Vertex Financial Solutions

Vertex Financial Solutions

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A one stop solution for financial needs of a customer. We provide customized solutions for General Insurance, Life Insurance, Mutual Funds and Home Loans.

Vertex Financial Solutions is a Consulting and advisory firm having expertise in Insurance, Investments & Loans. We guide Individuals & Corporates to help them understand the risk in life & in business and eventually provide them optimum solutions and advise to minimize the risk or the losses. Our Services Include:
Retail Insurance
Corporate & Business Insurance
Vehicle insurance
Health Insurance
Life Insurance
Home Loans
Investment Planning

08/06/2022

Whether you run a departmental store, pet shop, modular kitchen store, ayurveda clinic, IT Development Office or any other office & shop, it's important to have it insured to protect your business and stock and thus minimize losses.

Reach out to us for the right and best possible insurance cover.












fb.me 25/09/2021

Health Insurance : An OPTION or a NECESSITY?

* Helps face unplanned medical expenses
* Helps in case of insufficient employer cover
* Helps save Tax u/s 80D

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fb.me 16/09/2021

A penny saved is a penny earned.
Save on Premiums by getting the mix of product , payment term and policy term right.
*Life Cover
*Save Premiums with Limited Pay Options
*Tax Benefits

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18/06/2021

Retail Inflation based on Consumer Price Index (CPI) soared to a six month high to 6.3% in May 2021 mainly because of rise in food prices which means a high outflow towards procurement and making your expenses too soar high. So if you are still counting on the traditional investment plans and methods like Fixed deposit which do not yield post-tax interest beyond 4.5%, you are actually missing the bus to invest right.
Money should grow more than the inflation rate only then it makes sense of investment returns. Get in touch with us to understand this better and also to explore opportunities to invest right.The more the merrier !

14/06/2021

Blood cannot be manufactured. Despite medical and technological advances, blood cannot be made which makes blood donations the only way to help someone in need of blood. Blood is needed every two seconds. Your friends or family may need your blood someday. So donate often and save lives.

10/06/2021

Saving money is an important aspect of everyone's life and making the money grow should be everyone's goal in the longer run for a better life. They say, money multiplies and your money will grow if you invest the money in right instruments and right plans. Systematic Investment Plans aka SIPs are the most in plans today to make your money grow and one should get started early in life, the earlier the more merrier. So reach out to us for interesting and amazing growth oriented investment plans.

Photos 05/05/2021

Owning a home is one of the topmost dreams of every individual and is a critical decision to make. Choosing the right lender for a home loan is far too critical in order to ensure you don't end up paying unnecessary extra money in the form of interest.

Get in touch with us to get your home loan or a balance transfer of your existing home loan approved and sanctioned from the right lenders at aggressive 6.75% rate of Interest.

*Rate Of Interest keeps changing with times as and when RBI changes the Repo rate.

Photos 01/05/2021

Health Insurance is an important tool to ensure worry free future and helps the insured to pay for medical expenses and hospitilizations owing to disease or accidents. Earlier Health Insurance policies would exclude the consumables and not cover those, however with the advent of new and competitive health insurance plans getting consumables also paid in a health insurance claim is very much possible now a days.

Get in touch with us for the right health insurance plan or to port your existing health insurance plan into a better one.

Photos 27/04/2021

Life is too precious, yet unpredictable at the same time. One makes a lot of plans for the loved ones, for the family and wishes to achieve those too, make it a point to ensure those plans hit completion with or without you. Get yourself a Term Life Insurance policy today itself, the biggest gift you can give to your family as life insurance is not for you, it's for the ones who have to carry on without you when you are gone.

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Location

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Address


Vertex Financial Solutions ~ Madhuvanti Building, 21/A, Opp Anamika HSG Society, Near Gems School, Patrakar Bhawan Lane, Navi Peth
Pune
411030