Insurance
Comprehensive coverage for life and health
Professional guidance for your financial life. From organising assets to growing wealth and staying protected.
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Expert support for insurance and beyond.
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Your Goals
We've got solutions for every stage of your financial journey.
Investments
Grow with clarity and confidence.
Asset Services
Make your assets easier to manage.
Physical Share to Demat
Digitize your legacy investments
- Eliminate risk of loss or damage
- Enable faster transactions
- Get ready for future opportunities
Not Sure Where to Begin?
Tell us your goal. We'll guide you.
Frequently Asked Questions
How do I know how much life insurance coverage I need?
We use the 'Human Life Value' approach, considering your current income, age, and future liabilities to calculate the ideal cover.
Why is Health Insurance important in financial planning?
Health insurance protects your savings from being wiped out by unexpected medical emergencies and rising healthcare costs.
Can I port my existing health insurance policy?
Yes, you can port your policy to a different insurer without losing the credit for waiting periods related to pre-existing diseases.
What is a 'Critical Illness' rider?
It is an add-on benefit that pays a lump sum amount upon the diagnosis of specific life-threatening illnesses like cancer or heart attack.
Is the premium paid for insurance tax-exempt?
Yes, premiums for life insurance are exempt under Section 80C, and health insurance premiums are exempt under Section 80D.