360° FINANCIAL SOLUTIONS
risk-profile-report

Risk Profile Report

Provides coverage for individual Homes and their Contents.

product recommdation

Product
Recommendation

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

360° Financial Planning Service

360° Financial
Planning

Provides coverage for Medical expenses incurred by individual.

Goal Based Investment Planning

Goal Based
Investment Planning

Provides financial protection and assistance to individual while traveling.

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.

purplepond-transmission-of-mutual-fund-units-and-shares

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.

side-view-man-working-as-real-estate-agent-scaled

Registered Investment
Advisors

Provides coverage for individual Homes and their Contents.