OUR LOGO
It comprises five layers of essential steps to be followed in the financial security system, which are:
1. SAVINGS, BUSINESS & PROTECTION
3. INVESTMENTS, EXPANSION & GROWTH
3. TAX OBLIGATION
which are cared for by ‘C’ (with a capital ‘C’)
4. JOY OF ACHIEVEMENT
5. SUCCESSION/ DISTRIBUTION PLANNING OF WEALTH BY ESTATE PLANNING INSTRUMENTS (WILL or DEEDs).
This entire process is composed of insurance and investment planning. Therefore, AssetCare Investments and Insurance Marketing, securing Assets, Growth & Ambition for Legacy are here.
OUR TEAM
Our services team is headed by Mr. Pradip Kumar Sharma, who has been directly involved in the financial market since 2007 with the expansion of service portfolios as required by the changing dynamics of the market to cater to the need of consumers in the field of LIFE, NON-LIFE and stand-alone HEALTH INSURANCE companies as well as with investment industries, i.e., MUTUAL FUNDS, POST OFFICE SAVINGS, ESTATE PLANNING, EQUITY/STOCKS TRADING, BONDS, LOANS, NPS, TAX FILLING, etc. by successfully clearing various exams and training conducted by the regulatory body of the industries like IRDAI, NISM, SEBI, PFRDA, MUTUAL FUND HOUSES, etc.
The team also consists of other professionals like Chartered Accountants, Legal experts, and Management students of premier institutes for innovation and dynamism to ensure service quality and efficiency.
OUR ADVANTAGES
Customized services
We are passionate about crafting the right mix of financial solutions that match individual and Institutional client objectives with the returns and stability from the investment portfolios that assures achievement of financial goals and gives peace of mind of having a financial and succession planning place by opting for Insurance protection and estate planning instruments.
Digital presence
Our online portal and mobile applications enable clients to keep track of their portfolios, execute transactions, and place orders for services and schemes.
Right Selling
We insist on our consumers to follow a financial goal planning process with a road map of considering tax obligations, investment as per income and its duration, aligning every investment to financial goals, e.g., child education, retirement, wealth creation, securing of financial goals by opting for adequate Insurance protection, etc. Our more comprehensive partner network enables consumers to select their preferred investments and insurance institutions.
Relationship Management
With active management of communications and follow-up with Individuals, families, and institutions, we maintain a dedicated Consumer Relationship Management, supervised by the Company’s head, to deliver the most suitable schemes and services recommended by our team of professionals.
Our more comprehensive partnership network facilitates us to submit a request for Sales and services related to claims and endorsements, such as:
SALES
Our unbiased sales approach offers products and schemes from multiple companies, including specialists in their respective fields and discipline that are most suitable to individual and institutional profiles to meet their expectations.
SERVICE POST SALE
We also take care of services Such as:
Non-Financial Endorsement: Updating contact details, nominees, and other relevant details as part of our priority service component.
Financial endorsement: Applying for a loan, Assignment, mortgage, fund switching, annuities, revivals, top-up in premium and sum assured, and a host of other services.
Claims: Assisting for claims like Money back, Maturity, Death, Surrender, and all other forms of requests.
SERVICE PARTNERS
Our flexible contract policy with Companies and national brokers of financial industries has built a strong association with a group of companies and professionals, which helped us make our place into a common platform to provide sales and Claims for all the consumers across product portfolios.
Our Partners
