• Email Us

    arupersange@gmail.com

  • Call us

    +91 62909 16266

All in one integrated platform of Financial Mentorship

Solutions we offer

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Insurance

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Mutual Funds

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Stock

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PMS

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Bonds

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Corporate FDs

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NCDs

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Debt Management

Insurance

Your Insurance Solution

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    Life Insurance
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    Health Insurance
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    Personal Accident Care Insurance
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    Critical Illness Care Insurance
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    Travel Insurance
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    Motor/Vehicle Insurance
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    Property Insurance
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    Group Life Insurance
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    Group Health Insurance

Insurance houses we provide services from

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Other Premium life and general insurance companies in India

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Insurance services include

  • Presentation of need-based and client-centric policy proposals, both, for life and general insurance sectors
  • Fresh policy activation and renewal services with time-to-time reminder calls
  • Robust 24 x 7 service provisions and assistance for death claim realizations (life insurance) and general insurance claim recoveries, including mediclaims
  • Online services are available in most of the cases on anywhere and everywhere basis

Mutual funds

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Mutual funds investment platform includes

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  • Online and paperless service access abilities on anywhere anytime basis
  • Demat operation privilege
  • Service backup round the clock
  • Prudent applications of Risk Profiling, Asset Allocation, Rule-Based Investment Module, Periodic Rebalancing, Philosophy of Automated Investment Solution being latest choice of smart investors.
  • Accessibility to MARS (MUTUAL FUNDS AUTOMATED REBALANCING SERVICE SOLUTIONS)
  • Operation of SPA (the ultra-advanced Strategic Portfolio Allocation) which is a very good remedy for investors requiring ideal replacements of conventional time-bound investment tools with privileged IRR.
  • Need based meetings and interactions on one to one basis
  • Initiation of special invitational sessions on a regular basis for creating stronger convictions as well as bonding with the investors. With inbuilt features of Insta Cash and LAS.
  • Incorporation of successful investment philosophy for emerging and senior citizen investors, both.

Debt Management

Debt Management Solutions Include

  • House building loans
  • Vehicle loans (personal and commercial)
  • Personal loans (for government and corporate sectors only)
  • Project loans (secured)
  • Specially designed business loans from leading nationalized banks only
  • Abroad education loans from leading nationalized banks only.

Associated with

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Other Leading Financial Houses in India

MORE ABOUT OUR HOME LOAN SERVICES

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Special features of Home Loan services at a glance

  • Doorstep services
  • Loan provisions for fresh acquisition of residential or commercial units
  • House building construction loan on self-acquired plot of land
  • Combo loan for plot acquisition and residential construction on the same plot
  • Second-hand purchase of residential unit
  • Provision for Loan against property

SPA (STRATEGIC PORTFOLIO ALLOCATION)

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SPECIALLY DESIGNED MF PORTFOLIO MANAGEMENT PROCESS WITH PRIME FEATURES OF RISK MINIMISATION & YIELD OPTIMISATION

  • SPA ADVANTAGE DURATION
  • SPA MODERATE DURATION
  • SPA ADVANCE DURATION

Super Specialty Service Wing

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  • For NRI clients, full-swing support and assistance for insurance and investments portfolio management incl and service issues, if any.
  • Special services are available for outside policyholders, regarding Policy Audits, Reviews, Claim Settlements, and other service-related events, if any.
  • Extension of truly dedicated solicitation in relation to pre-existing Mutual Fund Portfolios, held with the guest identities too, being an exclusive part of implementation of our countrywide Investor Awareness Programme.