Wealth Management · Insurance Advisory

The Right Insurance Cover —
Not the Most Expensive One

Most people are either under-insured or sold products they don't need. We audit your existing cover, identify gaps, and recommend only what genuinely protects your family.

Unbiased Advisory CFP® Certified No Commission Bias Life & Health
Get an Insurance Review → Financial Planning
CFP®
Certified Financial Planner
Unbiased
No Commission Pressure
SEBI
Registered Adviser
13+
Years Experience

What We Cover in Insurance Advisory

Insurance is a protection tool, not an investment. We ensure your family is adequately covered — without over-paying for products that mix investment with insurance.

Life Insurance Review

Human Life Value (HLV) calculation to determine the right term cover. We review existing policies and identify over/under-insurance.

Health Insurance Advisory

Individual, family floater, and super top-up analysis. Employer cover gap analysis. Selecting the right insurer for your family's health profile.

Term Plan Optimisation

Pure term plans with the right cover, tenure, premium payment term, and riders — without mixing investment returns into your protection.

Critical Illness & Disability

Often overlooked — critical illness and income replacement cover for serious illness or disability that disrupts your earning capacity.

Policy Audit

Existing LIC, ULIP, and endowment policy review. Should you continue, surrender, or do a paid-up? We give you an honest answer.

Business Keyman Insurance

Protecting your business from the financial impact of losing a key person. Critical for business owners and partners.

Most Insurance Is Sold,
Not Advised

The difference between a product seller and an independent advisor is stark.

❌ Product Seller Approach

  • Recommends based on commission slab
  • Pushes ULIPs, endowments, moneyback plans
  • Mixes investment & insurance — bad for both
  • No Human Life Value calculation
  • No review after sale
  • Encourages over-premium products

✅ Mintra Advisory Approach

  • Fee-based, unbiased recommendation
  • Pure term + separate investments
  • Right-sized cover based on HLV
  • Annual policy review included
  • Coordinates with your overall financial plan
  • Honest audit of existing junk policies

Insurance Should Protect,
Not Complicate

Our insurance advisory is guided by three principles that keep your family's interest first.

Separate Insurance from Investment

Buy pure term insurance for protection. Invest in mutual funds or equities for wealth creation. Never mix the two.

Right-Size, Not Over-Size

We calculate the exact cover your family needs using Human Life Value methodology — no guesswork, no over-selling.

Review & Update

Insurance needs change with life — marriage, children, home loan, salary hike. We review your cover annually.

Is Your Family Adequately Protected?

Most people don't know until it's too late. Get an honest insurance audit — no obligation to buy anything.

Schedule a Free Insurance Audit →