Our services

Life insurance, general insurance and investments, under one roof.

Life insurance

Term plan

Pure protection cover for your family at an affordable premium.

Endowment plan

Life cover combined with a savings component and a maturity benefit.

Savings plan

Disciplined long-term savings with life cover.

Annuity plan

Regular income planning for retirement.

ULIP plan

Insurance combined with market-linked investment. Returns are not guaranteed.

General insurance

Health insurance

Individual and family plans compared on network, waiting periods and claim process.

Personal accident

Cover against accidental injury, disability and death.

Motor insurance

Car, two-wheeler and commercial vehicle cover, new or renewal.

Fire insurance

Cover for property and stock against fire and allied risks.

Travel insurance

Cover for medical and trip risks while travelling.

Insurance solutions are offered subject to product availability, eligibility and underwriting by the insurer.

Investment services

Mutual funds

SIP, lump sum, STP (systematic transfer plan) and SWP (systematic withdrawal plan), matched to your goal and risk profile.

SIF, PMS and AIF

Specialised investment products, subject to eligibility and regulations.

Fixed deposit and bonds

Income-oriented options for stable, predictable investing.

Equity

Stocks, ETFs and demat account assistance.

Portfolio review and rebalancing

Review of your existing investments for overlap, cost and fit, with rebalancing where appropriate.

Future goal planning

Goal-based planning for education, a home, retirement and more.

Talk to us

Call, message or email Core Financial Services to discuss your insurance and investment requirements.

2GX5+4CM Satva Complex, 206, Maple County Rd, opp. Mahalaxmi Temple, Thaltej, Ahmedabad, Gujarat 380059

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