SECURE YOUR FAMILY

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Secure Your Family

Life is unpredictable and 3D (Death, Disease, and Disability) can affect your financial stability and goals. Secure your family so that they continue to live their dream. This is the one of the most neglected area of personal finance.

NRIs have their assets, investments, and insurances across many countries. Therefore, NRIs have a special need to look at their insurance coverage considering their insurance coverages across India and their country of resident.

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It covers some of the important questions in case 3D (Death, Disease, and Disability) strikes you/your family?

Does your family know about your investments, insurances, and assets in India and abroad?
Does your family know your financial advisor who can help them in receiving claims or transferring assets in India in timely manner?
Do you and your family know how much they will receive if anything happens to you?
Does your family know how to manage these finances optimally?

Expected outcome:

In addition to answering many of above-mentioned questions, it also provides a comprehensive view whether current coverage is sufficient to cover family needs in case of 3D strikes (Death, Disease, and Disability) or any adjustment is required to secure your family.

Your India Finances. Planned Wisely

Need expert guidance for your investments, taxation, insurance, or financial planning in India?
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

Neeraj Arora | AMFI-Registered Mutual Fund Distributor | ARN-265131 ARN Since: 02 Mar 2023 | Current ARN Validity: Until 10 Feb 2029

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