Our Approach

Our Objective is to create Wealth for our Clients through quality and conflict free Goal based Investment and Financial Planning advice.

We are experts at what we do and for us our success lies only in making our clients meet their Goals and Objective

The solutions we provide are not an automated service – it is a very personalized service where our team would personally analyze your details and prepare a financial plan for your unique situation.

 

 

Services

Benefits of Investing with us

Online Investments Reports, Dedicated Manager, Asset Allocation, Periodic Portfolio Review, Paperless Transaction, Mobile Apps for Portfolio viewing and transactions

Wealth Management

Growing your wealth, preserving it for your family and leveraging it intelligently is possible only if all the above three aspects are taken into account. And we at corpusmoney have expertise in Wealth Management since 2008

Financial Planning

Financial planning is a multi-step process that provides you with two important things: An in-depth review of your current financial situation, and a blueprint that shows you how to achieve your goals and future objectives. Don’t just dream… Plan! ‘Let us help you plan for the years ahead.’

Investment Planning

Single Goal Plan, Child Education Plan, Child Marriage Plan, Retirement Plan

Mutual Funds

Domestic Mutual Funds (all AMCs). Purchase Transaction, Redemption Transaction, Switch Transaction, New Fund Offer (NFO), Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Asset Allocation, PMS, Mutual Fund Online Transaction Facility, All type of Online Portfolio Report

Health Insurance

Individual Health Policy, Family Floater/ Health Policy, Surgery Cover, Comprehensive Health Insurance, Group Health Insurance, Mediclaim Policy, Critical Illness, Senior Citizen Health Insurance, Group Personal Accident, Cancer Insurance

Life Insurance

Term Insurance, Group Life Insurance Cover

Vehicle Insurance

Car Insurance, Two Wheeler Insurance, Third Party Insurance, Commercial Vehicle Insurance,

Overseas Travel Insurance

Domestic Travel Insurance, International Travel Insurance, Student Travel Insurance, Medical Travel Insurance, Group Travel Insurance, Senior Citizen Travel Insurance, Family Travel Insurance, Multi Trip Travel Insurance, Single Trip Travel Insurance, Corporate Travel Insurance

General Insurance

Motor Insurance, Health Insurance, Travel Insurance, Home Insurance, Marine Insurance, Rural Insurance, Commercial Insurance, Property Insurance, Householder, Fire Insurance, Crop Insurance, Burglary Insurance

Office Package Insurance Policy

Offers Policy for such Offices as Commercial Offices, Government Policy, ITES and BPO Call Centres, Software Development Office, Office Premises including Warehouse and Manufacturing Premises

NRI Services

Mutual Funds Services, Life Insurance, Health Insurance, Portfolio Management Services (PMS), Bonds, Fixed Deposit,

Bonds and FD’s

-Fixed Deposits of companies -Government/ RBI/ Infrastructure bonds