Vision: "To safeguard the economic well-being of individuals and their assets."

Mission:"Our mission is to educate individuals about the value of insurance and guide them toward comprehensive financial protection."

Insurance Insight

This section helps you understanding different categories of insurance and its importance.

• Doctors Professional Indemnity Policy

• Health Insurance

• Public Liability Insurance

• Group Mediclaim Policy

• Fire Insurance

• Group Accidental Policy

• Workers Compensation Policy

• Hospital Professional Indemnity Policy

• Directors & Officers Policy

• Motor / Travel / Event Insurance

• Life Insurance

• Business Insurance

• Cyber Safe insurance

• Home Insurance Policy

• Wedding Insurance

Why do we need insurance?

Insurance helps you:

• Own a home, because mortgage lenders need to know your home is protected

• Drive vehicles, because few people could afford the repairs, health care costs and legal expenses associated with collisions and injuries without coverage

• Maintain your current standard of living if you become disabled or have a critical illness

• Cover health care costs like prescription drugs, dental care, vision care and other health-related items

• Provide for your family in the event of a death

• Run a small business or family farm by managing the risks of ownership

• Take vacations without worrying about flight cancellations or other potential issues

Take the time to review your policies and contact one of our helpful Financial Advisors to answer your questions or get advice. A little knowledge can make a big difference when it comes to buying the right insurance protection for you and your family.

Insurance is a way of managing risks. When you buy insurance, you transfer the cost of a potential loss to the insurance company in exchange for a fee, known as the premium. Insurance companies invest the funds securely, so it can grow, and pay out when there’s a claim.

POINTS TO KEEP IN MIND BEFORE BUYING INSURANCE

Buying insurance is crucial for you and your family’s well-being. It is also imprtant to secure your property and business. However, you must exercise caution and properly acquaint yourself with the terms of the insurance policy that you wish to buy.

It is never about returns

Most people don’t opt for insurance plan because if the insured event does not happen in the policy period, then premium paid is not refunded. However, we are missing the big picture here; insurance plans aren’t about returns, they are about securing your financial and income earning asset.

Does your business have adequate insurance?

Most Business Owners are dependent on their business to generate positive cash flow and so it is important that business owners periodically check that they have adequate insurance to cover them in the event that something unforeseen happens. Making sure that your assets are adequately insured and that you can continue should something go wrong is an integral part of running a successful business. Insurance helps business owners to maintain financial stability after a loss, and the Insurance Companies goal is to help a customer get back to where they were before the loss occurred.

Different Products to meet Specific Insurance Needs

Insurance policies come in various forms, each tailored to suit individual needs.
Explore the categories below to find what best fits your requirements, and send us your request.
Our consultation services are completely free, and we’re here to guide you through every step of the insurance buying journey.

Contact Us

Get in touch for inquiries about our mutual fund services.