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    Risk Management

    Risk Management

    Managing risks is critical to preserving your wealth. At Money Pick, we offer a range of insurance solutions to safeguard you and your family from unforeseen financial setbacks.

    Insurance

    From life insurance to health, property, and business insurance, we help you select comprehensive coverage that protects your assets and secures your future. Our team ensures that you have the right mix of policies to mitigate risks effectively.

    Our Services

    IEPF Claim

    The Investor Education and Protection Fund (IEPF) Claim is a process through which investors or their legal heirs can reclaim unclaimed dividends, shares, debentures, or other securities that have been transferred to the IEPF Authority by companies.

    Duplicate Issue of Shares

    A duplicate issue of shares occurs when a company issues additional shares to a shareholder, often to replace lost or destroyed share certificates

    Transmission of Shares

    Transmission of shares refers to the transfer of ownership of shares due to events like death, bankruptcy, or insolvency of a shareholder.

    Unclaimed Provident Funds

    Unclaimed provident funds refer to retirement savings that have not been withdrawn or transferred by employees after leaving a job or upon retirement.

    Unclaimed Insurance

    Unclaimed insurance refers to life insurance policies or benefits that have not been paid out to beneficiaries because the policyholder has not made a claim or the beneficiaries are unaware of the policy's existence.

    Unclaimed Mutual Funds

    Unclaimed mutual funds refer to investment accounts or dividends that investors have not accessed or claimed, often due to lost documentation, change of address, or unawareness of the investment.

    Inoperative Bank Deposit

    An inoperative bank deposit refers to a bank account that has not had any activity or transactions for a specified period, typically ranging from 12 to 24 months.

    Estate Planning

    Estate planning is the process of organizing and arranging how an individual’s assets, wealth, and responsibilities will be managed or distributed after their death or incapacitation.

    Health Insurance

    In risk management, health-related risks refer to the identification and mitigation of potential threats to individuals' physical and mental well-being. The goal is to minimize the impact of health risks on individuals and organizations.

    Vehicle Insurance

    In risk management, vehicle-related risks refer to the identification, assessment, and mitigation of potential risks associated with owning, operating, or using vehicles.

    Life Insurance

    In risk management, life-related risks refer to the uncertainties and potential financial losses associated with death, disability, or critical illness of individuals. These risks primarily impact families, businesses, and financial dependents.

    Business Insurance

    In risk management, business risks refer to potential threats that could disrupt a company's operations, profitability, or growth. These risks include financial instability, operational failures, market competition, etc.

    Will Preparation

    Will preparation is the process of creating a legal document, called a will, that outlines how a person’s assets and property will be distributed after their death.

    “Achieve financial freedom and create generational wealth”

    Contact Info

    We are AMFI registered mutual fund distributer. ARN – 295358

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