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Insurance Advisory Services

Siddhi Wealth provides a full spectrum of insurance solutions, tailored to safeguard individuals, families, and businesses from financial uncertainties. With a deep understanding of client needs and regulatory compliance, Siddhi Wealth ensures that every policy recommendation aligns with long-term security and peace of mind.

Types of Insurance Offered:

  1. Term Insurance: Provides financial security to your family in the event of an untimely demise. Offers high coverage at affordable premiums, making it a cost-effective way to ensure your family’s financial independence.
  2. Life Insurance: Helps create a safety net for dependents by providing a lump sum or periodic payments. Includes endowment plans, ULIPs, and whole life insurance for wealth creation along with life coverage.
  3. General Insurance: Protects against unforeseen events like property damage, theft, or natural disasters. Covers a wide range of assets, including home, travel, and personal belongings.
  4. Motor Insurance: Mandatory for vehicle owners, providing coverage for accidental damages, theft, and third-party liabilities. Options include comprehensive and third-party liability policies.
  5. Health Insurance: Covers medical expenses arising from hospitalization, surgeries, and critical illnesses. Offers individual, family floater, and senior citizen plans tailored to varying needs.
  6. Commercial Insurance: Designed to protect businesses against risks like fire, theft, liability, or employee injuries. Includes policies such as property insurance, professional liability, and business interruption insurance.

Ensures comprehensive risk management

Siddhi Wealth’s IRDAI-approved advisors bring a wealth of expertise and a client-focused approach to insurance planning. By offering a wide range of policies and tailoring solutions for unique needs, Siddhi Wealth ensures comprehensive risk management, providing security and peace of mind at every stage of life.

Frequently Asked Questions

Siddhi Wealth offers mutual fund investments, insurance advisory, pension and retirement planning, fixed deposits, PMS, real estate consulting, and Gold ETFs.

As an AMFI-authorized distributor, Siddhi Wealth provides access to 40+ AMCs, offering tailored investment solutions across equity, debt, hybrid, and tax-saving funds.

Siddhi Wealth offers term, life, health, motor, commercial, and general insurance, helping clients choose the best coverage for their needs.

Yes, Siddhi Wealth specializes in retirement plans, including NPS, Atal Pension Yojana, Vatsalya Yojana, and customized pension solutions.

Starting a SIP is quick and easy with Siddhi Wealth. Simply complete your PAN, KYC, and bank linking, and choose a fund to begin.

Yes, Siddhi Wealth offers tax-saving mutual funds like ELSS and provides advisory on plans that maximize tax benefits.

Siddhi Wealth focuses on expert guidance, diversified options, regular portfolio reviews, and aligning investments with individual financial goals.