Insurance

Life Insurance Advisory

We guide clients in choosing the most suitable life insurance policies including term plans, endowment plans, ULIPs, and retirement-focused products to secure long-term financial goals.

Health Insurance Solutions

Assistance in selecting individual and family health insurance plans, including critical illness cover, hospitalization benefits, and cashless claim support.

General & Property Insurance

Expert guidance on property, vehicle, and liability insurance to protect personal and business assets against unforeseen risks.

Premium & Coverage Optimization

We help compare premiums, coverage, and benefits across multiple insurers to ensure cost-effective and optimal protection.

Claim Assistance & Support

End-to-end assistance in filing claims, documentation, and follow-ups to ensure smooth and hassle-free settlement.

Tax Benefits Advisory

Guidance on tax benefits available under Sections 80C, 80D, and 10(10D) of the Income Tax Act for various insurance policies.

NRI Insurance Services

Specialized support for NRIs to choose insurance policies compliant with regulations, including life, health, and property coverage with repatriation guidance.

Policy Review & Renewal Support

Regular review of existing policies to ensure adequacy of coverage, renewals, and policy optimization for changing financial needs.

Our Insurance Advisory Process

Requirement & Risk Assessment

Policy Selection & Comparison

Application & Documentation Assistance

Policy Issuance & Premium Payment Support

Ongoing Review, Claim & Renewal Assistance

Why Choose CAPITALEAZ for Insurance

✔ Wide range of insurance solutions
✔ Personalized advisory & coverage planning
✔ Transparent policy comparison
✔ Claim support and hassle-free settlement
✔ Dedicated support for residents & NRIs