Certified Risk Professionals | 5+ Years

Secure Your Legacy.

Expert clinical audits for insurance and wealth growth. We prioritize your family's safety over provider quotas.

+12.5% Growth

Advisory Blueprint

Over 5 years of market mastery in life and health protection.

HLV Precision

We calculate your Human Life Value to ensure your family's income continues exactly at the same rate, even if you are not there. Anything less is poor planning.

MWP Protection

We guide business owners on Married Women's Property Act registration. This makes your policy proceeds legally untouchable by any future business creditors.

Claim Concierge

While portals give you an automated bot, we give you a senior desk to handle hospital coordination and paperwork during an actual emergency.

Common Inquiries.

No. As certified partners for LIC and New India Assurance, our service costs are covered by standard provider commissions. You get professional audits and 24/7 claim support for free.

Yes. We specialize in portability analysis, helping you move to better plans without losing your pre-existing disease waiting periods.

The Legacy of Trust

"Everyone deserves a senior expert for their family's financial safety."

Founded in 2022 by Mr. Meena, we serve 3,500+ individuals across Coimbatore and Chennai. In 5 years, we analyzed 10,000+ policies to fix gaps that cost families crores in lost benefits.

Mission

Clinical audits and honest guidance for multigenerational security.

Vision

To be South India's gold standard for family financial resilience.

Meena Team Meeting

Advisory Solutions

Lifecycle protection and systematic wealth strategies.

Life Mastery

Expert LIC and Term Life planning. We focus on income replacement (HLV) and MWP Act compliance for absolute security.

Health Shield

Beating medical inflation (14% p.a.) with smart Base + Top-up plans. We prioritize plans with no room-rent capping.

SIP Mastery

Goal-based mutual fund investments designed for long-term wealth compounding and systematic withdrawals.

Precision Planning Hub

Life Cover Analysis

₹5L
₹0

Security Target

₹50,00,000

Family Goal Protector

2
₹20L

Child Legacy Shield

₹40,00,000

SIP Wealth Future

₹5k

Est. Wealth @12% (10Y)

₹11,61,695

The Advisory Edge

Unbiased Integrity

We prioritize your legacy needs over quotas, ensuring honest guidance every time.

LIC Trusted Partner

Leveraging India's sovereign guarantee to ensure state-backed stability.

Dedicated Claim Desk

Documentation and hospital follow-ups are our core values during your time of crisis.

Hall of Excellence

Get in Touch.

Book a complete clinical portfolio audit today. Our senior advisors are ready to analyze your risk gaps.

Chennai Hub

986, 67th Street, 11th Sector,
KK Nagar, Chennai - 600078

Direct Support

+91 97105 06057 / 87782 96754

Clinical Audit Request