Financial Planning/
Portfolio Management

While managing your Portfolio, we take into account your specific financial objectives, expectations, risk threshold, besides other considerations.

Protect your family while saving tax.

Term life insurance is a risk management policy where you pass on your financial risk to the insurance company by paying a minimal premium amount.

Medical Insurance

(Cashless Mediclaim)

Sanjivani provides a variety of Health Insurance Plans & Mediclaim Policies that offer financial security to meet health related contingencies.

Leaving with family for a weekend getaway?

Just think of all the assets you possess like your home, car, jewellery and other valuables. What if you lose all of it due to some fire, theft or a natural calamity?

Easy to understand mutual fund plans.

Mutual Funds are a part of the Equity Funds sector, also referred to as the 'Banking & Financial Services Fund'.