If you are looking for “Complete Organising your Health Insurance Portfolio “, Buying Best Suitable Health Insurance Policy, Getting out of non-suitable Health Products by Portability, and have a disciplined process oriented Health Insurance Plan, this service is for you.
Important Facts for you to remember
- Your Cash Flow (Income, Expenses, EMIs, Insurance Premiums, Other savings etc.) .
- Your Net Worth (Assets and Liabilities)
What do we do ?
- Your Need Based Analysis will be done.
- Your Risk Profiling will be done, to help us understand YOU.
- We will help you Set and Prioritize Your Health Insurance Goals.
- Your Existing Policies will be Reviewed
- You will be suggested with Good Health Insurance Policies suitable to your Goals and Your Risk profile.
- Basic Tax Planning aligned with Policy and your needs.
- Basic Claim Settlement Guidance.
- Claim Service Counselling.
- We will Help you in Implementing the Recommendations, Monitor the Policy Issuance and do a timely review of the Health Insurance Portfolio . (Optional – Only if You Plan to buy from us)
Consultancy Fee Starts from 499