Come and talk to us
Call, WhatsApp or send us a message and we'll get back to you within a working day. If you're in Indore, you're welcome to drop by our office in Vijay Nagar.
Our office
Ramasure Financial Services
Mon – Sat: 9:30 AM – 7:00 PM IST
Closed on Sundays & public holidays
Common questions before you get started
Short answers about getting started, paperwork and how your money is kept safe.
Your funds always move directly between your bank account and the AMC/exchange/insurer — we never hold client money. Documents are stored in encrypted, access-controlled digital vaults.
For most investment and insurance products you need PAN, Aadhaar, a cancelled cheque or bank statement, and a recent photograph. Our e-KYC process pre-fills most of this automatically, and our team shares a checklist specific to your chosen product.
Yes. From e-KYC and Aadhaar-based e-sign to digital consent for insurance proposals, the entire journey — barring a few regulator-mandated exceptions — is completed online or over a video call.
Your first financial review is complimentary. We are compensated through standard, disclosed commissions depending on the product — always shared transparently before you proceed.
Yes, we regularly assist clients in transferring the distributor/broker mapping for existing mutual fund folios and can review your current insurance portfolio for gaps or overlaps at no cost.
Our dedicated claims team helps you file, track, and follow up on insurance claims and mutual fund redemptions end-to-end, including liaising with the insurer or AMC on your behalf until settlement.