HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
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About us
Goyal Insurance, welcome you to provide all the customers, accurate information & services they might require on their fingertips at a time of their convenience. Goyal Insurance have been working as a customer focused advisory. Goyal Insurance believe in keeping Team continuously updated by a strong regimen of self-study & engagement in industry level trainings & seminars. Through this we ensure a relevant & current advisory for our clients at all times.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
“I find that Goyal Insurance offers a transparent learning experience to customers. I will keep referring and keep investing with you.”
Manoj Lohat
Goyal Insurance has done an excellent job of transforming my investment mindset.
Vijay Gupta
Goyal Insurance are much better than that offered by any other financial services company. You are the best and your system is great!
Raju
I have been a customer of Goyal Insurance for the past 6-7 months and I have only praises for their service. They are very professional, courteous and do what they promise
Manoj Singh
I must appreciate your team and the wonderful service I have received from you over these years. The proactive and customer-friendly staff always goes the extra mile to make sure the customer doesn’t have to face any hassles. Thanks to the wonderful investment service I have received from you, all my family members and a few of my friends now have active accounts with you. All the very best and please continue the great work!
Mahender Sharma
I just love your services!
