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MUTUAL FUNDS
Mutual Fund is a vehicle that enables a collective group of individuals to a) Pool their investible surplus funds and collectively invest in instruments / assets for a common investment objective.
LIFE INSURANCE
Children's insurance includes policies through which parents or legal guardians can provide for life insurance for their child from birth. The risk cover commences from the child attaining the age.
GENERAL INSURANCE
Health insurance is the insurance which protects from any health emergencies & incurred hospitalisation expenses. In this busy and hectic life everybody should have a health insurance policy.
FIXED INCOME PRODUCTS
Fixed income products forms the base of a financial plan. If the base is not strong whatever we build upon it is under risk of collapse, therefore by allocating a higher quanta of funds towards fixed income products.
FINANCIAL PLANNING
It includes planning for your financial needs like home, saving for children’s future, cash flow (Income-Expense balancing), taxes, retirement and estate/ property. We help you to take accurate financial decisions and save.
Yogesh Thaker
I am Yogesh Thaker insurance and financial solution provider since 1997.I am commerce graduate also I have done CFP and MBA in Risk and Insurance management, during the journey of last 21 years I have settled more than 300+ claims.
My vision is to give financial freedom to maximum people
Come and Experiance
The Finest Collection Of Financial Freedom
LIFE INSURANCE
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money.
HEALTH INSURANCE
Health insurance is an insurance that covers the whole or a part of the risk of a person incurring medical expenses, spreading the risk over a large number of persons.
MOTOR INSURANCE
Vehicle insurance is insurance for award, trucks, motorcycles, and other road vehicles. Its primary use is to provide financial protection against physical damage body.
BOND
Bond insurance, also known as “financial guaranty insurance,” is a type of insurance whereby an insurance company guarantees scheduled payments of interest and principal.
PERSONAL ACCIDENT INSURANCE
Personal Accident insurance or PA insurance is an annual policy which provides compensation in the event of injuries, disability or death caused solely by violent.
TRAVEL INSURANCE
Travel insurance is insurance that is intended to cover medical expenses, trip cancellation, lost luggage, flight accident and other losses incurred while traveling internationally.
We are know for ?
Supplementary employee benefits include medical, accident, life, retirement, business travel insurance, and increasingly EAP.
If you have a question and would like to contact us, please complete the form below and we will get back to you as soon as possible.
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