FAQs

Frequently Asked Questions

Everything You Want to Know

We answer the most common queries to help you understand insurance, investments, and financial planning more clearly. Our aim is to guide you with clarity, trust, and complete support at every step.

What insurance services does Prosperity Planners offer?

We offer complete insurance solutions including Health Insurance, Term Insurance, Car Insurance, Investment Plans, and LIC Policies. Our team guides you in selecting the most suitable plan based on your needs and financial goals.

How do I choose the right health or term insurance?

Choosing the right insurance depends on your age, family size, medical history, lifestyle, income, and future goals. We help you compare plans, understand real benefits, and pick a policy that offers the best mix of coverage + affordability.

Do you assist with claim support and documentation?

Yes, absolutely. We provide complete claim support, including documentation guidance, coordination with the insurance company, and real-time follow-up until the claim is successfully processed.

How can Prosperity Planners help me with LIC plans?

We explain every LIC plan in simple language, help you compare returns, guide you with tax benefits, and assist in selecting the plan that builds long-term wealth + financial security for your family.

Are mutual funds safe for beginners?

Yes, mutual funds are considered a safe and balanced investment option for beginners. With SIPs, you can start with small amounts and grow consistently. We help you choose funds based on risk profile, time horizon, and financial goals.

How much investment should I start with?

You can start with any amount, even ₹500 per month through SIPs. Our experts plan according to your income, expenses, savings, and future goals so you can start comfortably.

Do you charge any advisory fees?

No, we do not charge any direct fees from clients. Our guidance is completely free, and you only pay the insurance or investment company as per standard policy/process.

Why should I choose Prosperity Planners?

Because we offer:

  • Personalized financial guidance

  • Transparent advice (no hidden charges)

  • Claim support

  • Fast policy comparison

  • End-to-end assistance

  • Trusted by 300+ clients

We aim to make financial planning simple, stress-free, and trustworthy.

Looking for Trusted Financial Guidance?

We help individuals and families make smarter decisions with expert insurance planning, investment strategies, and long-term wealth solutions.

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