Your Trusted Insurance Advisory Partner

At our Insurance Advisory Firm, we believe that protection is not a product—it is a strategy. We exist to empower individuals, families, and businesses with clarity, confidence, and well-structured financial security solutions. With a strong foundation in financial planning, risk management, and research-backed advisory, we help clients make informed decisions that safeguard their present and strengthen their future.

Our approach is rooted in understanding you—your goals, responsibilities, aspirations, and risk appetite. Every recommendation we make is backed by detailed analysis, transparent communication, and a commitment to long-term value creation. We don’t sell policies; we design protection strategies that evolve with your life stages and financial milestones.

Our Core Skill Sets & Unique Strengths

1. Detailed Analysis of Financial Need

We begin with a comprehensive assessment of your financial landscape—income, liabilities, dependents, lifestyle goals, and future aspirations. This helps us identify real protection gaps and design solutions that are neither excessive nor inadequate.

2. Financial Risk Profiling

Every individual has a unique risk appetite. Through structured risk-profiling tools, we evaluate your comfort with uncertainty and align insurance solutions that match your financial personality.

3. Consultative Approach

We believe in conversations, not transactions. Our advisory process is interactive, educational, and transparent. We guide you through every step—explaining benefits, limitations, costs, and long-term implications.

4. Research-Oriented Recommendations

Our recommendations are backed by deep product research, insurer performance analysis, claim settlement history, and suitability mapping. This ensures you receive unbiased, data-driven advice.

5. Right Product for the Right Financial Need

Whether it’s life insurance, health insurance, retirement planning, or business protection, we ensure that every product aligns perfectly with your goals. No over-selling, no under-insuring—just the right fit.

Why Clients Trust Us

• We simplify complex insurance decisions
• We offer unbiased, transparent, and ethical advisory
• We focus on long-term relationships, not one-time sales
• We integrate financial planning with risk management
• We ensure continuous review and policy optimisation

Our mission is simple: to protect what matters most to you, with precision and purpose.

Radhika Vishwesh Patil

Prospira Wealth Assure

+91 8275 2 88771 | radhika@prospirabharat.com