Mutual Fund Distribution
Scheme execution support across leading AMCs — from onboarding and KYC to transactions and folio servicing.
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Protection first
Cover before you invest
Investments build a corpus; insurance protects the people relying on it. Before a long-term investment habit makes sense, most households need an adequate term life cover and a health cover that will not run out in a single hospitalisation.
Insurance products are arranged through licensed insurers and intermediaries. We help you compare cover amounts, inclusions, waiting periods and exclusions in plain language, and support you with documentation at the time of a claim.
- Term life cover and LIC plans for income replacement
- Medical cover — individual and family floater health policies
- Vehicle (motor), home and travel policies for everyday assets
- Comparison of sum insured, waiting periods and exclusions
- Documentation support at renewal and at claim time
What you get
Handled end to end
Cover the dependants
Sum assured discussed against income, liabilities and the years left to earn.
Read the fine print
Waiting periods, sub-limits and exclusions pointed out before you buy.
Help at claim time
Guidance on paperwork and process when a claim has to be filed.
The process
Getting covered
Assess the need
Dependants, liabilities and existing employer cover taken into account.
Compare the options
Products compared on cover, exclusions and claim process, not price alone.
Complete the proposal
Disclosures filled accurately — the single biggest factor in claim acceptance.
Renew on time
Reminders so a policy never lapses and waiting periods are not lost.
Protect what you are building
Call +91 98260 73960 or send us your details and we will get back on a working day.
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