Email Address

Info@gisa.co.in

Phone Number

(+91) 83 0549 0111
(+91) 83 0549 0333

Our Location

Raipur, Chattisgarh

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Portfolio Review

Welcome to our Portfolio Review Service

we specialize in helping you make informed financial decisions to secure your future. Your financial portfolio is a critical aspect of your life, and we are here to ensure it aligns with your goals and aspirations.

  • Investment Analysis
  • Risk Assessment
  • Asset Allocation
  • Diversification Strategy
The Consultation Process

Discover what happens after you call our executive

Our portfolio review process is designed to make insurance simple and accessible for you. Here’s how it works:

01

Needs Assessment

We begin by evaluating your current financial situation, investment goals, risk tolerance, and existing portfolio holdings.

02

Customized Solutions

Based on the assessment, we design a tailored investment strategy and asset allocation plan that matches your unique objectives and risk profile.

03

Review and Explanation

We will present the proposed plan, explaining all the coverage details, policy terms, and any additional options.

04

Policy Activation

Once you're satisfied with the proposed plan, we guide you through the process of adjusting your portfolio to align with the recommended strategy.

Appointment

Lets Protect Your Business, Life And Much More

Book your appointment with us today! Fill out the quick and simple appointment form below, and our team will be in touch to confirm your meeting with our expert insurance advisors.

Opening Hours
Monday - Saturday
  • 9.00 AM - 7.00 PM

Raipur, Chattisgarh

  • Shop no. 3 & 4, Global Tower, Avanti Vihar Colony, Raipur - 492001
  • (+91) 83 0549 0111
  • Info@gisa.co.in

Bhilai, Chattisgarh

  • A/3 Nakoda Chambers Near Union Bank Supeta Square, Bhilai
  • (+91) 83 0549 0333
  • Info@gisa.co.in
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Years Of Experience

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People Insured

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Projects Completed

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Professional Team

Testimonials

What Our Clients Say

Discover what our valued clients have to say about their experiences with us.

Mr. Nitin Gupta M.D of Beekay Engineering & Corp.

I can't express how grateful I am for the exceptional service I received. They guided me through a complex insurance claim with patience and expertise. Highly recommend!

Mr. Dharmendra Singh M.D of Jai ambey Emergency services Pvt. Ltd

This team is incredibly trustworthy and reliable. They have been our insurance partners for years, and their dedication to finding the best coverage at the best rates is unmatched.

Mr. Sandeep Agrawal Director of Hariom Ingots & Power Pvt. Ltd

When it comes to insurance consultation, their expertise is beyond compare. They helped me navigate a tricky policy and made sure I had the coverage I needed. I wouldn't go anywhere else.

Mr. Jogender Singh M.D of Jai Ambey Roadlines Pvt Ltd

I was amazed by how prompt and efficient their claims processing was. They made a stressful situation manageable and ensured a quick resolution. Thank you!

Mr. Ketan Gulati M.D of Shivam Hi-Tech Pvt. Ltd.

What sets them apart is their personalized service. They took the time to understand my unique needs and crafted an insurance plan that was tailored just for me. I feel truly valued as a client.

At GISA we’re your unwavering shield, your trusted guide, and your insurance confidant. Count on us to secure your present and protect your future with tailored insurance solutions

  • Shop no. 3 & 4, Global Tower, Avanti Vihar Colony, Raipur - 492001
  • (+91) 83 0549 0111

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