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Smart Invest by Jacob - What we do



What We do

We are into insuring and protecting individuals, businesses and business owners with holistic risk management solutions. Whether your organization operates around the world or locally, we are your connection to the international insurance market. Financial Planning • Be realistic about what is financially possible. • Avoid borrowing more than you can afford. • Achieve financial goals that you did not think possible. • Ensure you and your family are financially protected from the sudden shocks in life. Best Practices When Approaching Financial Planning • Look at the big picture – financial planning is more than just retirement planning or tax planning. • Don’t confuse financial planning with investing. • Don’t expect unrealistic returns on investments. • Don’t wait until a money crisis to begin financial planning. “The key is taking control of your money and understanding what your financial needs are”. How Do I Start Financial Planning? One of the fundamental, yet important steps in financial planning is budgeting. “A budget is telling your money where to go instead of wondering where it went.” Budgeting can help you: • See exactly where your money goes. • Spot overspending or paying for things you no longer need. • By taking control of your money you can plan for the future with confidence. Tips for sticking to a budget. • Write your Income and Expenses on paper. • Follow that budget and spend less than you earn. • Stay away from places that tempt you to spend. • Stop all impulsive buying (Only make purchases you have planned). • Postpone major buying decisions. • Stay motivated! Don’t give up! “Beware of little expenses; a small leak will sink a great ship.” We take a pro-active consultative approach to fully understanding risks in your business, resolving concerns and recommending tailored insurance solutions that help cover your operational risks from every angle. Our goal is simply to be a complete solutions provider for all your insurance needs: (including but not limited to)

  1. Global Life Insurance- For UAE residents

  2. Indian Insurance from PNB Metlife Insurance for NRIs

  3. Indian Mutual funds for NRIs

  4. Business Protection

  5. Key Man Insurance

  6. Medical Insurance

  7. Income Protection

  8. Critical Illness Protection

  9. Marine, Air/Sea Cargo

  10. Group Medical

  11. Group Life

  12. Cyber Liability

  13. Motor Fleet

  14. Personal accident & Health

  15. Motor & Yacht

  16. Travel Insurance

  17. Buildings & Home Contents

  18. Fire, special perils/ property all risk

  19. Public & Product Liability

  20. Machinery breakdown

  21. Engineering, Contractors All Risks

  22. Aviation

  23. Credit Insurance

  24. Money & Business Interruption

  25. Jewelers’ Block

  26. Directors & Officers Liability

  27. Professional Indemnity

  28. Medical Malpractice

  29. Events & Event Cancellation

  30. Tour Operators Liability

  31. Workmen’s Compensation & Employers Liability

You can rely on us for: Free advice and consultation throughout the policy cycle A single dedicated point of contact for every insurance need Administration & service support after office hours. Clarity, transparency & advice on policy terms and conditions Full claims support handling Excellence Our clients expect nothing less from us, and we strive to deliver the highest levels of customer satisfaction ensuring they are aware of their coverage options for all aspects of Empathy & Integrity We are recognized in the industry and among its clients for clarity and transparency, strong sector/industry Insurance experience, timely & responsive client service, pro-active risk management and loss control, and its unique claims advocacy processes. Taken together, these elements help us deliver on the core values of Excellence through empathy & integrity. Relationships & Communication We value the relationships we have built with our clients and insurance companies. Underlying these strong bonds is our commitment to professionalism. Communication is our foundational value because it combines our focus on open sharing of everything we do with our focus on constant improvement as individuals and as an organization. Our set of core values guide our approach to doing business the right way and creating bespoke client solutions where needed. Our Promise To bring utmost clarity and transparency so that you can be confident in the decisions you make in insuring your personal and business assets with complete peace of mind! We take pride on a continuation of our personal service throughout the year and not just at renewal. We never say that cover is not available, it is our job to ensure that you receive the best possible advice at all times. Claims management and advice is an important part of our service to you and great attention is given to assisting

clients in this area especially. We hope that if you decide to give us the opportunity to offer quotations for your company’s insurance requirements you will be happy with the terms, but more so our service, and remain with us in future years.

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