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Investment & Insurance Advisory

DMAT Account:

We are holding a mutual fund distributor license in India from AMFI as per SEBI regulations which facilitates to invest in all kinds of shares, Bonds and mutual funds with ICICI Direct as an authorized channel partner.

We are offering free demat accounts under corporate tie up with business organizations for their owner, customers, suppliers, employees and family members.It is an easy and convenient way of holding assets such as shares, Exchange-Traded Funds [ETFs], government securities and bonds. A Demat Account allows for quick, secure and convenient transactions for buying and selling shares and other securities. With a Demat Account, shares or other financial instruments can be easily accessed and all activities can be instantly checked by simply logging into the account anytime. A Demat Account is connected with a trading account to simplify stock market transactions.

Insurance:

Insurance is a powerful estate and business planning tool. However, choosing the right insurance can be complicated. Like investments and estate plans, insurance portfolios need to be customized and managed over time. We have guided families and businesses through this process as a trusted confidant with respect to -

1. Key Man Insurance
As a company, we put a lot of our time and effort in not only growing talent but also making a substantial investment in each of our employees. In such a scenario, it is only good sense to insure the position of an employee that is invaluable to the unhindered running of the company.

In case the company has keyman insurance, on the death of the employee, the sum assured is paid to the company. This sum assured is generally quite large and sufficient to not only tide over any business downturn, but also hire a new senior executive. If the insured person survives the term of the insurance then no money is paid to the company.

2. MWPA-Married Women's Property Act - Life Insurance(Un-attachable Insurance)
For a married, male policyholder, availing of a term insurance plan under the Married Women's Property Act, 1874 (MWP Act) helps in protecting your family's financial interests in your absence. Once a policy is availed under the MWP Act, it may not be attached by courts for repayment of your debts*. Only your wife and children will be entitled to the sum assured in the event of your demise.

3. Group Life Insurance
Group life insurance is a type of life insurance in which a single contract covers an entire group of people. Typically, the policy owner is an employer or an entity such as a labour organization, and the policy covers the employees or members of the group. Group life insurance is often provided as part of a complete employee benefit package. In most cases, the cost of group coverage is far less than what the employees or members would pay for a similar amount of individual protection.

4. Employee Group Mediclaim Policy
Group Health Insurance is an insurance policy provided to a group of employees or members working for a company or an organization. Here, the employer usually pays the entire premium to offer health insurance as an employee benefit. This allows companies, organizations, banks, and even housing societies to procure health insurance for their entire staff or members.

5. Stock & Immovable property Insurance
Property insurance gives you financial coverage against the damages caused to your private or commercial property due to fire, earthquake, theft, and burglary, among other causalities. A property insurance policy is quite essential for you if you own private property or commercial property.

 
     
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