FIN AD WISE
Finadwise’s core group has more than 50 man-years of experience in insurance. Our experience has trained us in reading the fine print of insurance policies, understanding it and apply it for the benefit of our clients.
Finadwise offers Corporate Advisory Services and Personal Lines Insurance products:
Corporate Advisory Group
Our Corporate Advisory Group manages risk retention and risk transfer for Indian and Multinationals companies. It also helps clients in risk identification, in buying off-the-shelf products and in designing customized solutions. We also provide after sales policy management and claims management services to our clients.
At Finadwise, we understand that insurance is a complex subject, and we simplify it for you. Our team of experts analyzes a client's business and estimate the level of risk exposure before structuring an appropriate general insurance solution. We take time to explain all the possible choices available, in simple terms, along with the benefits and downsides associated with each of them.
As your insurance advisor our emphasis is not to sell but to help you buy the right cover, not the standard, "off the shelf" policy. We focus on developing cost-effective and customized insurance packages for you. In the event of a claim, our claims team will work closely with you to ensure that the process is painless and the settlement, swift.
We have professional relationships with all the non-life insurers across India and are well-poised to provide our clients comprehensive risk management strategies.
Personal Lines Insurance Team (Retail Products)
We advice on and arrange all Personal Line products like Car Insurance, Home Insurance, Health Insurance, Travel Insurance and Life Insurance. We have dedicated teams for each personal line segment .
We are the only company who has dedicated in house team for personal Health claims .
We have a team of CFP’S & Paraplanners to guide individuals about their financial & insurance needs .
Puneet Oberoi CFP
Puneet Oberoi is a Certified Financial Planner practitioner. After completing his graduation in Commerce from Delhi University, he pursued learning in the Financial Sector.
He completed CFPCM certification in 2006, he is among the first few financial professionals to qualify CFPCM in India. He holds LUTCF (Life Underwriting Training Council Fellowship) from The American College.
He has completed his CMNP (Certified Master Networking Prog.) & is a proud grad of SKC for his LMI program.
He is coaching and helping people to deal with various personal financial issues through financial planning which covers all areas of an individual’s financial needs that results in the achievement of each of the individual’s goals.
Puneet has an extensive experience in Personal Financial Planning, Retirement Planning, Tax Planning & Succession Planning.
He is passionate on teaching & is a subject faculty for 3 subjects in JIMS a management college & delivers talks on Personal Finance in many Professional Bodies, Organizations & TV shows & have given over 100 media publications .
He is in the panel of experts & writes for Economic Times & Outlook Money.
Puneet is the Director & Founder of Excellent Investment Advisorz Pvt Ltd.
