I once thought saving monthly was enough, but without a plan, I was drifting. Estafin Investments understood my goals and created a personalized plan suited to my income and risk profile. Now, I’m not just saving, I’m building a secure financial future.
Before Estafin Investments, my finances felt scattered. I was saving but without direction. As a working woman managing career and family, I needed clarity — and Estafin’s goal-based approach gave me that. Their team understood my goals and built a clear, step-by-step plan tailored to my needs
I’ve known Prakash Yalavatti since 2016, and he’s been more than a financial advisor — a trusted guide. With his clear and practical advice, I confidently purchased a home worth ₹1.5 crore. His constant support and personalized planning made every step smooth. I’m truly grateful for his guidance in helping us achieve our financial goals
Insurance
Plan for Uncertainties. Provide for Certainties. Insurance isn’t just about premiums or paperwork, but about peace of mind. At EstaFin, we simplify insurance for you, be it life, term, or health, so you and your family are always protected without overpaying or under-covering.
Get the right coverage plan, secure your future and your family’s.
Types of Insurance We Offer
- Life Insurance – Secure a safety net that takes care of your loved ones even in your absence.
- Term Insurance – High cover at low cost, ensuring pure protection when your family needs it the most.
- Health Insurance – Rising medical costs shouldn’t hold back access to the best treatment.
How does EstaFin Make Insurance Easy
Step 1: Understand Your Life Stage & NeedsWe examine your dependents, income, liabilities, and lifestyle.
Step 2: Recommend the Right CoverWe identify gaps and suggest suitable coverage for:
- Income replacement
- Medical emergencies
- Child's future planning
- Major life events
We guide you end-to-end in your insurance journey, covering everything from documentation and underwriting to claims.
Step 4: Annual ReviewYour needs evolve. So should your cover. We review annually to make sure you're not under- or over-insured.
Ideal for
- Young professionals starting a family
- Mid-career individuals with dependents
- Senior citizens needing post-retirement healthcare cover
- Business owners ensuring business continuity
- Anyone who values security over uncertainty
Why Choose EstaFin
- IRDAI Certified Insurance Advisors
- Neutral Advice: We’re not tied to one insurer
- Assisted by an experienced team and not algorithms
- Claims guidance & documentation support
- Transparent comparison across plans
- Integrated into your overall wealth plan