According to Indian Brand Equity Foundation, India’s Insurance industry is one of the premium sectors experiencing upward growth. Growing incomes and increased industry awareness are the driving forces behind this expansion. India is also the fifth largest Life Insurance market, with an annual growth rate of 32-34 percent. In recent years, the Industry has seen fierce competition among its peers, which has resulted in new and innovative products.
Crown Insurance, based in Delhi has been capitalising on this growth and pioneering effective and smart investment planning solutions since 2002. "We are AMFI (Association of Mutual Funds of India) certified Wealth Managers, Mutual Fund and IRDA (Insurance Regulatory and Development Authority of India) certified Insurance consultants", says Sandeep Gulati, Founder of Crown Insurance.
With a highly qualified and experienced team of financial advisors, the firm provides comprehensive financial advisory services. Crown Insurance's team uses their extensive knowledge of Insurance, Tax Laws, and Mutual Fund Investments to recommend investment options to clients, based on their long term and short term objectives. "Our core purpose is to provide quick financial solutions and thus enable people to enjoy a secure retired life", says Reena Gulati, Co-Founder, Crown Insurance.
Crown Insurance's mission is to provide clients with the best Wealth Creation and Wealth Management Solutions. The team is driven to provide each of its clients with straight forward, unbiased, and uncomplicated professional advice that improves their quality of life and leads to actionable solutions.
Crown Insurance offers a variety of Insurance products, including Life Insurance, Motor Insurance, Health Insurance, Disability Insurance, SME Insurance, Marine Insurance, Liabilities Insurance and many more. Furthermore, the company provides a comprehensive platform for its clients to record, report, and manage a diverse portfolio of holdings in various financial products. "We understand that simply having a diverse product offering is insufficient for our valued customers. We are proud to offer our clients the following highly acclaimed services", says Sandeep.
Crown Insurance's premium offering for its clients is the Client Desk, which consolidates entire wealth/ portfolio information for an entire family or organisation, covering every major financial/non-financial product. Every client has access to the Client Desk via a highly secure, unique login-id and password. The information inside the desk is updated on a daily basis and all transactions done through the E-Wealth portal are automatically updated so that clients need not make any entries. "The Client Desk empowers you by keeping you updated and informed, anytime and anywhere via online access or a mobile application", adds Reena.
Crown Insurance, which understands the key challenges of portfolio management, also provides MARS (Mutual Funds Automated Re-balancing System), a technology powered tool. MARS assists in asset allocation management by rebalancing portfolios on a regular basis, which involves a research and logic driven scheme selection process. This is a one-of-a-kind offering for our NJ E-Wealth A/c clients, and with two broad asset allocation offerings Dynamic & Fixed MARS is the answer to client portfolio management concerns.
Onward & Upward
Crown Insurance has served over 1500 families and received over 24 awards since its inception. The company has earned a reputation for providing comprehensive Insurance, Financial Advisory, and product distribution services. "At Crown Insurance, we provide our services through personal counsel with each of our clients after learning about their wealth management requirements. Our approach is to help our clients understand their investments, gain knowledge of investment productsand make appropriate progress toward achieving their financial goals in Life", concludes Sandeep.