Insurance & Financial Solutions

Solutions designed around your financial journey.

From protecting your family and preparing for healthcare needs to building savings, planning retirement and creating long-term wealth, explore solutions designed to support different stages of life.

Six solution categories
Explore protection, health, savings, retirement, Shubh and wealth-focused options.
Guidance across India
Support for customers looking to plan from anywhere in India.
Needs-led approach
Understand your goals before exploring suitable solutions.
One Place. Multiple Needs.

Your financial needs change with life.

Your insurance and financial planning priorities may change as your responsibilities, income and goals evolve.

Maa Bhagwati Fintech helps you explore different insurance and financial solution categories based on what matters to you today and what you want to prepare for tomorrow.

Whether your priority is family protection, health, disciplined savings, retirement income or long-term wealth creation, start by identifying the solution category that matches your objective.

The right starting point is not a product. It is understanding what you want your money and protection to achieve.
Explore Our Solutions

Find the solution that matches your goal.

Explore each category to understand the types of solutions available and decide where you want to begin.

SOLUTION 01
H

Health Solutions

Prepare for health-related financial uncertainties with health-focused insurance solutions and critical illness-related options.

  • Health-focused financial protection
  • Critical illness-related options
  • Cancer benefit options
  • Support for broader financial planning
Explore Health Solutions
SOLUTION 02
S

Saving Solutions

Build financial discipline and work towards future goals through savings-focused insurance solutions.

  • Guaranteed income and maturity-oriented options
  • Flexible premium and policy choices
  • Regular or deferred income options
  • Solutions for different financial goals
Explore Saving Solutions
SOLUTION 03
P

Protection Solutions

Help protect the financial future of your family through life protection and term-oriented insurance solutions.

  • Family financial protection
  • Term and life protection options
  • Whole-of-life options where applicable
  • Flexible protection choices
Explore Protection Solutions
SOLUTION 04
R

Retirement Solutions

Prepare for life after your working years with pension and annuity-oriented solutions designed around retirement income needs.

  • Immediate and deferred annuity options
  • Regular retirement income options
  • Individual and joint-life choices
  • Retirement-focused financial planning
Explore Retirement Solutions
SOLUTION 05
SH

Shubh Solutions

Explore solutions combining protection, health-related benefits, income planning and long-term financial objectives.

  • Protection-oriented options
  • Health and critical illness-related features
  • Income and retirement-oriented choices
  • Flexible planning options
Explore Shubh Solutions
SOLUTION 06
W

Wealth Solutions

Explore market-linked and wealth-oriented insurance solutions for long-term financial planning and wealth creation.

  • SIP-oriented options
  • Market-linked wealth solutions
  • Multiple investment strategies and funds
  • Long-term wealth planning options
Explore Wealth Solutions
Where Should You Start?

Begin with the goal that matters most to you.

You do not need to understand every insurance product before starting. Begin with your primary financial need.

IF YOUR PRIORITY IS

Protecting your family

Start with Protection Solutions to explore life and family financial protection options.

IF YOUR PRIORITY IS

Preparing for health risks

Start with Health Solutions to explore health and critical illness-focused options.

IF YOUR PRIORITY IS

Building future savings

Explore Saving Solutions for savings, income and maturity-oriented objectives.

IF YOUR PRIORITY IS

Creating retirement income

Explore Retirement Solutions for pension, annuity and retirement-income planning.

IF YOUR PRIORITY IS

Planning for multiple goals

Explore Shubh Solutions for options combining different protection and financial objectives.

IF YOUR PRIORITY IS

Long-term wealth creation

Explore Wealth Solutions for market-linked and wealth-oriented financial planning options.

How We Help

From your goal to an informed decision.

Our role is to make the process easier to understand, so you can evaluate your options with greater clarity.

STEP 01

Understand

We start by understanding your financial goals, responsibilities and protection needs.

STEP 02

Identify

We identify the solution category that may be relevant to your objective.

STEP 03

Explore

Review available products, benefits and applicable policy features.

STEP 04

Decide

Make an informed decision after considering affordability, eligibility and policy terms.

Quick Answers

Questions about our solutions?

Start here if you are unsure which solution category is relevant to your needs.

The appropriate solution depends on your goals, financial responsibilities, affordability, existing protection and other circumstances. You can start by identifying your primary need and then explore the relevant solution category.
Yes. Different financial objectives can require different types of planning. For example, family protection, health planning, savings and retirement may all form part of a broader financial strategy.
Yes. You can contact Maa Bhagwati Fintech to discuss your requirements and explore available solutions. Final eligibility, underwriting, acceptance and policy benefits remain subject to the applicable insurer's terms and conditions.
No. Product suitability depends on factors such as your needs, affordability, age, eligibility, underwriting requirements and applicable policy terms. Product features can also vary.
No. You can begin by explaining your financial goal or concern. An advisor can help you understand which solution category may be relevant and what factors you should consider before making a decision.
Maa Bhagwati Fintech is positioned to assist customers with insurance and financial solution enquiries across India. Availability, eligibility and policy issuance remain subject to the applicable insurer's process and requirements.
Start Your Planning

Not sure where to start?

Tell us what you are planning for — protection, health, savings, retirement or wealth — and explore the relevant solutions with Maa Bhagwati Fintech.

Important: Insurance products are subject to eligibility, underwriting, policy terms, exclusions, conditions and applicable regulations. Information presented on this page is intended for general understanding and does not constitute a recommendation, guarantee of coverage or guarantee of returns. Please review the applicable product and policy documents carefully before making a purchase decision.