FINANCIAL DISTRIBUTOR

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Financial Distributor

Financial Distributor is a continuous process in which we assist you in defining your goals, estimating the cost of your goals and drafting a plan to achieve the same.

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning. We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals

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Why is Financial Plan important?

Are you wondering why you’d need a financial plan

Are you shrugging off the idea saying you can achieve your goals without one? We assure you, you cannot.

Say you have a goal – You want to be win a marathon. Will you analyse your strengths and weakness and practice accordingly or will you do no practice and directly run a marathon?

In which scenario are you chances of winning higher?

This is what a financial Plan does.


  • Check if the company selling the policy is registered with IRDAI.

  • Make sure you buy the policy through a genuine licensed agent or broker.

  • Read the policy brochure/ prospectus carefully and get to know what the policy covers and does not cover


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