Citadel Insurance and lnvestments

Welcome To Citadel

CITADEL Wealth Advisory Services Pvt. Ltd is into the business of providing Financial Consultancy and Advisory services. We constantly Endeavour to assess the needs of our clients to ensure that their financial future is secure forever. Our Investment Philosophy is the best in the industry. Our priority is customer service and we keep stretching ourselves in this regard.

Our Wealth Management Services include services for investment in equity, mutual funds, debentures, bonds, portfolio management, financial planning, risk management, insurance, endowment, pension planning, estate planning, direct and indirect tax planning.

We are into the business of Life insurance and act as a corporate agency under composite category for sourcing Life, Health and General insurance.

We also provide advisory services in the areas of arranging for loans and advances, lease operations of all kinds including purchasing, selling, hiring or letting/leasing on hire all kinds of plant, machinery and equipment and assist in advising and arranging for syndication of financing of all and every kind.

We act as advisors and consultants in respect of personal and corporate investments. We have tied up with some of the big names for Mutual funds, Fixed deposits, Bonds/NCDs. As a part of wealth management services, we track Client Portfolios from time to time and service them accordingly.

Our Services

Life Insurance

Life Insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person.

Health Insurance

Health insurance is an insurance taken out to cover the cost of medical care of an individual or a group of individuals. It includes medical as well as surgical expenses. Depending on the type of health insurance coverage, either the insured pays costs out-of-pocket and is then reimbursed, or the insurer makes payments directly to the provider.

General Insurance

General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event. General insurance is typically defined as any insurance that is not determined to be life insurance.

 

Tools & Calculators

SIP CALCULATOR

Monthly SIP (Systematic Investment Plan) Amount Calculator is a calculator designed to help investors who plan to invest for their financial goals. It is quite useful for those who are looking to invest systematically, probably every month instead of a onetime/ lump sum investment. Karvy Value provides a very simple calculator for knowing the monthly SIP amount needed based on a future target amount.

FIXED DEPOSIT CALCULATOR

Fixed Deposit is quite a popular term in India. The FD (Fixed Deposit) Calculator can be used by those who are looking to park their hard earned money in Fixed Deposits or any other instrument. The calculator will let you know the maturity value of your deposit amount for the specified time frame.

Inflation Based Future Value Calculator

Fixed Deposit is quite a popular term in India. The FD (Fixed Deposit) Calculator can be used by those who are looking to park their hard earned money in Fixed Deposits or any other instrument. The calculator will let you know the maturity value of your deposit amount for the specified time frame.

HUMAN LIFE VALUE CALCULATION