We specialize in offering our clients a complete 360°, end-to-end Wealth Management and Risk Management solutions.
PMS is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing it themselves. We at Torin are associated with some of the best fund management veterans in India to take care of our HNI portfolio management needs.
The first and foremost step of financial planning is Wealth Preservation. In order to preserve your wealth, it is very important to create a financial replacement of yourself in your absence and your illness. At Torin, our team of insurance experts work closely with our clients to do a deep analysis of their needs and profiles and then suggest them Term and Health Insurance plans accordingly
All the valuable possessions you have carefully and lovingly maintained over the years, like your tastefully designed homes, jewelleries, art collection, precious heirlooms, vintage cars and priceless artefacts have been painstakingly acquired over the years. It might not be easy to find an insurance that provides the right mix of protection, cover levels and service for your lifestyle.
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We specialise in various customised tailor-made insurance products like Event Insurance (Insurance for events like Ganpati Mandap, Garba, Marathon and the likes), Liability Insurance, Trade Credit Insurance, Cyber security insurance and even Insurance for your Marriage! Get in touch to know more!
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Torin caters to corporate and institutional clients by providing them the following products - Keyman Insurance, Employer-Employee Life Insurance, Group Health Insurance, Group Personal Accident, Workmen Compensation.
Other kinds of insurance available for corporates are Fire, Marine, Burglary, Trade Credit Insurance, and Professional Indemnity
Yes, we do provide consulting solutions to NRIs with regard to their investments, solutions for Portfolio Management Services (PMS), taxation implications of their investments, and financial planning.
We also have NRI-specific Health Insurance, Term Insurance, International travel insurance plans under our product umbrella.
Financial Planning starts right from budgeting (forecasting an individual's expenses and income), cash flow management, and using it to plan investments for future needs like Children's education, Marriage, and Self retirement. There is no single-rule applicable to all when it comes to financial planning. Everyone should get their own financial planning customized according to their own needs, wishes, and risk appetite.
Though one should have their financial journey planned in their early 20s, if you have passed that age, now is the time to start! Better late than never!
We are known for our specialized tailor-made products for High Networth Individuals and professionals. One of the really interesting and much-needed product for them is our Luxurious Home-package Insurance (which can ensure pen to plane - anything under the roof of their residence).
PMS : Other tailor-made products are Professional Indemnity for Doctors, Lawyers, and Chartered Accountants
You can provide us with your existing insurance policies and we can audit it for you and let you know if you can get extra features at the same price for a product or the same features at a cheaper price.
As we deal with multiple insurance companies, we represent the client and not any specific insurance or investment company
If you are a Chartered accounting firm or a financial consultant wanting to provide your clients with a 360-degree approach to wealth management, you can contact us and make a new business opportunity for yourself.
Write to us and we will get in touch with you.
Reach out to us at any of our touch points.
Torin Wealth Management, G1-B, International Trade Center, Majura Gate, Surat - 395002.
Email: info@torinwealth.com
Phone: 0261 4041122
