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Life has become uncertain in the current environment. The past few years have made us see the uncertainty surrounding our life and health, in addition to many other challenges. This would have come as a surprise for many but now this is the well-accepted reality of life. Our financial planning is incomplete unless we provide protection against these uncertainties of life.
Today, insurance has become a critical element of your financial planning. Generally, there are three critical elements at the heart of any financial planning –
Wealth Creation – Investment & portfolio planning for financial well-being and meeting life goals.
Wealth Transfer – Management and transfer of wealth to the next generation.
Wealth Protection – Ensuring your wealth does not erode due to any uncertainty, through insurance.