Welcome to

S B Insurance and Investment Services

SB Insurance & Investment Services will provide Multifaceted support to its customers in matters related to General Insurance & Life Insurance, Investments.

Welcome to

S B Insurance and Investment Services

SB Insurance & Investment Services will provide Multifaceted support to its customers in matters related to General Insurance & Life Insurance, Investments.

OUR SCOPE OF ACTIVITIES

  • Continual analysis, identification and evaluation of risks.
  • Risk management and loss control.
  • Planning, implementation and maintenance of your insurance Portfolio.
  • Providing costing, alternatives and advice with respect to insurance requirements and coverage.
  • Providing assistance in the general administration of your insurance management.
  • Negotiating with Insurer(s) concerning renewals and policy changes.
  • Effective claims management.
  • Conducting regular meeting wit your management to review the operation of your Insurance Portfolio.
  • Drafting tailor made policy to suit your specific requirements at the most economical cost.
  • Obtaining quotes on your behalf from various insurers and place before you the most comparative analysis and recommendations to facilitate you in taking decision for placement of your Insurance policies.

Services

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning.

Wealth Management

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a persons net worth. Wealth can be explained as assets minus liabilities.

Retirement Planning

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Products

Mutual Funds

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.

Life Insurance

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your familys peace of mind.

Health Insurance

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

Real Estate

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

Goal Planners

Child's Education Planning

Child's Marriage Planning

Dream Home

Dream Car

Dream Vacation

Family Protection

Retirement Planning

Custom Goal

Additional Wealth calculators

Crorepati Calculator

SIP Calculator

Future Value
Calculator

EMI Calculator

MUTUAL FUND FORMS

Top News

Stock

Indices

NFO

Market News

What our clients say

Mr. John

ABC Company

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Mr. Henry

XYZ Company

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Testimonial Name

Company Name

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Career

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Reach Us

We would like to introduce ourselves as one of the Risk Management & Investment Advisory Organisation in Mumbai.

SB Insurance & Investment Services will provide Multifaceted support to its customers in matters related to General Insurance & Life Insurance, Investments.

Address

Shivdarshan Shopping Complex, Shop No.34,
Old MHB Colony, Gorai Road,
Borivali( West), Mumbai – 400 091.

Email

advisor@sbinsurance.in

For assistance on claims contact:
claims@sbinsurance.in

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