Life Insurance

Life Insurance

Life insurance provides financial protection to beneficiaries in the event of the policyholder’s death. It ensures that dependents receive a lump sum or periodic payments, offering financial security. Various types, such as term, whole life, and universal life, cater to different needs and preferences.

Income Tax Objective

Silent Features

Required Document

Generally Required Financial Documents For Self Employed Category

    • All Certified Financials Statements for latest 3 financial years.
    • Bank statements.
    • Business and Personal Profile.
    • All Know Your Customer(KYC) Documents.
    • All legal and title/Property Documents to be offered as collateral.
    • Copy a Partnership deed (Applicable for a partnership Firm).
    • Copy of MOA & AA (Applicable for a Private Limited Company).


Generally Required Financial Documents For A Salaried Category

    • Latest 3 months company certified Salary Slips.
    • Latest 3 years company certified FORM No 16.
    • Latest 3 years Income Tax Returns.
    • Bank Statements.
    • All Know Your Customer(KYC) Documents.
    • All legal and title/Property Documents to be offered as collateral.