Finance Services
- Finance Services
Comprehensive Financial Solutions for Your Future
We provide smart and personalized financial services to help you manage your money effectively. Our team focuses on creating strategies that match your goals and lifestyle.
Whether you’re planning to invest, save for the future, or grow your business, we guide you with expert advice every step of the way. Our goal is to make finance simple and stress-free for you.
With trusted support and clear planning, we help you build financial security and confidence for the years ahead. Let’s create a stronger financial future — together.
- Why Clients trust us
PolicySarthi — Your Partner in Protection.
Our promise We will never suggest something we wouldn’t recommend to our own family. If you don’t need a product, we will tell you directly.
Because insurance is not about today’s premium. It’s about tomorrow’s security.
Advice-first, not sales-first
Clear explanation of benefits, exclusions, and fine print before you buy
100% support during claim time, when it actually matters
Experienced guidance for both individuals and businesses
- PROTECT FIRST. PLAN SMART.
Finance Services
Get expert guidance to manage your finances with confidence. We provide tailored investment, savings, and planning services to help you achieve stability and long-term financial growth.
Home Loan
Power your home with clean, affordable energy. Our residential solar solutions help you reduce electricity bills.
Mortgage Loan
We provide customized solar energy solutions for factories, warehouses, and industrial facilities.
Car Loan
Our commercial solar solutions are designed for offices, malls, showrooms, hospitals, schools, hotels and other commercial properties.
Business Loan
Inverter & Battery Services involve the installation, maintenance and repair of power backup systems.
Machinery Loan
We offer reliable and efficient repair services to ensure your equipment and systems are always running at their best.
OD / CC Loan
Our battery solutions provide reliable and efficient energy storage systems for residential applications.
SIP
A Systematic Investment Plan (SIP) allows investors to invest a fixed amount regularly (monthly or quarterly) in mutual funds. It helps build wealth over time through disciplined investing, rupee cost averaging, and the power of compounding — making it a convenient way to achieve long-term financial goals.
Mutual Fund
A Mutual Fund is an investment scheme that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other assets. It is managed by professional fund managers and offers an easy way for individuals to grow their wealth with relatively low risk and effort.
PMS
Portfolio Management Services (PMS) provide customized investment solutions where professional portfolio managers manage an individual’s investments in stocks, bonds, and other assets. PMS is ideal for high-net-worth investors seeking personalized strategies to maximize returns while managing risk.
Equity Portfolio
An Equity Portfolio is a collection of investments primarily in stocks or shares of companies. It aims to generate higher returns over the long term through capital appreciation, though it carries higher market risk compared to fixed-income investments.
Investment Services
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Experienced guidance for both individuals and businesses
100% support during claim time, when it actually matters