About us

With 5000+ clients and 163 Channel partners associated with us, we have been providing basic financial planning to customers since last 14 years. We can help your family/parents pick up an adequate Health Insurance, Accident/Disability and Term Insurance. Not only our company is an expert in insurance sector but, we can also help you to understand the amount of funds needed at various important stages of life such as Child Education, Child Marriage, Retirement planning, tax planning for Individuals etc by using Financial Pyramid concept for Financial Planning.

Our core competency stands for Post sales service which is very important in the segment of insurance. We make sure to provide faster assistance to customers when customer approaches for claims, Policy renewal. We have served many corporates also for Group Health Insurance, Group Accident.


Awards-London-2018

Awards-London-2018

Sydney-Awards-2019

Sydney-Awards-2019


Mission

Our mission is to provide quality products to our customers. We are here to build a healthy and trustworthy relationship with customers.

Vision

Our main vision is to understand each client’s unique purpose, mission and values. We are ready to take burden out of managing the financial details so our clients can be free.

Objective

To be partner to our client’s lifetime. To understand each and every family’s financial planning needs and provide them suitable Solutions. To protect financially 100000 and more families till year 2025 through 1000 channel partner across India.