How We Solve Real Financial Challenges

The-Young-Professional

Case Study

Case 1: The Young Professional

Profile: 28-year-old, ₹8 LPA, newly married

Challenge: Maximum protection, minimum premium

Solution:

  • - ₹ 1 Crore term insurance ₹850/month
  • ₹ 10 lakh family mediclaim₹750/month
  • SIP for wealth creation: ₹ 5,000/month Outcome: Complete protection + wealth building for ₹ 6,600/month

Case Study

Case 2: The Business Owner

Profile: 42-year-old entrepreneur, fluctuating income

Challenge: Flexible planning with guaranteed returns

Solution:

  • ULIP with flexible premiums
  • Business loan protection
  • Retirement corpus building Outcome: ₹ 1.5 lakh annual tax savings + secured future
The-Late-Starter
The-Business-Owner

Case Study

Case 3: The Late Starter

Profile: 48-year-old with no retirement plan

Challenge: Building corpus in limited time

Solution:

  • High-yield pension plan
  • Immediate annuity options
  • Health coverage for retirement Outcome: ₹ 50,000 monthly retirement income guaranteed