Investment Services | PR Finance, Mandsaur
Investment Services · 2 of 3

Insurance, Demat & Investment Services

Motor insurance, demat & trading accounts with top brokers, mutual funds and digital gold — matched to your risk profile and goals, all from one desk.

Portfolio SnapshotSample Growth
+18.4% 1-Year Return
Mutual Fund SIP+21.2%
Digital Gold+12.8%
Equity (Demat)+19.6%
5 Insurance Options
5 Broker Demat Accounts
Mutual Funds & Digital Gold
Pan-India Assistance

Motor Insurance

Two wheeler, car and comprehensive motor insurance with digital, instant issuance — we compare quotes across insurers so you get the right cover at the right price.

Instant Digital Policy IssuanceGet your policy the same day, fully online.
Third-Party & Comprehensive CoverChoose the cover level that matches your vehicle and budget.
Renewal RemindersWe track your policy expiry so cover never lapses.

Insurance Options

5 Options

Two Wheeler Insurance

Third-party or comprehensive cover for scooters and motorcycles, issued digitally in minutes.

Instant Issuance

Car Insurance

Comprehensive or third-party car cover compared across insurers for the best price and add-ons.

Most Popular

Comprehensive Cover

Own-damage plus third-party liability in one policy, with optional zero-depreciation add-on.

Full Protection

Third-Party Cover

The legally mandatory minimum cover, at the lowest premium, issued the same day.

Budget-Friendly

Commercial Vehicle Insurance

Cover for goods carriers, passenger vehicles and fleets used for business purposes.

For Businesses

Demat & Trading Accounts

Start investing in stocks, mutual funds and bonds with a demat account from a broker matched to your trading style — low brokerage for active traders, full-service for beginners.

Broker Matched to Your NeedsDiscount or full-service, based on how you plan to invest.
Fast Digital OnboardingKYC and account activation usually within 1–2 days.
Bank-Linked for Instant SettlementYour demat is linked to your bank for seamless trading.

Demat & Trading Accounts

5 Brokers

Zerodha

India's largest discount broker — flat-fee delivery and intraday trading with the Kite platform.

Discount Broker

Upstox

Low-brokerage trading app with fast order execution, popular with active intraday traders.

Discount Broker

Angel One

Full-service broker with research, advisory and guided investing for beginners.

Full-Service

Groww

Simple, beginner-friendly app for stocks, mutual funds and IPOs in one place.

Beginner-Friendly

ICICIdirect

Bank-backed full-service broker with 3-in-1 account linking savings, demat and trading.

Bank-Linked 3-in-1

Mutual Funds & Digital Gold

Start a SIP in mutual funds or buy digital gold in small amounts — simple ways to build long-term wealth without needing a demat account or large capital.

Start with Small AmountsSIPs and digital gold both allow investing from a few hundred rupees.
Goal-Based GuidanceWe help match the product to your time horizon and goal.
Fully Digital SetupAccount setup and first investment, done online.

Investment Options

3 Options

Mutual Fund SIP

Start a monthly SIP in equity, debt or hybrid funds matched to your goal and risk comfort.

From ₹500/mo

Digital Gold

Buy and sell 24-karat digital gold in small amounts, stored securely and redeemable anytime.

No Locker Needed

Fixed Deposits & Bonds

Low-risk fixed deposits and bonds for steady, predictable returns on your surplus savings.

Low Risk
Why Choose Us

Independent Advice, Not a Sales Pitch

We're not tied to one insurer, broker or fund house — every recommendation is matched to your actual goal.

Unbiased Comparison

We compare across insurers, brokers and fund houses, not push one provider.

Goal-First Matching

Every recommendation starts with your goal and risk comfort, not a product quota.

Fully Digital Onboarding

KYC, account opening and first investment — all completed online, with our support.

Renewal & Review Reminders

We track policy renewals and check in on your portfolio so nothing is left unattended.

How It Works

From Enquiry to Invested

A simple, four-step process handled end-to-end by our investment desk.

01
Understand Your Goal

We ask what you're investing for and your risk comfort before recommending anything.

02
Product Matching

We shortlist the insurer, broker or fund that fits your profile.

03
Digital Onboarding

KYC and account/policy setup completed online, with our support.

04
Ongoing Tracking

We track renewals, maturity and portfolio check-ins over time.

FAQ

Investment & Insurance, Answered

Everything you need to know before you get started

Do I need a large amount to start investing?
No — SIPs and digital gold both let you start with a few hundred rupees. We'll help you pick an amount that fits your monthly budget.
How do you choose which broker or insurer to recommend?
We compare charges, service quality and product fit against your specific need — trading frequency for brokers, vehicle type and usage for insurance — before recommending anything.
Can I open a demat account without any market knowledge?
Yes. We recommend full-service brokers with guidance for beginners, and can also start you with simpler mutual fund SIPs first.
Will you remind me before my insurance policy expires?
Yes — we track renewal dates and reach out before expiry so your cover never lapses.
Is the first consultation free?
Yes. We review your goals and give you clear options before any payment is made.

Ready to get insured or start investing?

Tell us your goal — cover, growth or savings — and we'll match you to the right product.