SB Insurance & Investment Services - Service Provider of Life Insurance Service & Mutual Fund Service from Mumbai

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Financial Planning Service

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Wealth Management Service

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Retirement Planning Service

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Childs Education Planning

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About Us

SB insurance and financial consultancy is a composite Insurance (Life,General& Health)and Investment (Mutual Fund, Fixed Deposit, Equity, Bonds, etc.) consultancy. We are mainly engaged in providing a complete insurance and investment solution to corporate and Individuals. We advise clients on risk management and get the best possible quotes for the client, with optimization of risk covers. We are also expert in investment related guidance. Our main focus is on educating clients on insurance and wealth management aspects. Insurance industry in India is currently undergoing radical transformation of de-tariffing and the challenges arising from the same are huge. We have evolved to be a professional player to help the corporate select the risk covers and the insurer, and facilitate the claims process.SB insurance and Financial consultancy is extremely aggressive as claims facilitators and always with its clients till claim closure.+ Read More

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Products & Services

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Life Insurance Service

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Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

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Mutual Fund Service

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Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together

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Health Insurance Service

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Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

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Childs Wedding Planning

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Child’s Wedding Planning

For a parent, seeing their child happily married is an unparalleled joy. Whether it is the pride of seeing your son bring home a bride, or the bittersweet joy of seeing your daughter start a new life with her husband. But giving your children the wedding of their dreams requires a lot of careful financial planning.

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