Protect your loved ones

The goal of insurance planning is to transfer financial risk away from you and your family and give peace of mind and confidence.

Do you have adequate coverage and products to meet your need?

Do you have enough liability and goal coverage?

Do you need the multiple insurance policies you are holding today?

Insurance Planning can provide the assurance you have the financial protection you need. It helps you to determine adequate coverage and analyze the type of insurance product suitable for the protection of your asset and the ability to create assets. Start your insurance planning today. It's never too early or late to start planning.

Suraksha Chakra Plan

Insurance plan created by experts for your loved ones
Detailed Risk Profiling
Understanding your Insurance Needs
Gap Analysis and Coverage Advice
Life and General Insurance Advice
Review of up to 10 Existing Policy
Delivery of Expert Plan


Sample Financial Report

Insurance Suraksha Plan

Why you should subscribe?

Keep Investing Simple

About Plan

A simple, convenient, holistic, and cost-effective subscription plan curated by our experts to transfer financial risk away from you and your family. As trusted RIA you will get 100% unbiased and customized advice and review of existing policy.

Achieve your Goals

Personal goals like your own home, child education, marriage, retirement, wealth creation, etc. gives you a reason to invest. We’ve got your future goal risks covered in our plan.

Risk Management

We review your policy whenever there is a change in your financial situation or life events aiming to reduce the risk of not achieving your goals and ensure your plan is on track.


We discuss the recommendation based on the information collected from you. We are here to support you in your financial journey and glad to listen and address all your concerns before the implementation of the plan.


Achieve what you dream with us


We provide a host of Smart features for simple, quick, and delightful investing like Risk Profiling, SIP, Goal-based Investing, Risk Management, Portfolio Rebalancing, and many more.


We recommend the best performing funds and durable instruments with solid fundamentals and time tested investing principles to build a well-rounded portfolio and create long-term wealth for our clients.


As trusted RIA, our advice is 100% unbiased and independent. We don't accept any commission and take a nominal advisory fee from our clients. We work for you hence our advice is completely aligned with your interests and financial goals.


We deploy bank-grade security with encryption. Your Mutual and Equity investments are safe with AMC and in your broker account and never pass through our bank account even during fund transfer.


We believe that investing should be a delightful experience just like any other online shopping experience. Therefore, we are working continuously to develop a one-stop investment solution platform that gives access to a wide range of investment products and services for a hassle-free investing experience.

Don't leave anything to chance and protect the ones you love

Talk to our experts now