Frequently Asked Questions
Everything you need to know about our wealth advisory services
FAQ Categories
Insurance
We advise on life insurance, term insurance, health insurance, vehicle insurance, property insurance, and ULIPs. Our advisors compare policies across major insurers to recommend the best fit for your needs.
Our advisors begin with a needs assessment — analysing your income, dependants, liabilities, and risk profile. Based on that, we recommend plans that offer adequate coverage without over-insuring.
Yes. We provide end-to-end claims assistance — from documentation and filing to follow-up with the insurer — to ensure your claims are processed smoothly and efficiently.
We recommend reviewing your insurance portfolio at least once a year, or whenever there is a major life event such as marriage, childbirth, a new home, or a significant salary change.
Demat Account
A Demat (Dematerialised) account holds your securities — stocks, bonds, mutual funds — in electronic form. It is mandatory for trading in the Indian stock market and makes buying, selling, and tracking investments seamless.
With our assistance, a Demat account can typically be opened within 1–3 business days. We handle all the paperwork, KYC verification, and broker coordination on your behalf.
A Systematic Investment Plan (SIP) allows you to invest a fixed amount in mutual funds at regular intervals. It is ideal for disciplined, long-term wealth creation and benefits from rupee cost averaging. Our advisors will recommend suitable SIPs based on your goals and risk appetite.
Yes. We offer periodic portfolio reviews, rebalancing recommendations, and investment strategy adjustments to keep your portfolio aligned with your financial goals and market conditions.
Real Estate
We help you identify suitable properties based on your budget and investment goals, conduct due diligence, provide accurate valuations, assist with legal documentation, and negotiate on your behalf to get the best deal.
It depends on your investment horizon and goals. Residential properties typically offer lower yields but are more stable. Commercial properties offer higher yields but require larger capital and carry more risk. Our advisors will analyse your situation and recommend the right approach.
Yes. We work with leading banks and NBFCs to help you secure the best home loan rates and terms. We assist with documentation preparation, application submission, and follow-up to ensure timely loan approval.
Our legal due diligence covers title deed verification, encumbrance certificate check, building approvals, RERA registration status, land use compliance, and review of sale agreement terms to protect your investment.