Insurance

Life Insurance

Life insurance should be the critical foundation stone on which an individual’s
life is built. It is essential to cover the risks and needs associated with the various
stages in a person’s life. The true concept of life insurance in India is still in the stage
of evolution and people are moving up the learning curve in terms of understanding
the utility of life insurance products as risk mitigating and wealth generating avenue.

We provide insurance advisory services to our clients which includes, risk assessment
of the client, defining and monitoring the type of insurance cover required, assisting in
obtaining the insurance cover etc.

Mutual Fund

Mutual fund is a common pool of funds brought in by various individuals to be invested and managed by a fund manager on their behalf. Essentially these funds are invested in equity or debt securities in certain proportion depending on their investment objectives. Investments in mutual funds are not risk free and the degree of risk would depend upon lot offactors such as extent of exposure to equity, diversification in investment, tenure of investment, political and economic situation etc. Investment in mutual fund though can be leveraged by individuals by following a disciplined approach of investment and asking for expert advice.

We provide advisory services to our clients in identifying funds for investment based on term based financial needs and the risk appetite of the client.

Home Loans

The growing need for a house and the finances to fund the acquisition of such
properties has propelled us to provide comprehensive advisory & support services
to our clients on various aspects of home loan that include; identification of the
funding institution, assistance in documentation process, liasing with the financial
institution in lodging the loan application etc.