At S Square Financial Services, we are committed to providing a comprehensive suite of financial products and services tailored to meet diverse needs. We have been in the business of insurance and investment since 2007, helping and helped thousands of families to insure and invest for their loved ones. Our expertise spans across various domains, ensuring that every client, whether an individual or a family, finds solutions aligned with their goals. Here’s an overview of what we offer:
Life Insurance
Life insurance is a cornerstone of providing financial security and peace of mind to your loved ones. At S Square, we offer a range of life insurance plans, including term insurance, endowment plans, and ULIPs (Unit Linked Insurance Plans). Our advisors work closely with clients to recommend plans that align with their future aspirations, whether it’s wealth creation, retirement planning, or securing your family’s future.
Health Insurance
In today’s fast-paced world, health insurance is not a luxury but a necessity. We offer health insurance plans that cover medical emergencies, critical illnesses, hospitalization, travel and other healthcare needs. These plans are designed to ease the financial burden during unforeseen health crises, giving you access to quality medical care when you need it the most.
Mutual Funds
Mutual funds are an excellent avenue for wealth creation over time. At S Square, we simplify mutual fund investments by providing expert advice on equity funds, debt funds, and hybrid schemes based on your risk appetite and financial goals. Right from SIPs to SWP and STP , lumpsum investments, we help the clients with our services. Whether you are a seasoned investor or a beginner, our team ensures that your portfolio is optimized for maximum growth.
Demat Accounts
Investing in the stock market begins with a Demat account. Our streamlined process for opening and managing Demat accounts makes trading and investing in shares, bonds, and other securities hassle-free. With our user-friendly platform and customer support, we make stock market investments accessible and rewarding. We help in online and offline DEMAT account opening for clients
Capital Gain Bonds (54EC)
Capital gain bonds, especially under Section 54EC of the Income Tax Act, are a great option for individuals seeking to save on long-term capital gains tax. These bonds are backed by the government, offering safety and consistent returns. At S Square, we guide you in investing in these bonds efficiently, ensuring compliance, and maximizing benefits.
Fixed Deposits
Fixed deposits are a timeless investment option for those seeking stability and assured returns. We offer assistance in choosing fixed deposits from reputed institutions that offer competitive interest rates. From famous companies like Shriram Finance to Bajaj Finance, our priority is always on capital protection, regular income, or wealth preservation. Our fixed deposit options cater to your needs.
Senior Citizen Investment and Health Plans
We understand the unique needs of senior citizens and offer a variety of tailored investment plans and health insurance products for them. These include higher-return investment options, monthly income schemes, and comprehensive health plans to ensure financial independence and security in retirement.
NRI Insurance and Investment Plans
Our services extend to Non-Resident Indians (NRIs) who wish to secure their financial future in India. From life insurance and health insurance to investment plans, we help NRIs manage their wealth efficiently. Our advisors are well-versed in regulatory requirements, ensuring hassle-free transactions and portfolio management.
NHS Pension Transfers
If you are a former NHS employee residing in India or another country, we provide assistance with transferring your NHS pension. We have been helping Indian doctors who worked for NHS UK and Scotland to transfer their Pension funds to India through QROPS Our expertise ensures a seamless transfer process, helping you make the most of your pension funds in your new home country.
Insurance and investment services we offer at S Square Financial Services?
- Customized Solutions: We understand that every client is unique, so our recommendations are tailored to your specific financial goals and needs.
- Expert Guidance: Our team of experienced professionals offers in-depth advice across all financial products.
- Transparency: We prioritize clarity and honesty in all our transactions and communications.
- End-to-End Support: From consultation to implementation, we provide comprehensive support to ensure a smooth experience.
At S Square Financial Services, we are your trusted partner in financial planning. With our diverse offerings and personalized approach, we strive to help you build a secure and prosperous future. Let us help you make informed decisions and achieve your financial aspirations. Reach out to us today and take the first step toward financial freedom.