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Insurance planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind. Insurance recommendations provided by us include:

  • Life Insurance
  • Health Insurance
  • Personal Accident Insurance
  • Income Protection Insurance
  • Child Cover

If you have existing insurance arrangements, it is important to realise that both over-insuring and under-insuring can be costly. Your authorised planner will review these arrangements and ensure that you are appropriately covered.

The lost earnings can be experienced with the death, disability, estate settlement costs and its clear impact is seen on the financial well being. Thus by seeking the insurance planning assistance one can receive extensive relief in one’s overall financial status. Planning for covering all possible risks through insurance always turns out to be fruitful as well as satisfactory for each one of us.

Instead of considering insurance planning as an absolute tool towards the overall Financial Services, we misunderstand it by saying an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of excessive peace of mind through an effective insurance planning technique.

You must be thinking how insurance planning is associated with Financial Services? But the fact is that where Financial Services is a way of formalizing goals over time and creating a path to accomplish the benefits, the relevance of insurance planning cannot be left behind. As insurance planning assists in protecting you from adverse financial crises or losses which come across towards your wealth management.

Our Services

  • Fianancial Planning
  • Insurance Planning
  • Tax Palnning
  • Estate Planning

As our focus has always been in all clientèle level, we devise customized solutions for different clients suiting their financial goals fulfils. Our esteemed client's financial goals fulfil are paramount to us. The success of our clients is the biggest reward for us.View More


Services
  • Financial Services
  • Insurance Planning
  • Tax Planning
  • Estate Planning

  • Porto Website Template
  • AMFI Registered Mutual Fund Distributor

    AMFI Registration Number:
    ARN-173974
    Current validity of ARN - 20 /12/ 2026

Product
  • Mutual Fund
  • Life Insurance
  • Health Insurance
  • General Insurance
  • Fixed Income Product
Goal based Planning
  • Child Education
  • Child Wedding
  • Dream House
  • Dream Car
  • Dream Vacation
  • Family Protection
  • Retirement Planning
  • Custom Goal
Contact Us
  • Address: Shop No. 7, Samarth Nagar, Village Road, Bhandup (W), Mumbai- 400078
  • Email: info@assetvilla.com
  • Mobile: 07021154842
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