Insurance Agent, Broker Or A Financial Planner, We Have Lots Of Names But At The End We Want You To Have A Proper Financial Plan To Achieve Your Goals. We are in this industry since more than 20 years and have made Financial Plans for more than 100 Families. We are continuously upgrading ourselves with new information and technology.
“ Buying Insurance cannot change your life but it prevents your lifestyle from being changed. You will not turn bankrupt because of buying Insurance but you will cause your loved ones to turn bankrupt if you don’t. ” – JACK MA
1. Awarded by LIC as Zonal Manager 2004 Champion
2. Regional Conference at Goa in the year 2010 awarded for excellent performance
3. International Health Conference held at Bangkok in the year 2011 awarded for outstanding performance
4. Corporate Trophy LIC in the year 2016
5. Award for Outstanding Performance in Health Insurance Contest at SriLanka in the year 2017
6. Certificate of Achievement in General Insurance Business presented at Thailand in the year 2018
7. Qualified as an MDRT in 2018
8. Certificate of Excellence in General Insurance Health Business in 2019
Insure & Invest Has a Wide range of Financial Planning products at its Fingertip. We have various leading Companies associated with us. Our goal is on meeting the essential Financial Protection needs of the client, be it an Individual, Family or Business, by offering a wide range of items under one rooftop.
At Insure & Invest we are focused on consistently working towards adding new products and services for the Customers. We intend to build better relations with them by offering 24 / 7 assistance. No Compromisation will be done when it comes to serving our valued Customers.
As a Distributor we have presence in the Financial industry since more than 20 years. We have what it takes to establish a Long Term Relationship with the Customer. We are in position to relevantly envision and convey the expectations of the Client.
At the core of Insure & Invest is the solid vision of “Overall Financial Well - Being and Wealth Creation for Customers ”. In accordance with this way of thinking, we Work towards offering Unbiased, Customer Driven and Quality Products & thoughts to Customer. The motive is to offer Right Products, at the Right Time with the Right Advice to the Customer as per his / her needs. For us, the Long - term relationship with the Customer is what is Significant.
Insurance is a way to Protect ourselves from Financial loss. It is a form of Risk Management, mainly used to Protect against the risk of uncertain Loss against the payment of small amount called Premium.
1 Protection of You and Your family
2. Reduce stress during difficult times
3. To enjoy Financial Security
4. Peace of Mind
5. A legacy to leave behind
6. Tax Saving
To Invest is to allocate your money in the expectation of some benefit in the future. The benefit from an Investment is called as Returns.
1. Long Term Financial Security
2. Helps reaching your Financial Goals
3. Financial Income
4. Retirement Fund
5. Beats Inflation
6. Higher Returns
7. Tax Efficiency