ABOUT US

ABOUT US :-

Pleasure to introduce us as one of the emerging Financial Advisor Team. We offer customized Wealth Solutions which help people to achieve their long-term and medium-term financial goals through effective financial planning. Since the last 16 years, we have helped more than 2000 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suits your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.

 

OUR SERVICES :-

1) All Services related to LIC & Health Insurance

2) Mediclaim & Health Insurance

3) Planning for Retirement & Tax-free Pension

4) M.W.P.A.

5) Financial Planning for Child’s Education and Marriage

6) Employer-Employee Scheme

7) Group Health Insurance

8) Group Term Insurance

9) Partnership Insurance

10) Key Man Insurance

11) H.U.F.

 

OUR ADDITIONAL SERVICES :-

1) Claim Settlement,

2) Survival Benefit Dues

3) Maturity Dues

4) Death Claims

5) Surrender of policies

6) Change of mode/Change of Nominee/Change of Address/NEFT Registration etc

7) Loan Facilities: Personal Loan, Home Loan & Business Loan

 

 

Our Achievements :- 

Award Winner & Triple Gold Medalist, Member: MDRT (USA), IFPA (INDIA) & Galaxy Club of LIC

 

STAFF PROFILE :-

Well-trained, courteous & professional staff

May I Help You

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