Why us
We represent our client not insurance companies
- Management of general insurance portfolio
- Claim management Services
- Management and planning of life insurance portfolio
- Wealth Management & tax Planning
Financial planning | Retirement planning | NRI Investment Planning
child education planning | PMS portfolio management services
Loan Against Securities | business finance planning | personal investment and
goal based financial planning | corporate investment and contingency fund
parking & planning | national pension scheme | charitable trust investment
planning | Will Drafting | Taxable and text-Free Bong
Our Achievement
- Serving Corporates / SME / MME and Individuals for past three decades
- Currently having Portfolio of 100plus corporate clients and 500 plus HNI indiciduals clients
- MDRT, COT with Life Insurance Companies
- Client retention ratio of over 87%
