Lifins Financial

About Us

Launched in 2001, at Lifins, our objective has always been to equip self-directed investors with all the tools and information they need to make better investment decisions, and, over time, we have built a reputation for doing just that.

We help people to deal with various personal financial issues through proper planning, which includes
-Education Planning
-Retirement Planning
-Investment Planning
-Risk Management
-Insurance Planning
-Tax Planning
-Estate Planning

We focus on providing well researched, unbiased and expert advice to you. Our core proposition is built around financial planning which is our primary business. We also help you invest in various financial instruments like

Fixed Deposits of
- Companies
- NBFC?s
- Govt. Companies etc
Mutual Funds
- Free Demat and Online /Offline Trading Account.
- Online Daily update of Investments.
Insurance
>Life:
- Term Insurance
- Endowment
- ULIP
- Whole Life etc.
>General:
- Mediclaim .
- Auto Insurance
- Travel Insurance
- Personal Accident Insurance
Bonds
- Infrastructure Bonds
- 54EC Capital Gain Bond
- RBI Bonds etc.
- Investment Bonds
Secured /Unsecured Non Convertible Debentures
Gold ETF
PMS

Standard of Care:
All financial planning services will be delivered in accordance with the following standard of care:
We put the client's best interests first;

We act with due care and in utmost good faith;
We do not mislead clients;

We provide full and fair disclosure of all material facts; and

We disclose and fairly manage all material conflicts of interest.