Services
Insurance
Our insurance team provides specialised guidance and advice for investment in various insurance schemes. The facility combined with other services results in complete financial planning.
The team offers various insurance plans suitable to the clients’ needs. Stated below are the categories of insurance plans offered:
Life Insurance
- Term Insurance Plans
- Investment Plans
- Child Plans
- Pension Plans
- ULIPs
- Money Back Policy
- Endowment Plan
- Income Tax
Health Insurance
- Health Plans
- Family Health Plan
- Senior Citizen Health
- Insurance
- Critical Illness
- Mediclaim Policy
The service includes:
- Drafting the client’s requirements relating to duration, asset under consideration-life/others and other purposes.
- Suggesting schemes as suitable.
- Offering complete support to clients in relation to completion of formalities.
- Suggesting plans that the team considers beneficial for the client as well as family.
- Accepting feedback and implementing.
Book a ConsultationLeave us a message.
Our team will get in touch with you to clear all your doubts regarding Investments.
What our Clients say about our team
Happy to say that i will be permanent customer to PA.
Injazat Data Systems (Dubai)
Excellent fund management... 24x7 what's app service good returns in midcap space
Vishal Lagad
Honest and very hard working team with clear goal of Achieving Great returns for their clients..
Businessman (Gujarat)
Great advisory service. Glad to be associated with them.
Prebon Yamane India Ltd. (Mumbai)
What they say will do.. guys leave all on them to do keepitup pa- wealth team
Businessman (Gujarat)