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Mukesh Chugh

-Financial Planner

We specialise in Financial Planning Services since 1988. As per Human Life Value, an Individual should have Life cover of 20-25 times of his/her annual income, and 10 times Health cover of annual income. Also planning for Retirement pension is equally important, so you can have passive income equal to future income at the time of retirement. Our Unbiased recommendations has help hundreds of families to fullfill their Short term & Long term Financial goals.

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Our Services:

 

  • 1. All Services related to LIC OF INDIA.
  • 2. Mediclaim and Health Insurance- Star Health Mediclaim and Religare Health Insurance.
  • 3. Planning for Retirement and Tax Free Pension.
  • 4. For Employer Employee Schemes.
  • 5. Financial Planning Child’s Education and Marriage.
  • 6. Group Health Insurance.
  • 7. Term Insurance Plan- AAA Rating Insurance Companies.
  • 8. General Insurance - Car Insurance, Two Wheeler Insurance, Workmen Compensation Insurance, Office and Storage Room Insurance, Building Insurance, Fires, Earthquake and Burglary Insurance
  • 9. Mutual Funds- AMFI certified Mutual Funds Distributor

Additional Services:

  • 1. Claim Settlement.
  • 2. Survival Benefit Dues.
  • 3. Maturity Dues.
  • 4. Death Claims.
  • 5. Change of Mode/ Change of Address/NEFT Registrations.
  • 6. Loan against policies (of all life insurance companies)

Get the top-class insurance products from LIC of India, TATA AIA, Star Health, Religare, and many more. Being an AMFI Certified Mutual Funds Distributor, we also assist you with mutual funds investments.

Our Achievements:

  • Zonal Club Member from Year of 2014 to 2017
  • Serving 995+ Families

Who are we?

Experts in life insurance and mutual funds investments.

We provide the finest financial advice to our clients. Our expertise spans across various domains such as retirement planning, mutual fund investments, and protection against a myriad of life risks. 

With our full-proof plans, you can attain a better financial position and achieve all your life goals.

We work with the best insurance companies in India to ensure that you receive top-notch insurance products in the market. We also provide Term Insurance as Virtual Financial Asset. 

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COMPANIES WE REPRESENT

For Insurance Services, Contact Us Today!

CALL 7506715559, 9820161747

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