It is not just about the numbers but your health that is important to us. We realize how things can become difficult sometimes and so we help you plan your better financial future for rainy days or otherwise.
We understand that reading an insurance document could be a tricky task, so we strive to make it simpler for you. Though it be understanding a document or claim procedures, we stand by you throughout the process.
You can depend on us while planning your finances. We are experts who help you make the best investments. We are here to assist you, understand your concerns and provide the best services.
We offer you a platform for making right investments and an application to keep an easy and hassle free track of your investments.
Our wide range of services help you build better returns and secure your health, life and pets.
We provide you with expert advice to understand your financial needs. You can rely on us to understand asset management, risk management, tax saving under investments, claim procedures and much more.
On a personal level, we have seen Swapnil learn and grow in the domain of finance and advisory for many years now, and he has been our go-to person for almost all our financial decisions. Tax saving, investments for various goals, insurance for my family as well as in-laws, allocation of my parent's retirement fund, you name it, and he handles it all very well.
On a personal level, we have seen Swapnil learn and grow in the domain of finance and advisory for many years now, and he has been our go-to person for almost all our financial decisions. Tax saving, investments for various goals, insurance for my family as well as in-laws, allocation of my parent's retirement fund, you name it, and he handles it all very well.
With a life insurance policy, you can plan for the financial security of your loved ones who are dependent on you. Alongside, you get several benefits like tax deductions and life cover.
You need to consider several factors while choosing sum assured, including your income, financial liabilities, lifestyle expenses, and future goals.
Term insurance is a pure life insurance product and hence, it offers only a death benefit to the beneficiary of the policy. There are no maturity proceeds available with a standard term plan unless there is a return of premium attached to the policy.
Yes, you can avail tax benefits4 on the premiums paid for a term plan under Section 80C of the Income Tax Act, 1961. There are other tax benefits associated with a term plan under Section 80 D and Section 10(10D) as well.
A mutual fund is a type of financial instrument that pools money from multiple investors towards a common investment goal. This money is then invested in several assets such as equity and debt instruments, shares, bonds, etc. depending on the objective of the mutual fund scheme.
Some of the common tax-saving investment options include fixed deposits, PPF, NSC, ELSS, etc.
