Insurance
Protect what you are building
Is this right for you?
- You have people who depend on your income
- You want your family covered for medical costs
- You want to protect your home and belongings
Good to know
- Term insurance pays a fixed amount to your family if you pass away during the term
- Health insurance pays for hospital treatment, up to the sum insured
- Premiums may qualify for tax deductions under Sections 80C and 80D in the old tax regime
- Always read the exclusions and waiting periods before buying
How we help
What working with us looks like
Work out your cover
How much life and health cover your family actually needs.
Compare policies
Premiums, exclusions and claim terms from different insurers.
Help at claim time
Guidance on the paperwork when you need to make a claim.
How much life cover do I need?
A common starting point is many times your yearly income, plus any loans. We work out a figure based on your family’s actual needs.
I have health cover from my employer. Is that enough?
It usually ends when you leave the job and may be too small for a family. A personal policy keeps you covered either way.
Is insurance an investment?
We suggest keeping them separate: pure term and health cover for protection, and investments for growth. It is usually simpler and cheaper.
Other services
Customised portfolio
A plan built around your life goals, your timeline and how much risk you are comfortable with.
Learn more
Mutual funds and SIPs
Equity, debt and hybrid funds, chosen with you and reviewed as markets change.
Learn more
Fixed deposits
Fixed deposits beyond your bank, with the terms and the issuer explained clearly.
Learn more
Let your wealth flourish
Talk to us about insurance
Message us on WhatsApp or call. We will listen first, then suggest a plan.