Insurance & Mutual Fund Advisory

One advisor.
Every corner of your risk.

Health, life, motor, home, travel and business cover, alongside mutual fund investing, planned around your family and your goals rather than sold off a shelf. Independent advice, one point of contact, claims support when it matters most.

10+
Years advising clients
9
Lines of cover
1:1
Dedicated advisor
Health Life Motor Home Travel Business FASTag Funds
Why we exist

Protection is a plan, not a policy you buy once and forget.

Insurance is risk management, not paperwork: cover chosen well hedges against the losses you cannot predict and cannot afford to absorb alone. We compare across insurers so you're placed with the right one for your situation, not the one that pays the biggest commission.

As a mutual fund distributor we bring the same discipline to your investing, helping you build a portfolio suited to your goals and time horizon, reviewed as your life changes rather than sold once and left alone.

Our services

Cover for every stage of life

Nine ways we protect what you've built and help grow what comes next — under one advisory relationship.

01

Mutual Fund Distribution

Goal-based investing across fund houses, matched to your risk appetite and reviewed regularly.

02

Health Insurance

Individual and family floater plans with cashless hospital networks and claim handling.

03

Life Insurance

Term and savings-linked plans that secure your family's income and long-term goals.

04

Car Insurance

Third-party and comprehensive motor cover with fast, guided claims support.

05

Business Insurance

Liability, property and asset cover sized to protect what your business has built.

06

Home Insurance

Structure and contents cover against fire, theft and natural calamity.

07

Travel Insurance

Medical, baggage and trip-delay cover for domestic and international travel.

08

FASTag

Quick issuance and recharge so highway tolls never slow down your drive.

09

Vehicle PUC

Pollution Under Control certification, renewed and on record without the queue.

Why clients stay with us

Advice built around you, not the policy we'd rather sell

Independent

Unbiased comparison

We compare across insurers and fund houses, so the recommendation fits you, not a quota.

Hands-on

Claims support

We stay involved from filing to settlement, not just at the point of sale.

Personal

One advisor, always

The same person who sold your policy answers when you call about it.

Ongoing

Regular reviews

Cover and investments are revisited as your income, family and goals change.

In their words

Trusted with renewals, year after year

Insurance First 4 U has serviced us for the last 10 years. They have always been prompt, thorough and easy to reach when it counts.

Tushar Joshi · Client since 2016

Thank you for your assistance and expertise in helping us find the right insurance for our family's needs.

Suresh Mali · Client

Insurance First 4 U has serviced us for the last 3 years. They have always been the example of professionalism.

Parag Pawar · Client since 2021
Start today

Tell us what you're protecting. We'll tell you how.

A free, no-obligation consultation to map your cover and investments against your actual goals.

Book your consultation