REACHING OUT
No two humans are alike; so aren’t their needs. In the volatile times that we live in today, why shouldn’t generalised insurance solutions then replace personalised solutions – tailor-made as per specific individual needs? Keeping this in mind, we offer one-on-one customer interactions and support with an empathic approach and lifetime solutions through our range of insurance products.
Services/Products at a Glance
- Crisis Protection
- Wealth Creation
- Retirement Plan
- Life Insurance
- Saving & Tax Benefits
DECODING CLAIM GAME
The biggest pain for customers is claim settlement, which is a tedious and cumbersome process. From the right understanding of documentation and processes to the careful step-by-step filing of documents – claim settlement requires prompt handling. The right handling of the claims begets the right settlement. Our robust claim services enable satisfactory conclusions to claims. Our empathic approach not only ensures handling of documentation but also an understanding of the nature of the claim and its prompt handling at the initial stage.
The Process:
- 24-hour helpline helps clients to login the claim with the insurance company
- Assistance in documentation
- Aggressive follow-up, both with the use of technology and personalised
- Timely and accurate claim settlement
CREATING FINANCIAL ROADMAP
In these volatile times, it is critical for everyone to plan ahead and have a far-sighted approach to set financial goals for not just yourself but your entire family as well. Regular monitoring of the portfolios, periodic intimation of returns, and making the decisions to switch or port from schemes, if any, must be done proactively and timely to meet financial goals. As insurance financial planners, we help you assess your monetary situation. We understand your and your family’s income and expenditure patterns and help meet your financial goals by looking at savings objectives, investment needs, necessary insurance, tax planning, and retirement benefits.
Services Offered:
- Tax planning
- Portfolio management
- Insurance Advisory
TAXING, NO MORE
Taxes can eat into your annual earnings. To counter this, tax planning is a legitimate way of reducing your tax liabilities in any given financial year. It helps you utilise the tax exemptions, deductions, and benefits offered by the authorities in the best possible way to minimise your liability. The primary concept of tax planning is to save money and mitigate tax burdens. We assist you to plan savings on taxes while simultaneously conforming to the legal obligations and requirements of the Income Tax Act, of 1961. By helping you decide on the purpose of planning, we help you identify your short and long-term tax planning, and make a meaningful decision whereby your tax liability is utilised to your advantage
Tax-Saving Categories
- Benefits under 80-C
- Benefits under 80-D
- Benefits under 80-E
- HRA Benefits
- Other Exemptions and Deductions
Saving Grace
- Timed Strategy
- Income Shifting & Planning
- Conversion
AN EVERLASTING RELATIONSHIP
While the task of financial planning ends once the policy is taken, our motto of “Service before Self” starts from the time one buys a policy from us. We make sure that we as a team and our processes remain dedicated to our clients during the tenure of the policy. From changes in any personal details in the policy to understanding the terms of the policy to a reminder of benefits one can avail during the tenure of the policy, to the reminding of renewal, to claims if reported to us and taking them towards the right conclusion is a role from which we handhold our clients during their financial journeys.
Services Included
- Policy renewals or revivals
- Premium notices and reminders
- Making alterations/addition/deletions wherever and whenever required
- Decoding benefits
- Crisis management
