Life is very uncertain and everybody wants to give the best standard of living to their families but it is very  difficult to do without proper understanding of their own current as well future financial needs. 

There are multitude Life Insurance Companies in the market with having different types of plans.

As per market survey people want to buy life insurance from the advisor rather than online because there are so many terms and conditions apply for each plan, and required future services too so they prefer to buy from a person who has minimum 5 years of experience with the industry and having sufficient knowledge of product and services.

 
  • Life is very uncertain and everybody wants to give the best standard of living to their families but it is very difficult to do without proper understanding of their own current as well future financial needs. 
  • There are multitude Life Insurance Companies in the market with having different types of plans.
  • As per market survey people want to buy life insurance from the advisor rather than online because there are so many terms and conditions apply for each plan, and required future services too so they prefer to buy from a person who has minimum 5 years of experience with the industry and having sufficient knowledge of product and services.

What We Provide

Life Insurance

Life Insurance

A life insurance contract is an agreement between an insurance policyholder (or an insurer) and an insurance company. The insurer promises to pay a certain amount of money in return for a premium, either after a specified period or upon death. Life insurance provides financial protection for you and your family.

The primary purpose of life insurance is to provide financial benefits to surviving dependents upon the premature death of an insured person. 

 

Health Insurance

Medical inflation is expanding consistently, making treatments costly. If you get hospitalized for an actual sickness or way of lifestyle disease, you might wind up losing every one of your savings. 

The best way to manage the cost of hospitalization with best medical treatment, one should buy adequate amount of health insurance.

NRI Insurance

NRI/PIO/OCI highly preferred to invest in India because of many investment avenues: real estate, mutual funds, FD, life insurance, etc.

  • Easier repatriation of investment returns.
  • One of the highest returns generated in equity markets.
  • Double taxation treaties with most countries.
  • Economic growth.
  • Intrest rate arbitrage.

Portfolio Management

Portfolio management is the selection, prioritisation and control of an organisation’s programmes and projects under its essential goals and ability to convey. 

Our goal is to adjust the execution of progress drives and the maintenance of business-as-usual while at the same time upgrading profit from the venture.

Why Choose Us?

        You Control Your         Money 

Having vast 19+ Years Industry Experience

Specially designed product for NRI OCI PIO

Lifetime end to end support

   You Control Your                   Money 

Having vast 19+ Years Industry Experience

Specially designed product for NRI OCI PIO

Lifetime end to end support

Companies we have been working with

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Our Achievements

Our Happy Clients!

I am delighted to share my experience with my Insurance Adviser, Sonal Shah. I have known her for the past 25 years. Apart from that, she’s an amiable and cheerful person. But beyond this, she is very conscientious, trustworthy, and reliable.

Viral Bhatt

Times Of India

We are so thankful for sonal shah, our insurance adviser, for giving us the right advice and being honest, trustworthy, very friendly, and reliable service. It’s our pleasure to be associated with sonalben for the last 10 years in all insurance matters, and she is always available for any insurance concern. So many thanks to Sonal Shah.

Amish Kothari & Jalpa Kothari

Chartered Accountant

I am delighted that Sonal is my adviser; for the last 19 years, I have been associated with her, and her knowledge, services, and perseverance towards duty are appreciable. I have been highly impressed by her work; she is always there for her commitment, so I feel safe and secure about my insurance and investment in future

Ashit vyas

Advocate

OUR SERVICES

  • Life Insurance
  • Health Insurance
  • Business Insurance
  • NRI Insurance
  • Portfolio Management
  • Mutual Fund Investment

GET IN TOUCH

9879793339
 sonalhap@yahoo.com

With 19+ experience in the Life Insurance Industry, we help people to give the best and most suitable solutions. Consult us today and secure your future plans.

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 Phone Number

             +91 9879793339

 Email Id

             sonalhap@yahoo.com

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Why Choose Us?

  Power Of One Asia Challenge Cup

  NYLI Award Winner

  KINDER BROTHER INTERNATIONAL Leadership Excellence Award

  Certified LIFE INSURANCE SALES PROOFESSIONAL

  Life Insurance Market Research Association(LIMRA)

  GPS SEAL OF EXCELLENCE AWARD 

  EXECUTIVE COUNCIL AWARDS

  Million Dollar Round Table (MDRT)