Established in the year 2005, we are a professionally managed organization involved in offering best quality insurance & financial saving solutions to individuals, corporate and business houses such as employee financial plans, children financial plans, general financial plans, retirement plan, saving & investment plans, employer liability solutions, endowment plans and government bonds.
Situated in the capital city of India, New Delhi, our organization is efficiently led by Mr. Mukesh Arora, who is a IRDA (Insurance Regulatory Development Authority) certified professional and has years of sound experience in this field. Under his dynamic leadership, single minded approach and visionary guidance, we are successfully meeting the emerging investment and insurance requirements of the markets. The service support of well trained & dedicated professional team has been our most valuable asset, which has enabled us to carve a niche for ourselves in the sphere of insurance and finance. Our team comprises of insurance experts, investment experts and financial planners, who provide clients proper consultation in order to meet their specific investment and insurance requirements.
Why Us
Some of the key factors, which have paved our way for the success are :
Deep knowledge of insurance and financial sector
Resource full database of various plans & schemes
Tie-ups with ICICI Prudential Life Insurance and Bajaj Capital Limited
Guarantee for payment of claims
Conformance with laws
Our Infrastructure
To meet the operation demands, we have with us full fledged office that is strategically located at Delhi. This office is well equipped with all the modern communication technologies including internet and others. These latest communication facilities enable us to keep in touch with changing and new launched polices in the insurance and financial sector.
Our Team
Within a short span of time, we have witnessed an unprecedented growth in the market and the credit goes to our team of dynamic, ambitious and dedicated workforce, which include insurance experts, investment experts, financial planners etc. All the workers of our team have in depth knowledge in their respective fields including insurance, finance, banking, law, IT, accounts, and customer care and provides services such as employee financial plans, children financial plans, general financial plans, investment plans, employer liability solutions etc.
They provide clients valuable consultation through their polite, impressive and strong communication skills. In order to provide the clients qualitative services, our team members follow standard procedures, which include:
Exact understanding of clients' requirements
Intensive analysis of all available plans & schemes
Choosing of most profitable scheme for the client
Providing the briefing about the terms & conditions of scheme
Analysis of pros & cons of the schemes
Completion of documents after getting positive response from clients
Medical or other inspection & analysis as per the requirements of scheme
Submission of papers and providing it to clients
Identification of new opportunities for improvement
Associated Services
While rendering our services, we help clients in various ways, which include:
Briefing of all policies
Filling of forms
Completing the documentation required
Regular & advanced alerts for renewal
Assistance for selection of best option
Our Service Association
Our reliable and transparent dealing has enabled us to associate with popular names in the insurance and financial sector including ICICI Prudential Life Insurance and Bajaj Capital India. Owing to our tie-ups with these companies, we have created a high goodwill in the market.
Our schemes and plans are well accepted by the clients due to their reliability, low investment & high return that helps in providing safe & secure future.
Our Clients
Our satisfactory services have earned us satisfied clients spread in Delhi and all over NCR region. Unwavering trust and repeated orders of our clients also motivate us to go beyond their expectations. In future, we aim to expand our business and reach all across the India by setting up new branch offices in each major city of the nation.
Our Products & Services
We offer a wide assortment of insurance services and capital investment products of ICICI Prudential Life Insurance and Bajaj Capital India. We also provides different investmant financial plans such as employee financial plans, children financial plans and general financial plans. These services can be tailored to meet the different requirements of people. Our services include:
Investment Planning / Short Term Planning
Tax Planning
Retirement Plan
Children Future Planning / Wealth Creation Plans / Protection Plans
Health Insurance / Travel Insurance / Home Insurance
Group Insurance
Fixed Deposits
Mutual Funds
Infrastructure Bonds
Government Bonds
IPO
Apart from this, we offer associated services including policy renewal and fund allocation, which assist clients in selecting right policy and get assured returns on them.
Service Features
The salient features of our services are as follows:
Assurance for paying all claims
Complete documentation services
Customer-oriented approach
Post selection orientation
Flexibility of changing as per requirements and law
Customized solutions
Service Areas
Our trustworthy, economical and profitable services are catering to the demands of following sectors:
Medical Industry
Travel Industry
Hospitality Industry
Automobile Industry
Construction Industry
Corporate houses
MNC's
Individuals including retired people, employees, businessmen, house wives etc
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