Products & Services
I provide personalised insurance guidance to individuals and families as an authorised advisor with Kotak Life Insurance and Star Health Insurance.
My approach is simple — understand your responsibilities, financial goals, and risk profile first, and then guide you towards suitable protection solutions.
Life Insurance Guidance
(Authorised Advisor – Kotak Life Insurance)
Life insurance is a responsibility towards your family’s financial security. I assist clients in selecting suitable plans based on their life stage and long-term objectives.
Term Insurance
Pure life protection designed to secure your family’s income in case of unforeseen events.
- Ideal for earning members
- High coverage at affordable premium
- Ensures financial stability for dependents
Retirement / Pension Planning
Structured solutions to create income after retirement.
- Helps build retirement corpus
- Provides financial independence in later years
- Supports long-term stability
ULIP (Unit Linked Insurance Plans)
Insurance protection combined with market-linked growth potential.
- Suitable for long-term wealth building
- Combines protection and investment
- Ideal for disciplined financial planning
Wealth Creation & Long-Term Savings
Goal-oriented savings solutions to build financial security over time.
- Child education planning
- Asset creation
- Long-term disciplined savings
- Life Insurance Guidance
Helping individuals and families understand suitable life insurance options for long-term protection.
Health Insurance Guidance
(Authorised Advisor – Star Health Insurance)
Rising medical expenses can disturb long-term savings. Health insurance ensures financial protection during hospitalization and medical emergencies.
I assist clients in selecting suitable Star Health plans such as:
- Individual Health Plans
- Family Floater Plans
- Senior Citizen Plans
- Critical Illness Covers
- Top-Up & Super Top-Up Plans
The objective is to protect your savings and ensure peace of mind during difficult times.
Why Choose My Guidance
Choosing an insurance plan is not just about purchasing a policy. It is about securing your family’s future responsibly.
✔ Personalised Need Analysis
Every family situation is unique. I understand your income, goals, and responsibilities before recommending any plan.
✔ Ethical & Responsible Recommendations
Plans are suggested based on suitability, not sales pressure.
✔ Assistance in Documentation
Support from proposal stage to policy issuance to avoid errors.
✔ Claim Support Guidance
Guidance during claim process when you need assistance the most.
✔ Long-Term Relationship
Periodic review and continued support as your life stage changes.
Other Services (Upcoming)
- Blog Writing
- Content Writing
- Creative Support (Canva-based designs)
More details will be shared gradually.