Insurance
The right insurance cover, explained in plain language
We review the cover you already have, find the gaps and help you choose life, health, motor and business policies that fit your family and budget — and we stay with you when it is time to claim.
Free advice CA-reviewed Fast turnaround
What's included
- Term life insurance needs analysis
- Individual & family floater health insurance
- Health cover for senior citizen parents
- Motor insurance new policies & renewals
- Shop, office, fire & business insurance
- Tax benefits under Sections 80C and 80D
- Claim filing and follow-up assistance
Who needs this
- •Young families
- •Salaried professionals
- •Parents above 60
- •Vehicle owners
- •Shop & business owners
Documents required
- •PAN & Aadhaar
- •Existing policy documents
- •Medical history (for health / life cover)
- •Vehicle RC (for motor insurance)
- •Business details (for commercial cover)
“I had capital gains from mutual funds and RSUs from my US employer. They handled Schedule FA, claimed the right credits and my refund came in three weeks. Super responsive on WhatsApp.”
Frequently asked questions
A common rule of thumb is 10–15 times your annual income, plus outstanding loans, minus existing savings. We work it out on your actual numbers.
Yes. Life insurance premiums qualify under Section 80C and health insurance premiums under Section 80D in the old tax regime. We factor this into your tax planning.
Yes. We help you prepare the documents, file the claim with the insurer and follow up until it is settled.
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