining and updating client confidential records on a continuous basis. Timely valuation reports of Investments in a discreet manner. The uphill task of monitoring and manoeuvring the Investment portfolio in the most prudent and efficient manner is being undertaken on behalf of the clients.