-
Why Life Insurance Policy is Important?
What is a Life Insurance Policy? A life insurance policy is a legal agreement between […]
-
TOP 3 BENEFITS OF SIP IN MUTUAL FUNDS
Why Invest in Mutual Funds through SIP? Investing in mutual funds through a Systematic Investment Plan […]
-
FINANCIAL GOALS TO ACHIEVE BEFORE TURNING 40
Essential Financial Goals to Achieve Before Turning 40 As we progress through different stages of […]
-
GROWTH V/S VALUE INVESTING: WHICH ONE TO CHOOSE?
Understanding Growth vs. Value Investing Investors have a variety of strategies and options when it […]
8 Canning Street, Kolkata-700001
sourabhrathi2014@gmail.com
+918777322399
10 AM – 6PM
Reduce risk and keep life good
Saving Money is Wise, But Investing Your Money Can be Even More Rewarding.
Mutual Funds & ETFs
Mutual funds and ETFs can hold diverse portfolios of assets, including stocks, bonds, or commodities, and are subject to the same regulatory guidelines regarding permissible holdings.
Health Insurance jmmm
Health insurance is an agreement between an individual and an insurance provider, offering financial coverage for healthcare expenses. The policyholder pays regular premiums, and in return, the insurer covers various medical services.
General insurance
General insurance, also known as non-life insurance, encompasses policies like automobile and homeowners insurance, which provide payouts based on losses from specific financial events. Generally, it refers to all types of insurance that do not fall under life insurance.
Insurance Benefit
We focus on customers benefit
Insurance policies like ULIPs give you investment opportunities and help you fulfil your essential financial goals.
- We can save your money.
- Policy contract between the insurer and the policyholder.
- Our life insurance is flexible.
Portfolio
Our Recent Projects
“ Getting Insurance is Your Responsibility to Your Family and Loved Ones. You May Hate It but It is Your Responsibility.”
-JEREMIAH SAY
Sourabh Rathi (Certified Financial Planner)
CEO / Founder
Why You Choose Us ?
Few Reasons for People Choosing Insurance with Us!
We as Insurance agency can be organised either as a conventional stock organization.
Testimonials
What Clients Say About Us
I really appreciate your extra efforts you put to close our deal quickly. You helped and assist in many ways for buying me Mutual Fund, Life Insurance and Car Insurance.
Nysa Jhawar
Hydrabad
Taken Life Insurance Service with you is always timely and pleasant.” “Thank you so much for your excellent service, patience and consideration of my insurance needs.
Mukesh Kumar
Patna
I am extremely pleased with the service and pricing we receive on my Life insurance as well as my Mutual Fund.
Sandeep Didwania
Kolkata
Thank you for all the special service you give. It’s nice to know that you care and always make yourself available for my questions about my Life Insurance and home coverage.
Neha Saboo
Bengaluru
It’s great to know I can relax and feel secure, knowing I have a financial planner who worries for me, and makes sure my needs are met like Car Insurance, Life Insurance and Mutual Fund.
Sneha Kanoria
Mumbai
Many thanks! Sourabh Financials has been excellent to work with… probably the best in my 5 years of getting insurance…
Priyanka Kazat
Delhi
From Our Blog Posts