Take an Appropriate Investment Decision with Vidhya Consultancy

Are you thinking about taking insurance services? If your answer is yes, then don’t look further, you just landed at an ideal place “Vidhya Consultancy”. This is the most prominent place which offers the unmatched quality insurance and investment services in Mumbai, India. This well-known consultancy is run by an experienced as well as knowledgeable insurance consultant “Vivek Ajit Thakkar”.
As we know, the insurance field is dynamic in nature. In simple words, we can say that the insurance industry is facing lots of changes from time to time. If you want to move with this change then without any second thought take investment and insurance services from us.

Take care of your hard-earned money through Investment and Financial Management Services

In this fast-growing and competitive world, every person wants to get ahead of other people. If you also want to do something different to earn maximum profit, then, first of all, take investment and financial management services. These services are the most important if you really want to cross the market fluctuations successfully. Having many years of experience in the consultancy field, Vidhya Consultancy offers qualitative financial management services by which you can easily understand how to invest the right amount of money at the right place. We have gained expertise in the field of banking, finance, taxation, and insurance. These all are the parts of financial management services.
As we know, the insurance field is dynamic in nature. In simple words, we can say that the insurance industry is facing lots of changes from time to time. If you want to move with this change then without any second thought take investment and insurance services from us.

Investment and Financial Management Services

What is Insurance?

Insurance is a great term which provides complete safety to you and your property against a possible potentiality. In simple terms, we can say that insurance is a legal agreement in which you pay some amount of your hard earned money to an insurance company and they pay money to you if something happens eventuality.
There are different types of insurance such as:

  • Life Insurance
  • Health Insurance
  • Motor Insurance
  • Fire Insurance
  • Travel Insurance
  • Property Insurance
  • Marine Cargo Insurance

Procedure for Taking Insurance Policy:

After understanding about insurance if you want to get knowledge about the procedure of taking insurance policy, then we provide 6 different steps which involve in insurance process such as:

  • First of all, calculate the amount of insurance you exactly require.
  • Choose the product which suits you perfectly hinge on your life stage as well as the need.
  • Calculate the premium amount which you have to pay on the basis of the product you choose.
  • After all these types of formalities, you can keep in touch with an insurance provider.
  • After that, a contacted insurance consultant will help you in filling up of a proposal form.
  • And the last and important step, after evaluating all parameters, you have to submit all documents which are notified by an insurance provider.

Need and Benefits of Purchasing Insurance Policy:

As everyone knows, problems can come anytime. Our life is full of risk as well as uncertainties. So, insurance is a safety cover which protects you, your family and your valuable property. It is highly known as a financial product that eliminates the cost of loss.
Here are some incredible benefits of insurance which you can enjoy after purchasing insurance policy such as:

  • This is an amazing financial product which gives complete security and safety to you and your business.
  • It helps to generate long-term financial resources.
  • The insurance policy helps to promote the economic growth.
  • If you face any type of medical emergency, the insurance policy provides complete support in financial terms.
  • It helps in reducing the fear of risk.

Documents Required for Buying insurance:

If you are thinking about purchasing any type of insurance policy then you should know about some essential documents which you will need such as:

  • Your basic KYC details like Photo, PAN Card, Aadhar Card.
  • You need to submit 2-3 years ITRs and any other income proof.

So, think less and do more. It’s a right time to do something amazing for yourself and your family. For more details visit Vidhya Consultancy and get a better solution for your problem through experienced professionals.

Services We Offer

Motor Insurance
Fire Insurance
Fixed Deposit
Mutual Fund
Health Insurance
Property Insurance
Travel Insurance
54EC Bonds
Marine Cargo Insurance
Life Insurance
Financial Management

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