Our services
At Votavats Insurance, we are committed to securing your financial future with tailored insurance and investment solutions. Our team of expert advisors works closely with individuals, families, and businesses to provide comprehensive financial protection, investment strategies, and risk management solutions. Explore our range of services designed to safeguard your assets and ensure long-term financial growth.
Insurance
Consulting:
Our expertise includes:
Choosing the right insurance plan can be overwhelming. At Votavats Insurance, we simplify this process by providing expert consultation on various types of insurance policies, helping you make informed decisions that align with your needs.
Health Insurance
Secure your family’s future with term plans, whole-life policies, and endowment plans tailored to your financial goals.
life Insurance
Get comprehensive medical coverage, including individual, family floater, and critical illness insurance, ensuring financial security during medical emergencies.
Business Insurance
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Vehicle Insurance
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Investment
Planning
Our investment solutions include:
Building wealth requires strategic planning and diversification. Our investment experts help clients create well-balanced portfolios that align with their financial aspirations and risk tolerance.
Mutual Funds
Diversified investment options across equity, debt, and hybrid funds for steady growth.
Stocks & Bonds
Personalized strategies for investing in the stock market and fixed-income securities.
Alternative Investments
Exploring opportunities in real estate, commodities, and emerging markets to maximize returns.
With our data-driven approach, we ensure that your investments are structured to provide long-term financial stability and growth.
Wealth
Management
Our wealth management services cover:
We believe in a holistic approach to wealth creation and preservation. Our wealth management solutions are designed to help individuals and families grow and secure their assets for future generations.
Retirement Planning
Helping you build a secure retirement corpus through pension plans, annuities, and investment strategies.
Tax Optimization
Structuring your investments to maximize tax benefits and minimize liabilities.
Estate Planning
Ensuring smooth wealth transfer and legal compliance to protect your legacy.
With a client-centric approach, we tailor financial strategies that align with your long-term financial goals.
Risk
Management
Our risk management services include:
Financial uncertainties are inevitable, but with proper risk management, you can mitigate potential losses. At Votavats Insurance, we offer customized solutions to help businesses and individuals navigate financial risks efficiently.
Business Risk Solutions
Protecting businesses from financial uncertainties with liability insurance, keyman insurance, and business interruption coverage.
Personal Risk Assessment
Evaluating financial risks in your personal life and recommending insurance plans to mitigate them.
Income Protection
Safeguarding your income with disability insurance and contingency planning.
Our proactive approach ensures you are prepared for unforeseen challenges, allowing you to focus on your financial growth with confidence.
Financial
Advisory
At Votavat Insurance, we go beyond just selling insurance policies—we act as your trusted financial partner. Our financial advisory services focus on creating a personalized roadmap for your financial success.
Our financial advisory services include:
Budgeting & Savings Plans
Helping you manage expenses and increase savings through effective financial planning.
Investment Guidance
Offering expert insights into market trends, investment opportunities, and portfolio diversification.
Wealth Transfer Planning
Assisting in succession planning and inheritance management to ensure seamless asset distribution.
With a customer-first approach, we help you build a strong financial foundation for a secure and prosperous future.
Our Achievements & Milestones
🏆 Million Dollar Round Table (MDRT) Member Since 1997
As a long-standing member of the prestigious MDRT (USA), we are recognized among the world’s top financial advisors, demonstrating our expertise and excellence in financial consulting.
🏆 Corporate Club Member, LIC
Our strong partnership with Life Insurance Corporation of India (LIC) as a Corporate Club Member underscores our trust and leadership in the insurance sector.
🏆 Top of the Table Member, HDFC Life
This elite recognition from HDFC Life reflects our high performance and industry-leading financial advisory services.
🏆 Court of the Table Member, ICICI Prudential Life
Membership in the Court of the Table (ICICI Prudential Life) further reinforces our exceptional achievements in the life insurance industry.
🏆 National Advisory Board Member, HDFC ERGO General Insurance Corporation
Being part of the National Advisory Board of HDFC ERGO allows us to contribute to shaping the future of general insurance in India.
🏆 1,300+ Family Portfolios Managed
We proudly manage over 1,300 family portfolios, ensuring financial security through personalized investment and insurance solutions.
🏆 ₹1000+ Crores in Assets Under Management
With over ₹1000 Crores in AUM, we oversee a diverse portfolio, providing clients with strategic wealth management and financial protection.