Insurance Advisor
We are not another Insurance company, but we care about your coverage.
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Insurance Advisor
clear, concise and comfortably calming!
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so why break the bank?
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They say "Life is short", so be smart and
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Tanisha Maheshwari, as my Insurance Advisor, really listened to my health insurance needs and walked me through a detailed analysis of the best policies for my situation.
Rohan Kale
5/5
Working with 1% was a game-changer for me. They made me understand my insurance options and helped me find the perfect policy. I now have peace of mind knowing I'm well-covered. Highly recommended!
Dolly Rajesh
5/5
Nigel Sequeira provided clear, unbiased advice on my health insurance policy. He was honest and straightforward, helping me understand which option would be best for claims settlement. His guidance was both knowledgeable and reassuring.
Basava Hiremath
5/5
Nigel took the time to carefully review my ULIP policy and provided straightforward, professional advice on whether I should keep it or surrender it. His thoughtful approach really helped me feel confident in my decision.
Kamlesh Shewani
4/5
Thank you 1% Club for the amazing support seamless process with regards to insurance. I got the all the details and guidance from my mentor Hetvi and she helped me arrive at my insurance amount and choose the correct insurance company.
Achyuth Rupavataram
5/5
01
Insurance advice is essential for anyone who wants to protect their assets, manage risk, and ensure financial security for themselves and their loved ones. Whether you're an individual or a business owner, professional guidance can help you navigate the complexities of insurance.
02
Financial planning is important because it keeps your money goals in check.
By keeping an eye on what you earn, spend, save and invest, you ensure stability and security for you and your crew.
Creating a roadmap for your finances, helping you navigate through life's ups and downs while working towards a prosperous future. Without a solid plan, you might end up struggling to make ends meet or may miss out on big milestones like buying a home, starting a business or chilling out in retirement. So, by taking the time to plan your finances wisely, you can build a solid foundation for your financial well-being and achieve the things you want in life.
03
According to SEBI rules, Registered Investment Advisors (RIAs) can't earn commissions or brokerage fees from investment products. Instead, they charge advisory fees for their services. These fees usually vary based on your income or family situation. This setup ensures you get personalized financial advice without any hidden agendas or conflicts of interest.
04
Financial planning can encompass individuals or entire families. Those with spouses and children should ideally include the entire family's income and assets in the plan. This inclusive approach ensures that everyone is aligned with common goals, fostering better coordination and financial stability for the entire household.
05
Your financial advisor serves as your one-stop solution.
We believe in fostering two-way relationships. Your financial planner will proactively reach out to you on a monthly or quarterly basis to provide updates on your plan. However, if you need to connect between these scheduled updates, you can always schedule a meeting at your convenience.
Achieve Financial Independence with a Custom Goal-Based Strategy.
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