Retirement Solutions
Long-horizon schemes, NPS and SWP-based withdrawal setups for the years after work.
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Insurance is not an investment. It is a transfer of a risk you cannot afford to carry yourself, and it should be bought on that basis.
We help households put protection in place before they think about growth: adequate term cover for earning members, and health indemnity cover for the family. These two policies do more to protect a portfolio than any scheme selection, because they stop a single hospital bill or a single death from forcing the liquidation of everything else.
Policies are placed through IRDAI-licensed intermediaries. We will go through the sum assured, the premium and its payment term, the waiting periods and exclusions, the room-rent and co-payment clauses in health policies, and the claim process — before the proposal form is signed, not at claim time.
Insurance is the subject matter of solicitation. Cover, benefits and exclusions are governed entirely by the policy wording issued by the insurer, and any illustration of benefits is subject to the terms of that document.
Every item below is execution or servicing work carried out on your instructions.
It depends on your outstanding liabilities, your dependants' needs and the years of income to be replaced. We will work through the arithmetic with you; the final decision, and the insurer's underwriting, determine the outcome.
Tax treatment should be a consequence, not the reason. Buy cover because the risk needs transferring; check the tax position separately with a qualified tax professional.
We assist with documentation and follow-up. The claim decision rests entirely with the insurer, under the terms of the policy wording.
Long-horizon schemes, NPS and SWP-based withdrawal setups for the years after work.
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Goal-linked folios for school, college and overseas study milestones of your children.
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Regular-plan mutual fund transactions across leading AMCs, executed and tracked in one place.
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Talk to us about the schemes on our platform, the paperwork involved and how transactions are placed. No obligation, no charge to you.
Begin a goal-linked Systematic Investment Plan from ₹1,000 a month. Sit with us for a free, no-obligation conversation — at our Konnagar office or over a call.