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Insurance and Mutual Funds Customers » Insurance and Mutual Funds

L&T Finance provides personalized financial solutions to retail customers in the form of Insurance and Mutual Funds. L&T Finance is also involved in selling risk products to the open market. These products are offered to you under the Smartrupee brand name.

Under Insurance and Mutual Fund products we offer:

  • Transactional Services

    We at L&T Finance service your needs by provide transaction facility in mutual funds, corporate FDs, bonds, reminders on insurance premiums, information on new fund offers, IPOs etc

  • Risk Mitigation

    L&T Finance sells risk mitigation products of motor, health etc. CPM packages are provided to loan customers. Creditlife products to supplement Micro Finance loans are also offered.

  • Advisory Services

    L&T Finance provides solutions that take into account the customers goals and provide a holistic solution using expert portfolio tools like risk appetite calculators, need analysis, life value calculators etc. The advice covers insurance and investment avenues that would lead to achievement of your goals and fulfillment of commitments on a long term basis.

So why partner with us?

L&T Finance Insurance and Mutual Funds would like to partner with you and help you in identifying your dreams of tomorrow, today. What’s more, you will have access to our dedicated relationship managers who will help you to determine your risk appetite, examine various investment avenues and draw-up a financial plan tailor-made especially for you. Our expert advisors will also help you to monitor your investments regularly and take corrective measures whenever required.

Advantages of partnering with L&T Finance

  • Personalized Financial solutions
  • Complete Package on offer – Both wealth as well as insurance need(Both General Insurance and Life Insurance)
  • End to end solutions
  • Convenience – backed by best in class service

Salient Features of our Insurance and Mutual Funds

  • Emphasis on systematic and planned investments
  • Backed by solid research and a team of expert advisors
  • Asset allocation based upon the individuals risk appetite and stage in life, while taking into consideration ideal asset and portfolio diversification principles
  • Continuous monitoring and active re-balancing depending on changing needs and market dynamics
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