Insurance Planning

    Protect yourself and your loved ones with the right insurance coverage

    Types

    Life Insurance

    Protect your family's financial future

    • Coverage: 10-20x annual income
    • Term insurance for pure protection
    • Whole life for savings component

    Health Insurance

    Coverage for medical emergencies

    • Individual: ₹5-10 lakhs coverage
    • Family floater: ₹10-20 lakhs
    • Top-up plans for higher coverage

    Home Insurance

    Protect your property and belongings

    • Structure coverage: Full value
    • Contents coverage: 20-30% of value
    • Protection against natural disasters

    Motor Insurance

    Mandatory coverage for vehicles

    • Third-party: Mandatory by law
    • Comprehensive: Full coverage
    • No-claim bonus benefits

    Why Insurance Planning Matters

    Insurance planning helps protect you and your family from unexpected financial risks such as medical emergencies, accidents, loss of income, or damage to property. Without adequate insurance, even a single unforeseen event can disrupt long-term financial goals and savings. Proper insurance planning ensures financial stability, peace of mind, and the ability to handle emergencies without relying on loans or selling assets.

    Which Insurance Do You Need?

    Choosing the right insurance depends on your life stage, income, and responsibilities. Not everyone needs every type of insurance, but having the right mix is important.

    For Salaried Individuals

    • Life Insurance (term plan for income protection)
    • Health Insurance (individual or employer + personal cover)
    • Motor Insurance (mandatory if you own a vehicle)

    For Families

    • Life Insurance with higher coverage
    • Family floater health insurance
    • Home insurance if you own a house

    For Self-Employed or Freelancers

    • Health insurance with a top-up plan
    • Term life insurance
    • Optional income protection plans

    Common Insurance Mistakes to Avoid

    Many people buy insurance without proper understanding. Avoid these common mistakes:

    • Buying insurance only for tax savings
    • Choosing very low coverage to reduce premiums
    • Relying only on employer-provided health insurance
    • Not reviewing or updating policies after major life events
    • Ignoring policy exclusions and claim conditions

    How Much Insurance Coverage Is Enough?

    Having insurance is important, but having adequate coverage matters even more.

    Life Insurance:

    Coverage should be around 10–20 times your annual income to support your family's future expenses.

    Health Insurance:

    At least ₹5–10 lakh for individuals and ₹10–20 lakh for families, depending on city and medical costs.

    Home Insurance:

    Coverage should match the full reconstruction value of your property, not the market price.

    Motor Insurance:

    A comprehensive policy along with mandatory third-party coverage is recommended for better protection.

    Insurance Planning Tips

    Buy Early

    Premiums are lower when you're younger and healthier

    Review Regularly

    Update coverage as life circumstances change

    Compare Policies

    Shop around for best coverage and premiums

    Read Fine Print

    Understand exclusions and claim procedures