all-in-one insurance, loan, mutual fund hub

insurance
& finance
with BM

Focus your time and energy on achieving your life goals. Leave the insurance, investment, and financial planning to us.

Services

What I do

#1

insurance

we offer trusted insurance solutions tailored to protect you and your loved ones. Whether you’re looking for life insurance for long-term peace of mind, health insurance to cover medical expenses, or general insurance to safeguard your home, vehicle, travel, or business our expert team is here to guide you every step of the way. With customer-first service, competitive premiums, and fast claims support, we ensure your safety, security, and satisfaction.
Your life, your health, your assets — fully covered.

#2

mutual fund

we help you make informed and rewarding investment decisions through mutual funds tailored to your goals. Whether you’re planning for retirement, a child’s education, or wealth creation, our expert guidance ensures your money works smarter.
Choose from flexible options like:
🔹 SIP (Systematic Investment Plan): Start small and invest regularly for long-term growth.
🔹 SWP (Systematic Withdrawal Plan): Enjoy steady monthly income by withdrawing systematically from your investment.
🔹 Lump Sum Investment: Invest a larger amount for potentially higher returns over time.
We offer personalized portfolio solutions, goal-based planning, and regular performance reviews to help you stay on track toward financial freedom.
Start investing today — your future self will thank you.

#3

finance (loan’s)

we offer reliable and customized loan solutions to meet your financial needs. Whether you’re planning a dream home, starting a business, managing personal expenses, or buying a vehicle — we’ve got you covered.
Our offerings include:
🔹 Personal Loans – Quick approval with minimal documentation
🔹 Home Loans – Affordable EMIs and flexible tenures
🔹 Business Loans – Finance for growth, expansion, or working capital
🔹 Vehicle Loans – For your two-wheeler or four-wheeler needs
🔹 Loan Against Property – Unlock the power of your assets
With transparent processing, expert guidance, and doorstep assistance, we make borrowing simple and stress-free.
Your goals, our support — finance made easy.

Why Choose Me

Accurate Record Keeping

🔹 Certified & Experienced Advisor

Trusted expert in insurance, mutual funds & financial planning. Certified, reliable, and here to guide your financial journey.

🔹 Customized Solutions for Every Need

Tailor-made financial plans designed to match your goals—be it insurance, investments, or wealth growth. One solution doesn’t fit all, we create the one that fits you.

🔹 End-to-End Support & Transparency

From first consultation to final execution, we’re with you at every step—offering honest guidance, clear communication, and complete peace of mind.

Testimonials

What My Clients Say?

Proudly Associated with 30+ Leading Banks & Financial Institutions