Services

We provide customized Investment Planning based on one's goal.
We are happy to assist you in your Financial Planning.

Family Insurance

Family Welfare Economics

Family Welfare Economics is a scientific way of managing your personal finances & Investments. Family Welfare Economics consist of 4 Cs. It is a structured way of Investment Planning for creation of Wealth, Protection of Wealth & propagation of wealth. 

Every person needs to manage all the 4 Cs i.e.

  • 1st C - Creation of Income
  • 2nd C - Consumption of Income
  • 3rd C - Continuation of Income
  • 4th C - Conservation of Income

Health Insurance Covers

Health Insurance is a type of Insurance coverage that pays for Medical and Surgical expenses incurred by the insured. Health Insurance can reimburse the insured for expenses incurred from illness or injury, or pay the care provider directly.

We Offer Health cover packages for your whole family to be helpful at uninvited situations.

health Insurance

shree_insurance

LIC Portfolio Review

Firstly, before suggesting anything to our Clients,we audit their current portfolio,review it and provide awareness on current portfolio.

Secondly, we undergo Need Based Analysis.
(Need Analysis is the process of identifying and determine the Life Insurance needed to care for surviving family members. It is important for individuals to work with their financial professional to identify the various Insurance solutions best suited for their unique needs)

Thirdly, we suggest or guide our Clients,for further best suitable Plannings with options.

Generally there are combination in Planning which provide Security and Growth.


Group Mediclaim

A Group Health Insurance plan is an Insurance plan that provides Healthcare coverage to a select group of people. Group Health Insurance plans are one of the major benefits offered by many employers. These plans are generally uniform in nature, offering the same benefits to all employees or members of the group.

A Group Health plan is an employee welfare benefit plan established or maintained by an employer or by an employee organization (such as unions), or both, that provides medical care through Health Insurance participants or their dependents directly or through Isurance, reimbursement or otherwise.

Group Mediclaim

overseace Mediclaim

Overseas Mediclaim Policy

Are you planning a trip to picturesque Switzerland with your family or a romantic tour of Paris? Overseas Mediclaim Policy gives comprehensive cover for you and your family when you globe trot. We want your trip to be stress-free so we cover you against medical and other financial emergencies that may occur during your travel.

Various Plans under the Overseas Mediclaim Policy are:
  • Business and Holiday Travel cover for individuals.
  • Study Policy for students undertaking studies abroad.
  • Corporate Frequent Policy for Corporates sending their executives abroad.

Retirement Planning

Retirement is one of the most important Life Events, many of us will ever experience. From both a Personal and Financial perspective, realizing a comfortable retirement is an extensive process that takes sensible planning and years of persistence. Even once it is reached, managing your retirement is an ongoing responsibility that lasts throughout your life.

With us, you can Retire comfortably with simple process and all necessary things would be taken care by us.

retirement Planning

marine Insurance

Marine Insurance

Marine Insurance covers the loss or damage of ships, cargo, terminals and any transport or cargo by which property is transferred, acquired or held between the points of origin and final destination. Cargo insurance is a sub-branch of Marine Insurance, though Marine also includes Onshore and Offshore exposed property, (container terminals, ports, oil platforms, pipelines) Hull, Marine Casualty and Marine Liability. When goods are transported by mail or courier, Shipping Insurance is used instead. So you can always count on us for the same.


Child Welfare

Child Welfare is a continuum of financial services designed to ensure the children are safe and secure financially.Family how to create necessary support financially to care for their children successfully.

Child Welfare

FINANCIAL SERVICES / PLANNINGS / SOLUTIONS OFFERED BY US ARE