Insurance & Retirement Plans

INSURANCE AND RETIREMENT PLANNING:

To avoid misspelling of insurance products we stick to using insurance products only for risk
management rather than as investment vehicle
We never mix risk coverage and investment in one single product called insurance
We use insurance product to cover the risks
And to create wealth or to invest we use other investment vehicles like equity or debt products based
on their goals and objective risk appetite liquidity time horizon
So we recommend the clients to buy term insurance, and health insurance to cover their risks and we
help to select the best insurance companies for buying after analyzing the amount of adequate risk
coverage .