Insurance Solutions
Life, term, health and personal accident cover from insurers, with claim documentation help.
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For the years after work
Life after work needs a steady source of income. We facilitate the products investors commonly use while building a retirement corpus during working years and while drawing from it later.
This includes mutual fund schemes, retirement-oriented solution funds, Systematic Withdrawal Plans, annuity products from insurers and government schemes such as the Senior Citizens' Savings Scheme. You choose the mix; we handle the documentation and servicing.
What we help with
Here is what this service covers when you work with us.
- Retirement-oriented mutual fund schemes
- SIPs during your working years
- Systematic Withdrawal Plans (SWP)
- Annuity and pension products from insurers
- Senior Citizens' Savings Scheme and Monthly Income Scheme
- Nominee and documentation updates
How it works
From your first call to every service request after that.
01
Connect with us
Call, WhatsApp or visit our Bhopal office to tell us what you are looking for.
02
Complete KYC
We help with KYC, risk profile and account documentation for each product.
03
Choose and invest
Review scheme or policy documents we share, then decide and transact.
04
Ongoing service
Statements, service requests, renewals and periodic reviews, handled by us.
Points to keep in mind
- Retirement solution funds carry a lock-in of five years or until retirement age, whichever is earlier.
- SWP withdrawals redeem units and may attract capital gains tax; the corpus can reduce if withdrawals exceed growth.
- Annuity rates depend on the insurer and the option chosen and are fixed at purchase.
Disclosure: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Insurance is the subject matter of solicitation. Post Office scheme rates are notified by the Government and may change. The Investments Hub is an AMFI registered Mutual Fund and SIF Distributor (ARN-302730). Information on this page is for general awareness and is not a recommendation to buy or sell any product.
Other services
Post Office Schemes
Government-backed small savings schemes such as PPF, NSC, KVP, MIS, SCSS, SSY and RD.
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General Insurance
Motor, home, travel and shop insurance to protect the things you own and use every day.
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Call or WhatsApp us between 10:00 AM and 8:00 PM, or visit our office in Sonagiri, Bhopal.