Protect the people and assets that matter
Insurance planning helps reduce the financial impact of unforeseen events. Finanzia Services assists customers in understanding available protection categories, key features and documentation before selecting an appropriate product.
Why choose Finanzia?
One advisor helps you compare options, prepare documents and track the application.
Key advantages
Benefits and support
✓Needs-based guidance
✓Life and health protection options
✓General insurance assistance
✓Clear feature comparison
✓Documentation support
✓Renewal assistance
Profile assessment
General eligibility
Final eligibility and terms are subject to the policy and assessment of the concerned Bank, NBFC or financial institution.
- Eligibility varies by product
- Age and health declarations
- Income proof where required
- Insurable interest and underwriting approval
Prepare your file
Common documents required
01Identity and address proof
02Age proof
03Income proof, if required
04Medical reports, if requested
05Nominee details
06Existing policy details
How we assist you
01Share your requirement
02Profile and option review
03Document preparation
04Application follow-up
Important: Approval, interest rate, loan amount, investment suitability and other terms are determined by the respective financial institution and applicable regulations.