
Helping you plan a bright future!
Since 2001, I have helped create portfolios to meet long-term financial goals. Do you have questions about Life Insurance, Health Insurance, Individual Income taxes, and/or retirement planning?
Well !! We would be glad to help.
We analyze your goals and compare them to your existing Insurance policies ( if any). We recommend you the most suitable option that will cater to your financial protection needs . It is advised that you should consult your Financial Advisor/ Company Representative before purchasing any Insurance policy
We would only provide answers to your queries and equip you with the knowledge to make an informed decision. You can count on our unbiased recommendations and impartial guidance as we don't engage into any activity related to solicitation of Insurance policies.
Please contact us if you cannot find an answer to your questions.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes like Medical emergencies.
It should start with your goals , objectives, Medical Conditions , from where we will recommend investment policies, retirement plans, tax planning, as well as Health Insurance plans.
You should review your plans annually, or before any major life transition.
It is never too early or late to get started on your financial risk protection goals. Tell us more about your goals, and we will get you started on options to achieve them.
write to us at munish@duggals.co.in
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