Protection and Risk Management

We Work With Individuals and Families in All Phases of Life.

Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.

Income Expense Management

Protection from Contingencies and Risk Management:

1. Analysis of current risks or threats
2. Analysis of the existing insurance coverage and how much it can protect you from different risks
3. Work Place or Employee Benefits Analysis and Additional Need Analysis
4. Disability Cover Insurance Analysis
5. Health Cover Insurance Analysis
6. Personal Life Goals Safety Cover Insurance Analysis
7. Family Life Goals Safety Cover Insurance Analysis
8. Spouse or Married Women Protection Cover Analysis
9. Kids Goals Safety Cover Insurance Analysis
10. Long term Care Cover Insurnace Analysis
11. Professional Safety Cover Insurance Analysis
12. Business Safety Cover Insurance Analysis
13. Existing Physical Assets (Home, Vehicle, etc) Cover Insurance Analysis
14. HUF Benefits Analysis

Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

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