OVERVIEW
Protection Solutions
We help clients identify protection gaps and coordinate suitable insurance solutions through licensed and regulated partners. The objective is to protect family income, health, assets, business continuity and long-term financial plans from unforeseen events.
Life Insurance
Life insurance is the foundation of family financial protection. We help clients assess income replacement needs and coordinate suitable term insurance solutions through licensed insurance partners.
Health Insurance
Rising medical costs can disrupt even well-planned finances. We help clients review suitable health insurance options, family floater plans and top-up structures to strengthen healthcare protection.
Critical Illness Cover
A critical illness can affect both income and accumulated wealth. We help clients evaluate additional protection for major illnesses where a lump-sum benefit may support treatment, recovery and lifestyle continuity.
Personal Accident Cover
Accidents can create sudden income disruption, disability risk and financial stress. We help clients assess personal accident protection to support family security and continuity during unforeseen events.
Motor Insurance
Motor insurance protects against financial loss arising from accidents, damage or third-party liability. We help clients coordinate suitable motor insurance solutions through licensed partners with attention to coverage quality and claim support.
Property / Home Insurance
A home is often one of the largest family assets and needs protection beyond ownership. We help clients explore property and home insurance solutions covering structure, contents and relevant risks.
Business Insurance
Business continuity depends on protecting assets, people, liabilities and operational risks. We help business owners identify broad protection needs and coordinate suitable insurance solutions through licensed partners.
Keyman Insurance
For businesses dependent on founders, promoters or key executives, the loss of a key person can create financial and operational stress. We help coordinate suitable keyman insurance discussions through licensed insurance professionals.
Liability Insurance
Liability risks can arise from professional, business or operational responsibilities. We help clients explore relevant liability covers through licensed partners to protect against potential financial claims.
Travel Insurance
Travel insurance provides protection against medical emergencies, trip disruption, baggage loss and other travel-related risks. We help clients coordinate suitable travel insurance options based on destination, duration and coverage requirements.
Univesto Capital acts as an AMFI-registered Mutual Fund Distributor (MFD) and is not registered as an Investment Adviser / Registered Investment Adviser (RIA). The information provided on this page is for general awareness, investor education and service-description purposes only.
As a Mutual Fund Distributor, Univesto Capital may provide incidental advice in relation to mutual fund schemes and other products distributed by it, in accordance with applicable regulations. Such incidental advice is limited to distribution-related services and should not be treated as comprehensive, independent or fee-based investment advisory services.
Insurance, credit, legal, tax, estate planning and other third-party services, wherever mentioned, may be facilitated through respective licensed, registered or qualified professionals. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.