Insurance planning

Insurance planning Service By WinRich Professional Services Pvt Ltd

Insurance planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events.

happy indian family with teen child daughter talki 2021 09 02 15 13 00 utc 1

What is Insurance planning?

Insurance planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events. The idea behind insurance is to get a group to contribute financially to a fund specifically designed to help individuals recover in the case of an unexpected loss. In this way, insurance eases financial burdens that can occur when disaster strikes.


Get Started Today
As an independent agency, WinRich Professional Services Pvt Ltd Helps you find the right coverage
Bangalore, Karnataka
Our Services are available in Mumbai, Pune, Satara, Kolhapur, Delhi, Gujarat and surrounding areas.

Benefits :

  • Insurance provides security against risk and uncertainty.
  • It enables the insured to concentrate on his work without fear of loss due to risk and uncertainty.
  • It inculcates a regular savings habit, as in the case of life insurance.
  • The insurance policy can be mortgaged and funds raised in case of financial requirements.
  • Insurance policies, especially pension plans provide for income security during old age.
  • The insured gets tax benefits for the amount of premium paid.
  • Insurance of goods may be a mandatory requirement in certain contracts.
  • Insurance is an important risk mitigation device.
  • Insurance companies provide the required funds for infrastructure development.
  • It provides a sense of security.
  • Insurance provides security to the insured during his life and to his dependents.
  • It provides employment opportunities. With the entry of private insurers employment opportunities have increased greatly.
  • Insurance provides a sense of livelihood to those who might otherwise not have an income source — housewives, retired people, students etc can work as agents and earn commission.
  • Insurance works on the principle of pooling of risks and distributes risks over many people.
  • Insurance is an invaluable aid to trade.

Estate Planning

Assisted insurance planning to get it right the first time

Goal Planning

Helping clients prioritize their financial goals


First commodity exchange in India

Income Tax Filing

Let the experts help you file the income tax

Why is Insurance planning important?

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. The principal goal of insurance planning is to identify and analyze risk factors in life and seek proper coverage to attain a peace of mind if disaster strikes. The chances of recovering partly or fully are assured by having insurance. Therefore, insurance is an economic device transferring risk from an individual to a company and reducing the uncertainty of risk via pooling.

Without proper planning, be it investment planning, retirement planning, or estate planning, you’ll likely not invest successfully, retire comfortably, or leave a meaningful legacy for your beneficiaries. Without a well-thought-out insurance plan, every one of those facets of a financial plan could be exposed to unforeseen risks.

Good planning helps you identify and plan for all the risks involved in every aspect of your financial life. Thoughtful insurance planning helps mitigate the risks you can’t foresee or those that you are unable to plan around.  Managing life’s risks is a key part of our process.  While financial planning focuses on building your wealth, insurance or risk management emphasizes strategies to preserve it.  This means the most cost-effective solutions to address various eventualities, including death of a loved one, the need for long-term care or the event of a disability.


KARUNA COMPLEX with unit no. G4 , Ground floor, 337/3, Sampige Road, Malleswaram, Bangalore 560003

Contact Details

Phone No: 9880594132
Report a Claim

We'll help through the process of claim from start to finish

Request Proof

Need your investment proof, let’s help you get that quickly

Investment Update

Get your Investment update

Pay Online

Online payment option available in some cases

Review Your Investment

Get help in reviewing your current investments

Contact us

Connect with us for any help on personal finance

WinRich Professional Services Pvt Ltd

Our services are available in Bangalore and surrounding areas.

Need a personalized solution?

WinRich Professional Services Pvt Ltd is ready to cater
all your Insurance Requirements

Customer first

Customers and their needs are our first priority. All our insurance plans are tailor made

Community Focused

We give back to our community and get involved with the charities we support.


We go the extra mile to exceed your expectations, no matter what you need.

Experienced Agents

With extensive experience, we understand what it takes to bring you quality coverage.

We at , WinRich Professional Services Pvt Ltd suggest you the right product with our expertise.

Bangalore, Karnataka

KARUNA COMPLEX with unit no. G4 , Ground floor, 337/3, Sampige Road, Malleswaram, Bangalore 560003