• Choose a fund that aligns with your goals and risk tolerance.
• Set an investment amount and frequency.

Process

• KYC registration.
• Unique client code
• Mandate process

Accounts ready to invest in 7 days with mandate facility.

Transaction Process

• Place Purchase order.
• OTP authentication link sent to client mobile no.
• Payment link process through email receipt

Securing Your Family’s Future with SB Wealth

At SB Wealth, we make it simple and straightforward to secure a Term Life Insurance policy. Follow these easy steps to protect your loved ones with a reliable and affordable plan.

1. Assess Your Coverage Needs

• Determine the Amount of Coverage: Consider your family’s financial needs, including living expenses, debts, education costs, and future goals. This will help you decide the coverage amount that’s right for you.
• Choose the Term Length: Decide how long you want the coverage to last. Common terms are 10, 20, or 30 years, depending on your financial goals and life stage.

2. Get a Quote

• Request a Personalized Quote: Contact SB Wealth for a custom quote based on your age, health, coverage amount, and term length. We’ll provide you with the best options to fit your budget.
• Compare Options: Review different plans and select the one that offers the best combination of coverage and premium costs.

3. Complete the Application

• Fill Out the Application Form: Provide your personal and medical information to complete the application. This typically includes details about your lifestyle, occupation, and health history.
• Underwriting Process: Depending on your health and the coverage amount, you may be required to undergo a medical examination. This helps us assess your health status and determine your premium rate.

4. Review and Accept the Policy

• Policy Review: Once your application is approved, review the terms and conditions of the policy carefully. Make sure it meets your needs and that you understand all aspects of the coverage.
• Sign the Policy Documents: If you’re satisfied with the policy, sign the necessary documents to finalize the agreement.

5. Pay the Premium

• Choose a Payment Plan: Decide how you want to pay your premiums—monthly, quarterly, semi-annually, or annually.
• Make Your First Payment: Pay the first premium to activate your coverage. Your policy will be effective immediately after the payment is received.

6. Policy Maintenance

• Keep Your Policy Active: Ensure that you continue paying your premiums on time to maintain coverage.
• Update Your Policy as Needed: If your circumstances change—such as getting married, having children, or buying a home—consider updating your policy to reflect your new needs.

7. Claim Process (In the Event of Death)

• Claim Filing: In the unfortunate event of the policyholder’s death, the beneficiary must file a claim with SB Wealth.
• Claim Processing: SB Wealth will review the claim, verify the documents, and process the payout promptly to support your loved ones during a difficult time.

Secure Your Health with Confidence

At SB Wealth, obtaining health insurance is a straightforward process designed to give you and your family the protection you need. Follow these simple steps to ensure comprehensive coverage for your healthcare needs.

1. Assess Your Health Coverage Needs

• Determine Your Requirements: Consider your healthcare needs, including coverage for routine check-ups, emergency treatments, hospital stays, and specialist consultations.
• Choose the Right Plan: Decide whether you need individual coverage, family coverage, or specialized plans like critical illness or senior citizen health insurance.

2. Get a Customized Quote

• Request a Quote: Contact SB Wealth to receive a personalized quote based on your age, health status, coverage needs, and budget.
• Compare Options: Review different plans, including coverage benefits, network hospitals, and premium costs, to select the plan that best fits your requirements.

3. Complete the Application

• Fill Out the Application Form: Provide your personal and medical information, including any pre-existing conditions, to complete the application process.
• Undergo Medical Examination: Depending on your chosen plan and age, you may need to undergo a medical check-up to assess your current health status.

4. Review and Accept the Policy

• Policy Review: Carefully read through the terms and conditions of the health insurance policy, ensuring it meets your healthcare needs and provides the necessary coverage.
• Sign the Policy Agreement: Once satisfied, sign the policy documents to confirm your acceptance and activate the coverage.

5. Pay the Premium

• Choose Your Payment Plan: Select a payment option that works best for you, whether it’s monthly, quarterly, semi-annually, or annually.
• Make the First Payment: Your coverage becomes active once the first premium payment is processed.

6. Utilize Your Health Insurance

• Access Network Hospitals: Use your health insurance to receive treatment at network hospitals, often with cashless hospitalization facilities.
• File Claims When Needed: In case of medical expenses, submit your claims with the required documents, such as hospital bills and discharge summaries, for reimbursement or direct settlement.

7. Maintain Your Policy

• Regular Premium Payments: Keep your policy active by ensuring timely payment of premiums.
• Update Your Coverage: If your health needs change or you experience life events such as marriage or the birth of a child, consider updating your policy to reflect these changes.

Protect Your Assets with Ease

At SB Wealth, securing your valuable assets with General Insurance is a straightforward process. Follow these simple steps to get comprehensive coverage for your home, vehicle, business, or other important possessions.

1. Identify Your Insurance Needs

• Assess What You Need to Protect: Determine which assets or liabilities require coverage, such as your home, car, business, or personal belongings.
• Choose the Type of Insurance: Select the specific type of general insurance that best suits your needs, whether it’s home insurance, motor insurance, travel insurance, business insurance, or personal accident insurance.

2. Get a Customized Quote

• Request a Quote: Contact SB Wealth to obtain a personalized quote based on the value of your assets, the type of coverage you need, and any specific requirements you may have.
• Compare Options: Review the coverage details, premium costs, and benefits offered by different policies to select the one that provides the best protection at a reasonable price.

3. Complete the Application

• Fill Out the Application Form: Provide necessary details about the asset or liability you wish to insure, along with your personal information.
• Submit Required Documents: Depending on the type of insurance, you may need to submit documents such as property ownership papers, vehicle registration, or business licenses.

4. Policy Review and Acceptance

• Review Policy Terms: Carefully read through the terms and conditions of the policy to ensure that it covers all the risks you want to protect against.
• Sign the Policy Agreement: Once you’re satisfied with the coverage, sign the policy documents to finalize the agreement.

5. Pay the Premium

• Select a Payment Option: Choose your preferred payment schedule—whether monthly, quarterly, or annually—and make your first premium payment.
• Activate the Policy: Your insurance coverage becomes active once the initial payment is processed.

6. Maintain the Policy

• Keep Up with Payments: Regularly pay your premiums to keep your policy active and your assets protected.
• Update Your Coverage: If your circumstances change, such as purchasing a new vehicle, expanding your business, or renovating your home, update your policy to reflect these changes.

7. Filing a Claim

• Report the Incident: In case of an accident, theft, damage, or other covered event, contact SB Wealth immediately to report the incident.
• Submit Necessary Documentation: Provide all required documents, such as police reports, medical bills, or repair estimates, to support your claim.
• Claim Processing: SB Wealth will assess your claim and process the payout promptly to help you recover from the loss or damage.