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Should any claim arise we will assist you as under:

  • Steps to reduce/contain losses.
  • Outlining full claim procedures to your executives.
  • Appointment of surveyors.
  • Assistance in submission of documents.
  • Interactions with Surveyors/loss adjustors/ insurers to ensure quantification of loss and expeditious settlement.

Life Insurance products
  • Tax Saving Investment Products and ULIPs
  • Pension plans and other Long Term Plan
  • Term Insurance

Financial Planning

Financial Planning is a process of setting goals (For example buying a house/car, planning a vacation, child's education/marriage, retirement corpus etc), assessing income, assets, investments, expenditure and liabilities, estimating future financial needs, and making plans to achieve them.

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