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