Shivakumar A for Insurance and Investments India 9886568000
Your Trusted Advisor for Insurance and Investments in India
For over 20 years, Shivakumar A has been a trusted expert in the insurance and investments sector, helping individuals and businesses secure their financial future. With a deep understanding of life insurance, health insurance, mutual funds, stocks, capital gain bonds (54EC), fixed deposits, NRI insurance, and NHS pension transfers, Shivakumar provides tailored solutions to meet diverse financial needs.
Contact Shivakumar A today at 9886568000 for expert guidance on securing your financial goals.
Why Choose Shivakumar A for Insurance and Investments?
1. Life Insurance: Safeguarding Your Family’s Future
Life insurance is a critical component of financial planning. Shivakumar A helps clients choose the best term insurance, endowment plans, ULIPs (Unit Linked Insurance Plans), and whole life policies from top insurers. Whether you seek tax benefits (under Section 80C and 10(10D)) or long-term wealth creation, Shivakumar ensures you get the right coverage.
2. Health Insurance: Protecting Your Well-being
Rising medical costs make health insurance essential. Shivakumar offers:
Individual & Family Health Plans
Critical Illness Coverage
Senior Citizen Health Insurance
Corporate Group Health Policies
With his expertise, you can compare policies and select one with cashless hospitalization, wide network hospitals, and high claim settlement ratios.
3. Mutual Funds: Wealth Creation Through Smart Investing
Investing in mutual funds is a proven way to grow wealth. Shivakumar advises on:
Equity Funds (for long-term growth)
Debt Funds (for stable returns)
Hybrid Funds (balanced risk)
SIP (Systematic Investment Plans) (disciplined investing)
His 20+ years of experience help clients build a diversified portfolio aligned with their risk appetite and financial goals.
4. Stocks: Direct Equity Investments for High Returns
For those interested in stock market investing, Shivakumar provides insights on:
Blue-chip stocks
Sectoral investments
Long-term vs. short-term strategies
Tax-efficient trading (LTCG/STCG)
His guidance helps investors make informed decisions to maximize returns.
Shivakumar A for Insurance and Investments India 9886568000
5. Capital Gain Bonds (54EC): Save Tax on Property Sales
Selling property attracts capital gains tax. Shivakumar assists in investing in 54EC bonds (like REC, NHAI) to save tax under Section 54EC. These bonds offer safe, tax-free returns with a 5-year lock-in period.
6. Fixed Deposits (FDs): Safe and Guaranteed Returns
For risk-averse investors, fixed deposits remain a popular choice. Shivakumar helps clients select the best bank FDs, corporate FDs, and tax-saving FDs (under Section 80C) with competitive interest rates.
7. NRI Insurance & Investments: Financial Solutions for NRIs
NRIs have unique financial needs. Shivakumar specializes in:
NRI Life & Health Insurance
NRE/NRO Fixed Deposits
Mutual Funds for NRIs
Pension and Retirement Planning
He ensures NRIs get the best tax-efficient and repatriation-friendly investment options.
8. NHS Pension Transfers: Expert Guidance for UK Returnees
For Indians returning from the UK, transferring NHS Pension to India requires expert advice. Shivakumar helps in:
Understanding QROPS (Qualifying Recognized Overseas Pension Scheme)
Tax implications
Optimal withdrawal strategies
20+ Years of Trusted Financial Advice
With two decades of experience, Shivakumar A has helped countless clients achieve financial security. His personalized approach, in-depth market knowledge, and commitment to client success make him a preferred advisor in insurance and investments.
Contact Shivakumar A today!
📞 Call/WhatsApp: 9886568000
📍 Serving Clients Across India
Whether you need life insurance, health insurance, mutual funds, stocks, capital gain bonds (54EC), fixed deposits, NRI insurance, or NHS pension transfers, Shivakumar A is your go-to expert for reliable and profitable financial solutions.