Financial Solutions for Families
Your money, in simple terms
Every family juggles today's expenses with tomorrow's goals: a home, the children's education, a comfortable retirement. A sudden illness or the loss of an income can upset all of it.
We help families put the essentials in place first, protection for the people who depend on you, and then build steady savings towards each goal.
Your insurance, investment and planning needs
Each item links to a page that explains it in more detail.
Protection
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Life cover for the earning members
If something happens to you, your family keeps its income, home and plans.
Term insurance -
Health cover for everyone
One family floater policy pays hospital bills for the whole family.
Health insurance -
Your home and vehicle
Cover against fire, theft, floods and accidents.
General insurance
Investment
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Regular saving with a SIP
A fixed amount each month, growing towards your family's goals.
SIP investment -
An emergency fund
Three to six months of expenses kept somewhere safe and easy to reach.
Liquid funds -
Tax-saving that fits your goals
Use Section 80C and 80D deductions on investments you would want anyway.
Tax planning
Planning
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Children's education
Put a figure on future fees and save steadily to meet them.
Child education planning -
Retirement
Make sure you never have to depend on your children.
Retirement planning -
Nominations and a will
So everything you have built reaches your family smoothly.
Estate planning
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.
Consultation, comparison, planning and ongoing support
Consultation
A free conversation about your situation, priorities and goals.
Comparison
Options from several insurers and fund houses, explained side by side.
Plan & set-up
A clear, prioritised plan, with all the paperwork handled for you.
Ongoing support
Renewals, reviews and claims support for as long as you need us.
For Families: common questions
With protection: adequate life cover for each earning member and health cover for everyone. Then an emergency fund, then saving for goals.
Usually 10 to 15 times the annual income of each earning member, plus loans. Try our life cover calculator.
For young families a floater is usually more affordable. Older parents are often better covered by a separate policy. We will compare both for you.