About Us
We adopt a structured financial approach and provide you portfolio solutions which meet your desired financial goals and milestones.

We offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
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Services we provide
It is an online portal where, we use a wide range of products to achieve the financial goal of our clients like Mutual Funds, Taxation, Health insurance etc.

Financial Planning

Real Estate

Retirement Planning

Travel Insurance

General Insurance

Health Insurance

Power of SIP

A Systematic Investment Plan is the best way to beat market volatility and tide over inflation by a comfortable margin

How much do you want to invest ?
Investment Period
Expected Annual Returns (%)
Adjust for inflation ?
Wealth Gain
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Amount Invested
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Maturity Amount
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Renew your Policy online/ Download premium receipt
Renew any of your existing policy is now very simple. You can also
download your premium receipt here.

Apollo Hospitals Group, Asia's largest healthcare provider and Munich Health, world leaders in Health Insurance, have come together to make quality healthcare easy and accessible for every individual. Using simple language, clear policies, transparent procedures and innovative products, Apollo Munich makes health insurance simple and uncomplicated for all.

As individuals it is inherent to differ. Each individual's insurance needs and requirements are different from that of the others. LIC's Insurance Plans are policies that talk to you individually and give you the most suitable options that can fit your requirement.
How it works

SIP is the smartest and easiest way to make wealth, Just follow the steps below

Create or choose basket

Create your own wealth Plan or Just choose our ready made SIP basket as per your target.

Invest as per your plan

Invest as per your plan with the most secure and easiest procedure.

Track and review

Keep an eye on how your money is growing with our simple and powerful dashboard on web or mobile.

Insurance Services

Now world class insurance is within your reach, whether for you or to protect your family

Life insurance is your life after life

It ensures that if something were to happen to you today, your family doesn't suffer a financial blow which will only serve to aggravate the emotional turmoil they will be going through on your loss. Our life insurance advisory schemes are designed keeping in mind your limitations and possibilities.
Life insurance policies serve to
  • .  Provide financial security to your family in your absence
  • .  Protect your home mortgage,loans, credit card borrowings etc.
  • .  Ensure that your family is able to maintain their lifestyle, no matter      what happens.
  • .  Take care of your estate planning needs

What is Health Insurance

Medical expenses are sky high these days, but was never cheap ever. Even a small treatment or an appointment with a doctor might consume a lot of money. Health insurance is a must, it saves money and covers unexpected calamities. Health insurance comes in handy to meet emergencies of severe ailment or accident. Sometimes it is associated with covering disability and custodial needs. Life is unpredictable, insurance can make it safe and secure from bearing huge loss. Health insurance is affordable and carries the assurance and freedom from insecurities that threaten life now and then.
We liaise with the leading health insurance providers in India and buying through us enables analyzing costs and benefits from the pool of policies matching your requirements and of course not to forget the quality service offered by us.

What is Travel Insurance

Be it business or pleasure travel, having a trouble free trip is what everyone looks forward to. Illness is uncertain, it can spoil the planned trip. But with insurance in hand, medical bills are taken care of. Other difficult situations like loss of passport or baggage while traveling can also add on financial difficulties. These are all covered by travel insurance.
Travel insurance usually covers medical expenses, financial or any other looses incurred while traveling. Travel insurance is arranged at the booking of a trip to cover exactly the duration of that trip. Travel insurance offers coverage for Student travel, business travel, leisure travel, adventure travel, cruise travel, and international travel. Irrespective of the nature of uncertainties, a suitable travel insurance fulfilling the requirements can offer the coverage needed while away from home.

What is Real Estate

Coming soon
Choose from readymade baskets
You may choose any of our readymade scheme basket for quick investment
Regardless of what life stage you are in, you are likely to have some short and long term personal financial goals. Setting tangible & realistic goals, following them, and tracking your progress is the key to success in achieving all of your financial goals. Setting short-term, mid-term and long-term financial goals is an important step towards becoming the financially secure.
knowledge centre
You can check knowledgable Videos here
We love to hear from you
We are very approachable and would love to speak to you. Feel free to call, send us an mail or simply complete the enquiry form
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