Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind.
If you have existing insurance arrangements, it is important to realise that both over-insuring and under-insuring can be costly. Your authorised planner will review these arrangements and ensure that you are appropriately & adequately Insured.
The lost earnings can be experienced with the death, disability, estate settlement costs and its clear impact is seen on the financial well being. By seeking the insurance planning assistance one can receive extensive relief in one’s overall financial status. Planning for covering all possible risks through insurance always turns out to be fruitful as well as satisfactory for each one of us.
Instead of considering insurance planning as an absolute tool towards the overall financial planning, we misunderstand it by Calling an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of absolute peace of mind through an effective insurance planning technique.
You must be thinking how insurance planning is associated with financial planning? But the fact is that where financial planning is a way of formalizing goals over time and creating a path to accomplish the benefits, the relevance of insurance planning cannot be left behind. As insurance planning assists in protecting you from adverse financial crises or losses which come across towards your wealth management.

AMFI Registered Mutual Fund Distributor
ARN-58571

BSE Star MF
BSE Member code:- 30306
SHRIDHAR INVESTMART
Near Devidayal School
Opp More Apt Maratha Kolsewadi
Kalyan (E) 421306
+91 9819020860
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – 58571 | Date of initial registration – 28 FEB 2008 | Current validity of ARN – 28 FEB 2028
AMFI Registered Mutual Fund Distributor – 335247 | Date of initial registration – 26 JULY 2025 | Current validity of ARN – 11 JULY 2028
AMFI Registered Mutual Fund Distributor – 335258 | Date of initial registration – 26 JULY 2025 | Current validity of ARN – 11 JULY 2028
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