360° FINANCIAL SOLUTIONS
purplepond-risk-profile-report

Risk Profile Report

Provides coverage for individual Homes and their Contents.

purplepond-product-recommendation

Product
Recommendation

Provides a payout to beneficiaries in the event of the policyholder’s death.

purplepond-360-financial-planning

360° Financial
Planning

Provides coverage for Medical expenses incurred by individual.

purplepond-goal-based-investment-planning

Goal based
investment planning

Provides financial protection and assistance to individual while traveling.

purplepond-mutual-fund-holding-analysis

Mutual Fund Holding Analysis

Provides coverage for individual Homes and their Contents.

purplepond-formation-of-trust-and-huf

Formation of Trust
and HUF

Provides a payout to beneficiaries in the event of the policyholder’s death.

purplepond-physical-share-to-de-mat-conversion

Physical Share to
De-mat Conversion

Provides coverage for Medical expenses incurred by individual.

Transmission of
Mutual fund

Provides financial protection and assistance to individual while traveling.

purplepond-registered-investment-advisors

National Pension
Scheme (NPS) Assistance

Provides coverage for individual Homes and their Contents.

RIA

Registered Investment
Advisors

Provides coverage for individual Homes and their Contents.