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Services

Risk Identification & Management
  • Identification of the risks / exposures as to what can happen and how can it happen
  • Evaluating the risks / exposures utilizing risk models
  • Based on Company’s Balance Sheet and Risk Philosophy, develop Risk Retention & Transfer strategy
  • Develop a Risk Insuring Strategy based on client’s requirements
  • Mapping the context in terms of defining the profile of the sector,
  • Analyzing the risk in terms of its likelihood and the consequence of the same
  • Developing treatment plans in terms of feasibility of the same
Existing Portfolio Review
  • Conducting detailed evaluation and analysis of the existing Insurance portfolio of clients
  • Utilizing risk management systems to conduct thorough inspection of Risk exposures
  • Mapping risk exposures with the existing coverage
  • Identify any uncovered risks and gaps in the insurance cover
  • Optimize the cost of insurance coverage
Risk Underwriting
  • Identifying and Collating available Insurance covers required to cover the associated risks
  • Initiating discussions with best underwriters in the market to obtain competitive offers
  • Obtain & Evaluate various offers received from various underwriters and identify the best solutions
  • Negotiate with the underwriters to customize the policy cover and to obtain best possible rates
Premium Placement
  • Understanding and evaluating Insurance cover to be procured
  • Initiate discussions to arrive at optimal sum Insured
  • Identifying and selection of the Underwriters for quotations.
  • Comparison of quotes on the Technical & Commercial criteria
  • Negotiations with the Underwriters & Placement of Insurance business.
Claim Management
  • Be a single point of contact for each and every claim that arises which enables the client to avoid any communication gap in terms of information sharing
  • Develop Standard Operating Procedure to deal with the claims.
  • Ensure adequate allocation of every resource in terms of time, technical know-how, system support, etc. for the smooth functioning of the claims procedure and avoid any friction in the entire process
  • Focus on prompt filing of claim & investigation to ensure quick and Cost-effective settlement.
  • Complete end-to-end service starting from notification of claim to Investigation /survey to negotiations till the final settlement.
  • Why Insurance Brokers
  • Insurance Services
  • General Insurance
  • Life Insurance
  • Claims Settlement
  • FAQs

Our repertoire of services ensures maximum risk coverage low premium with claim settlement comes as a cherry.

  • Company Overview – CSIBPL
Company Presentation

how can we help you?

Contact us at the office nearest to you or submit a business inquiry online.

contact

ABOUT

CapitalSquare is a boutique financial services group headquartered in India providing services to its clientele spread across various industries and geographies.

CONTACT

205-209, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri (E), Mumbai – 400093

Tel : +91 22 6684 9999
Email: info@capitalsquare.in

GROUP COMPANIES

CapitalSquare Advisors Pvt. Ltd.

CapitalSquare Insurance Brokers Pvt. Ltd.

CapitalSquare Financial Services Pvt. Ltd.

CapitalSquare Investment Manager Pvt. Ltd.

CapitalSquare Projects Consultants Ltd.

INFORMATION

Privacy Policy

Terms of Use

Disclaimer

CapitalSquare Advisors Private Limited is a SEBI registered Category – I Merchant Banker, SEBI Registration No. INM000012219. Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093.

CapitalSquare Financial Services Private Limited is a SEBI registered stock broker and depository participant. SEBI Registration No. INZ000281836 (BSE). Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093. Compliance Officer: Sunil Kumar Manocha – compliance[at]capitalsquare[dot]in. 

List of Key Managerial Personnel | Research Analyst Grievance Addressal Matrix | Raise a New Ticket | Check Ticket Status | How to use Ticket System

Please carefully read the risk disclosure document as prescribed by SEBI and Do’s & Don’ts by BSE. For any complaints regarding securities broking or any other services rendered by CapitalSquare Financial Services Pvt. Ltd., If you want to register your complaints through SEBI Score Portal please CLICK HERE. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication & Speedy redressal of the grievances.

CapitalSquare Sampatti Samvardhan is a close ended Scheme of CapitalSquare Alternative Investment Trust, a trust organised in India and registered with SEBI as a Category III – Alternative Investment Fund with effect from 22/01/2025 vide SEBI Registration Number: IN/AIF3/24-25/1702. Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093.

CapitalSquare Insurance Brokers Private Limited is IRDAI registered Direct Insurance Broker, IRDAI Registration No. 429 (Valid from 16 Feb 2024 to 15 Feb 2027). Registered Address: 209, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093. Insure4sure is trademark of CapitalSquare Insurance Brokers Pvt. Ltd. for sell of Insurance products through online channel.

Copyright © 2023 CapitalSquare Group. All rights reserved.

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Dear Investor,

As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.

https://www.bseipf.com/investors_education.html

We believe that an educated investor is a protected investor !!!

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