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Why Choose Us
With digitalization of financial services and online purchases customers are shifting to ‘Do It Yourself’ mode and self purchase many financial products from various portals just like buying any other products or services. The role of financial advisor comes into picture only after making a wrong purchase, Poor service experience or force selling of products which are not essential to an individual. As we have experienced customers end up losing more time & money due to these factors then saving it. With a vision to address this issue and to create a low cost module which is of mutual benefit, we bring all the major financial services like mutual funds, life insurance, health insurance, vehicle & other general insurance online. However with personal visits and customized plans &presentation we create the personal relationship with our customers adding human touch which is essential part of our trust with our valued customers.
With more than 1000+ happily satisfied customers from all walks of life from India and abroad, we just don’t sell financial products, we provide need based solutions according to the individual need of the customers. We are best known for our professional approach and honest advice. We feel happy and privileged to meet the expectation of our clients.
Our area of expertise service include –
1. Personal & Family life insurance and health insurance services.
2. Personal goal oriented wealth creation using mutual funds.
3. Employee-Employer ,Groupmedical,term and personal care Insurance for registered as well as non-registered firms with taxation benefits.
4. NRI & FNIO, MWPAP Insurance and service handling.
5. Instant vehicle insurance auto renewal services.
6. Personal Accident & Travel insurance solutions.