Punarnava

Portfolio Management

We maintain and manage your insurance policy database digitally in our secured cloud server. Ensure timely renewals, addition-deletions, declarations, alterations, enhancements, endorsements and refunds, punctually.

Portfolio Management Services

Optimize Your Investments with Expert Portfolio Management

we specialize in crafting personalized portfolio management strategies designed to help you achieve your financial goals. Whether you’re a seasoned investor or just starting, our team of experts ensures your investments are aligned with your risk appetite, time horizon, and growth aspirations.

Why Choose Us?

Personalized Policies

Tailored portfolios to meet your unique financial goals.

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Diversification

Minimized risks with a balanced investment mix.

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Expert Oversight

Minimized risks with a balanced investment mix.

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Market Expertise

Backed by years of proven experience.

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Specialities

Consulting

Support

Development

Design

Offers advises on special valuations

Adequate valuation experience

Adequate valuation experience

Liaises with the IRDAI

Consulting

Support

Development

Design

Insurance Audits and Advisory

Punarnava carries out an audit of the client’s insurance portfolio on a regular basis which involves analyzing existing insurance covers in terms of risk gap analysis, premium ratings.

Valuation of Assets

Punarnava carries out an audit of the client’s insurance portfolio on a regular basis which involves analyzing existing insurance covers in terms of risk gap analysis, premium ratings. discounts eligible and allowed, additional clauses, extensions, self-insurance techniques etc.

Risk Evaluation and Transfer Mechanism

Risk Evaluation comprises of Risk Identification, Risk Analysis, Risk Mitigation and Risk Minimization. Based on Risk evaluation and Risk Retention, the Risk Transfer mechanism shall be developed. In other words what, when, how much, why and where to insure shall be addressed under Risk Transfer.

Claims Management

Litmus test of any policy is the claim. Interpretation of policy wordings and application of the same to the claim requires in-depth knowledge of the policy, understanding of the nature of the claim, cause of the claim and ascertaining the admissibility of claim.

Safety Audit and Risk Inspection

A comprehensive study of all the likely exposures due to electrical faults, storage, and other hazards associated with industries. Safety Audit is a statutory requirement under the Factories Act.

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