Frequently Asked Questions

We offer a comprehensive range of mutual funds including equity funds, debt funds, hybrid funds, and sector-specific funds. Our expert advisors help you select the right mix based on your investment goals, risk tolerance, and time horizon.

Our selection process involves thorough research and analysis of fund performance, management quality, expense ratios, and risk metrics. We consider factors like fund history, portfolio composition, and alignment with your financial objectives.

We follow a disciplined approach to portfolio management, focusing on asset allocation, regular rebalancing, and systematic investment plans (SIPs). Our advisors monitor performance and make adjustments based on market conditions and your changing needs.

We offer comprehensive general insurance solutions including motor insurance, home insurance, travel insurance, and business insurance. Our policies are designed to protect your assets and provide financial security against unexpected events.

Our advisors assess your specific needs, assets, and risk exposure to recommend appropriate coverage levels. We compare policies from multiple insurers to find the best combination of coverage and premium rates for your situation.

We provide end-to-end claim assistance, from documentation to settlement. Our dedicated claims support team guides you through the process and ensures quick resolution. We maintain relationships with insurers to facilitate smooth claim processing.

We provide a range of health insurance plans including individual health insurance, family floater plans, critical illness coverage, and senior citizen health insurance. Our plans cover hospitalization, pre and post-hospitalization expenses, and offer cashless treatment facilities.

Our health insurance experts assist with claim filing, documentation, and follow-up. We help you understand policy terms, network hospitals, and claim procedures. In case of cashless treatment, we coordinate with the hospital and insurance company.

Yes, we offer customizable health insurance plans where you can add riders for critical illness, maternity benefits, personal accident, and more. Our advisors help you choose the right combination of coverage based on your health needs and budget.

We offer term life insurance, whole life insurance, endowment plans, and unit-linked insurance plans (ULIPs). Each type serves different purposes, from pure protection to wealth creation, and our advisors help you choose based on your goals.

We calculate your insurance needs based on factors like income, expenses, liabilities, and future financial goals. Our advisors consider your family's needs, existing coverage, and long-term objectives to recommend appropriate coverage.

We provide expert guidance in policy selection, help you understand complex terms, assist with documentation, and offer ongoing support for policy management and claims. Our relationship with multiple insurers ensures you get the best coverage at competitive rates.