Expert Financial Consulting for Loans, Investments & Insurance

Loans & Financing Solutions

Get Fast Approval with Expert Guidance

At Adleaf Consultancy, we simplify the loan process by offering personalised financing solutions across home loans, business loans, personal loans, loans against property, vehicle loans, and working capital funding. We compare top banks and NBFCs to help you secure the best interest rates, faster approvals, and minimal documentation.

• Expert Loan Advisory

• End-to-End Processing

• Strong Banking Network

Insurance Planning

Secure Your Life, Health & Assets

Protect what matters most with our complete insurance consultancy services, including life insurance, term plans, health insurance, motor insurance, property coverage, and corporate risk solutions. We offer claim support, unbiased plan comparison, and custom coverage strategies so you’re always financially protected.

• Zero-biased Advisory

• Claim Assistance

• Tailored Coverage Plans

Mutual Fund Investments

SIP & Wealth Growth Advisory

Make your money work smarter with our goal-based mutual fund planning. Whether you’re a new investor or looking to scale your portfolio, we help you build consistent wealth through SIPs, lump sum investments, ELSS Tax-Saving Funds, and Diversified Mutual Fund Portfolios.

• Risk Profiling

• Market Research-Based Fund Selection

• Performance Tracking

Portfolio Management Services

Secure Your Life, Health & Assets

For serious investors seeking high-yield, professionally managed portfolios, our PMS offers strategic asset allocation, expert fund management, and performance tracking. We build diversified equity, debt, and hybrid portfolios aligned with your long-term wealth goals.

• Zero-biased Advisory

• Claim Assistance

• Tailored Coverage Plans

1. What financial services does Adleaf Consultancy offer?

We provide Loans, Investments, Insurance Planning, Mutual Funds, SIPs, Tax Guidance, and Portfolio Management Services.

2. Which types of loans can you help with?

Home Loans, Personal Loans, Business Loans, Loan Against Property, Vehicle Loans, and Working Capital Funding.

3. Do you help compare banks to find the best loan rates?

Yes. We compare multiple banks and NBFCs to get you the best interest rates, faster approvals, and smooth documentation.

4. What investment services do you offer?

We help with SIPs, Mutual Funds, ELSS Tax-Saving Funds, Goal-Based Investments, and Long-Term Wealth Planning.

5. Do you provide insurance guidance as well?

Yes. We advise on Life Insurance, Term Plans, Health Insurance, Motor Insurance, and Property Insurance with claim support.

6. How safe is it to invest through Adleaf Consultancy?

We only work with SEBI-registered partners, reputed fund houses, and verified insurance providers. Your financial safety is our priority.

7. Do you charge for consultation?

Initial consultation is free. Charges apply only when you decide to proceed with filing, planning, or investment services.

8. Can you help manage my long-term wealth?

Yes, through PMS and structured investment planning, we help you build a diversified portfolio aligned with your risk and goals.

CONSULTANCY SERVICES –FAQs