Insurance & Investment Advisory Services
Secure Today. Grow Tomorrow. Plan with Confidence. We provide holistic Insurance & Investment Advisory Services designed to protect families, optimize tax planning, and build long-term wealth.
IRDAI-Compliant Advisory
We guide individuals, professionals, business owners, and institutions in selecting regulated investment instruments and IRDAI-approved insurance products aligned with their life stage, risk appetite, and financial goals. Our recommendations are need-based, not sales-based.
Insurance Solutions
Comprehensive coverage to protect you and your loved ones
Life Insurance Planning
Secure your family's future with comprehensive life coverage options
Term Life Insurance
Pure protection at affordable premiums
Endowment Plans
Savings + Insurance combined
Whole Life Policies
Lifetime coverage with maturity benefits
Money Back Policies
Periodic payouts during term
ULIPs
Unit Linked Insurance Plans
Child Education & Marriage Plans
Secure your child's future milestones
Retirement & Pension Plans
Build your retirement corpus
Important Disclaimer:
Dhanshree Financial Solutions acts as an insurance advisory and distribution partner for IRDAI-approved insurance companies and facilitates regulated investment products. Investments in securities and mutual funds are subject to market risks. Clients are advised to read all scheme-related documents carefully before investing. Insurance policies are subject to policy terms and conditions. Final underwriting and issuance decisions rest with the respective insurer or financial institution.
Investment Products
Goal-oriented investment planning for every life stage
Mutual Fund Advisory
Diversified portfolios managed by experts for every goal
- SIP (Systematic Investment Plan)
- Lumpsum Investment
- ELSS (Tax Saving Funds)
Retirement & Long-Term Planning
Build a comfortable retirement corpus with NPS and more
- NPS (National Pension System)
- Retirement Corpus Planning
- Wealth Allocation Strategy
Fixed & Secure Instruments
Secure, stable returns for conservative investors
- PPF (Public Provident Fund)
- NSC (National Savings Certificate)
- Post Office Savings Schemes
- Fixed Deposits (FD)
- Recurring Deposits (RD)
Tax Saving & Strategic Instruments
Maximize tax benefits with strategic instruments
- Section 80C Planning
- Section 10(10D) Planning
- Bonds & Debentures
- Market-Linked Debentures
- Capital Protection Strategies
Who We Serve
Tailored financial solutions for every type of individual and institution
Salaried Individuals
Financial planning for life milestones and retirement.
Self-Employed Professionals
Wealth building strategies for doctors, lawyers & more.
MSME Business Owners & Traders
Secure your legacy and manage business risks.
Senior Citizens & Young Investors
Steady income and aggressive growth options.
Corporates, NGOs & Trusts
Institutional investments and risk management.
Financial Institutions & DSAs
Strategic advisory and partnership support.
Advisory Process
Risk Profiling & Financial Assessment
Understanding your risk appetite, financial goals, and life stage
Goal Identification
Protection, Tax Saving, Retirement, Wealth Building — we map your priorities
Product Comparison
Comparison across leading insurers & AMCs for best-fit selection
Need-Based Recommendation
Personalized advice based on your needs, not sales targets
Documentation & Policy Issuance
Complete paperwork assistance for policies and investment accounts
Ongoing Review & Renewal Reminders
Regular portfolio reviews and timely renewal reminders
Claims Assistance & Portfolio Monitoring
Hands-on support during claims and ongoing portfolio monitoring
Why You Choose Us
Our relationship doesn't end with a sale. We provide lifetime specialized services.
Certified Financial Advisors
Expert team with certifications in insurance and investment advisory.
Paperless PAN-India Onboarding
Complete digital onboarding process for policies and investments from anywhere in India.
Claim Support
Complete hands-on assistance during claim registration and settlement process.
Renewal Reminder
Timely reminders and automated assistance to ensure your policies never lapse.
Long-Term Relationship
We believe in long-term advisory relationships, not one-time transactions.
Dedicated Claims & Renewal Support
Dedicated support team for all claims processing and renewal management.
Mr. Amar Nath Prasad
Chief Investment & Insurance AdvisorMr. Amar Nath Prasad brings deep expertise in financial strategy, wealth management, and insurance advisory. With a client-first approach and extensive knowledge of IRDAI-approved products and compliant instruments, he ensures every recommendation is tailored to your unique life goals and financial aspirations.
Insurance Partners You Can Access
Frequently Asked Questions
Start Your Wealth Building Journey Today
Whether it's life insurance, health cover, or strategic wealth investments, our experts help you secure your future.