AVANISH AGRAWAL
Retirement Planning Specialist
Investment Consultant

We are leading financial products distributor with distributing products of more than 70 different AMC/ Leading insurance Companies, Currently we are serving more than 200 families, (More than 750 individuals) securing their future by investing in various financial products, We are in business since last 20 years and now our 2nd Generation is joining our hands with its latest knowledge & studies to serve you better. We are serving our clients with zero error, making all our clients well satisfied and keep on giving referrals ensuring their faith in our expertise.

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Our Services:

We Offer various Services:

  • 1. All the Mutual Funds.
  • 2. Tax Free Pension.
  • 3. Employer Employee Schemes.
  • 4. Financial Planning for Child’s Education and Marriage.
  • 5. Term Insurance.
  • 6. Single Premium policy.
  • 7. Money Back Policy
  • 8. Pension Policy.
  • 9. Various Retirement concepts for all age groups.
  • 10. Group Gratuity Schemes.
  • 11. Personal Accident.
  • 12. Health Insurance
  • 13. General Insurance

Our Additional Services:

  • 1. Survival Benefit Dues.
  • 2. Maturity Claims.
  • 3. Claim Settlement.
  • 4. Death Claims.
  • 5. Revival of policy.
  • 6. Change of Mode/ Change of Address/NEFT Registrations.
  • 7. Make Nomination / Change Nomination .

All the Mutual Funds:

Aditya Birla Sun Life Mutual Fund, Axis Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Mahindra Mutual Fund, Nippon India Mutual Fund, and UTI Mutual Fund, among many others such as Franklin Templeton, Mirae Asset, Quant, and Tata Mutual Fund.

Term Life / Insurance Services:

Life Insurance Corporation of India (LIC), Tata AIA Life, Bajaj Allianz Life, HDFC Life, and Axis Max Life, among others.

Health Insurance / Mediclaim:

The New India Assurance, Niva Bupa, Star Health, HDFC ERGO, Care Health, ICICI Lombard, Manipal Cigna, Aditya Birla Capital, Reliance General, Bajaj Allianz, Tata AIG, and SBI General Insurance.

General Insurance / Motor Insurance:

The New India Assurance, HDFC ERGO, ICICI Lombard, Manipal Cigna, Reliance General, Bajaj Allianz, Tata AIG, Magna, Universal Sompo, National Insurance, SBI General, Oriental Insurance, Kotak Zuno, and Digit Insurance.

Our Achievements and Distinctions:

  • Serving 1000+ Families

Who We Are

Specialists in INSURANCE advising throughout India

we provide financial advice to the client. And this advice ranges among various domains. like retirement planning, investing and protection against some common risks. They basically give out a Foolproof plan to save for future goals like education, property etc. While helping out the people in providing financial advice, we also make sure that the companies they’re working for don’t get ripped off and thus act like watchdogs for them

For Insurance Services.

CALL 9335470104

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