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Personalized solutions through in-depth analysis of the financial profile of the clients
Focus on financial decisions from an individual and family perspective
Offers unparalleled convenience by providing a dedicated financial advice
With our years of experience, we provide the following services:
The Life Insurance Corporation of India (LIC) is an Indian state-owned insurance company. It provides life insurance products and services and also manages investments for the government. Its primary objective is to promote social security. SRI Insurance and Investment Solution helps people to find the right insurance to suit their needs and meet their requirements.
General Insurance offers personal insurance like health insurance and liability insurance, along with protection of property against burglary, fire, theft, ignition, etc. The insurance covers legitimate liabilities. We offer accurate insurance plans to the individual at pocket-friendly rates.
Financial planning is your chance to be your best self. It applies to all parts of life, not just your savings and investments. Financial planning can also be used to refer to broad concepts like retirement planning, health care, financial education. We help you to plan and create your financial health report so that you can see things in the big picture.
For all your LIC and General Insurance and Financial Planning need, you can simply connect with SRI Insurance and Investment Solution. We help you and assist you finding best solution for your problem.
We provide strategies and assistance to optimize capital efficiency, remit yield, and meet the customers’ long-term commitments.
With years of experience in the field of investment and accounting, we provide a variety of risk management and investment accounting solutions for insurers to enhance their understanding of finances and risk portfolios and to meet increasing demands for detailed reporting. Our skills and expertise help to improve process control and efficiency and assure timely, transparent reporting.
SRI Insurance and Investment Solution helps businesses and customers to manage their finance intelligently. For this we have:
We understand our clients’ needs and plan for their ultimate success.
With years of experience in financial planning, we have a strong understanding of debt, equity, and insurance products.
We drive results through expertise and experience. No matter how complex the issue is, we got your back.
Timing is key when it comes to financial prosperity. We execute the right trades at the right moment so that you can win!
Let us work together to find unique solutions and reach goals. Contact us for all your insurance/financial needs.
We provide strategies and assistance to optimize capital efficiency, remit yield, and meet the customers’ long-term commitments.
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