Insurance Solutions

Client Associates Insurance Solutions (CAIS) is a built-in capability function to provide need-based insurance solutions to our clients. We work through partners and ensure the overall guidance is in line with the portfolio demands. Our independent and non-conflicted approach leading to an unbiased advice is appreciated by clients. The team’s knowledge as financial advisors has been helping them in cases of Health & Medical Insurance, Succession through Insurance (Key Man Risk), Replacement to tax free bonds, Pure Risk Plans, Married Women’s Property Act etc. As a top wealth management company in India, providing holistic insurance solutions is a key part of our services.