Sahil Insurance and Investments is a trusted financial services firm, located in Rahuri, Maharashtra, helping individuals and families secure their financial future with clarity and transparency.
Your Money Needs a Plan.Your Family Deserves Protection.
Sahil Insurance and Investments is a trusted financial services firm based in Rahuri, Maharashtra, committed to helping individuals and families across Maharashtra secure their financial future. With 26 years of experience in the insurance industry, we have proudly served over 20,000 families and assisted with more than 2,000 claims, building lasting relationships through trust, dedication, and personalized service.
Our comprehensive range of services includes Life Insurance, Term Insurance, Health Insurance, Vehicle Insurance, Personal Accident Insurance, Mutual Fund Investments, Systematic Investment Plans (SIPs), Child Education and Marriage Planning, Retirement and Pension Plans, Savings Plans, Home Loans, Banking Services, and other financial solutions under one roof.
With a dedicated team of 15+ staff members, we provide assistance with policy servicing, renewals, claims, and investment-related requirements. Our experienced team focuses on understanding each client's needs and offering suitable financial solutions with clarity, transparency, and care.
At Sahil Insurance and Investments, we believe financial planning should be simple, accessible, and practical for everyone. Our goal is to help families protect their loved ones, prepare for uncertainties, achieve future goals, and build long-term financial security.
Whether you are looking for insurance, protection, investment opportunities, retirement planning, or financial assistance, we are here to guide you at every stage of your financial journey.
Sahil Insurance and Investments — Your Trusted Partner for Protection, Investment, and Financial Planning.
Trusted by thousands of families for their insurance and financial protection needs.
Extensive experience in insurance and financial services, with a strong focus on customer relationships and service.
Dedicated assistance throughout the claim process, helping you navigate documentation and procedures.
Assistance with policy updates, renewals, documentation, and ongoing service requirements.
Access to a wide range of India's top insurance companies.
Insurance and financial services for customers across Maharashtra and eligible NRI clients.
Life, health, general insurance, investments, retirement planning and more through a single platform.
Operating through the applicable licenses, registrations, and regulatory requirements for the services offered.
Understanding your goals, protection needs, and priorities to help you make informed decisions.
A committed team providing policy servicing, renewal reminders, documentation assistance, customer support, and other service-related assistance.
Tap any blue link to enquire, the service is auto-selected in our message form.
Quick, approximate estimates to help you plan. Results are indicative only and not guaranteed.
Answer 11 quick questions — takes just 2 minutes.
Choose the answer that best describes your current financial situation. Please answer honestly — there are no right or wrong answers.
NOTE: Your responses are not stored or shared unless you choose to share them with us to receive a free financial assessment and guidance.
A Strong Foundation for a Secure Financial Future — explore each level of the financial pyramid below.
Tap any level of the financial pyramid to learn more
The Financial Pyramid is a step-by-step framework that helps individuals and families manage their money, protect themselves against financial risks, build wealth, and create a lasting legacy.
Just like a building needs a strong foundation to stand tall, our financial life needs a strong foundation to achieve long-term financial security. We should not focus only on earning money or investing for higher returns; we must first prepare ourselves for unexpected expenses, protect our family, and then gradually build wealth.
In our daily lives, we work hard to earn money, support our families, pay bills, educate our children, buy homes, and plan for retirement. However, unexpected events such as job loss, medical emergencies, accidents, or the loss of an earning member can disturb even a well-planned financial life.
The Financial Pyramid helps us:
A practical financial pyramid starts with understanding your current position. List your monthly income, essential household expenses, outstanding loans, savings, insurance policies and financial responsibilities. This gives you a realistic view of what you can save and where protection may be missing. The financial pyramid is a framework, not a one-size-fits-all product recommendation; each level of your financial pyramid should reflect your age, income stability, family needs and goals.
1. Create an emergency reserve. The base of every financial pyramid is accessible money for unexpected bills, urgent travel, temporary income loss and essential repairs. The amount depends on your household responsibilities and income stability. Review this reserve when your circumstances change.
2. Protect against major risks. Review health insurance, life cover where dependants rely on your income, and suitable motor or personal accident cover. Read policy benefits, exclusions, waiting periods, deductibles and claim requirements carefully, and ask an insurance advisor to explain anything unclear. Insurance terms differ, so compare the actual policy wording rather than relying only on a headline benefit.
3. Save for near-term needs. Keep money for planned expenses in options that match when you will need it. Avoid exposing money required soon to risks that may not suit your timeline. Review liquidity, tenure, tax treatment and applicable conditions before choosing a savings product.
4. Invest toward specific goals. Define what you are investing for, the target amount and the time available. Mutual funds and other market-linked investments can fluctuate and returns are not guaranteed. Select investments according to your risk tolerance and time horizon, and review progress on your financial pyramid periodically instead of reacting to every market movement.
5. Plan for retirement and legacy. Estimate future living costs, consider potential income sources and keep important financial documents organised. Review nominees and beneficiaries where applicable, and discuss how assets should be managed or transferred in line with your circumstances and applicable law.
The financial pyramid works best when its levels support one another. For example, a family with no emergency savings may need to strengthen the foundation of its financial pyramid before increasing long-term investments. Someone nearing retirement may prioritise income planning and healthcare costs, while a young family may focus on adequate protection and education goals. Revisit your financial pyramid after major life events, a change in income, a new loan, a birth in the family or a change in retirement plans.
Sahil Insurance and Investments in Rahuri can help you review your current arrangements, build your financial pyramid, understand available insurance and investment options, and identify questions to ask before making a decision. Speak with an insurance advisor to place each policy at the right level. A consultation should begin with your needs and existing policies — not an assumption that everyone needs the same product. Product eligibility, benefits, charges, risks and returns depend on the provider and the terms that apply.
Office Hours: Monday to Saturday, 9:00 AM to 6:00 PM.
Feel free to call us at a time convenient for you.
Rahiman Shaikh: 9371726650 Sahil Shaikh: 7887361083Your financial well-being is our priority. Let's take the first step towards a secure financial future together! Not sure which policy suits you? Ask our insurance advisor for a free first conversation.
Simple answers to common insurance and investment questions.
An insurance advisor in Rahuri can help you review life, health, motor and personal accident insurance needs, based on your circumstances and the products available. A good insurance advisor explains premiums, cover limits, waiting periods, exclusions and renewal conditions before you decide. Ask your insurance advisor to show you the relevant insurer documents so you can make an informed choice.
If you already have cover, an insurance advisor can help you organise policy details, check renewal dates and understand the steps for submitting claim documents. An insurance advisor cannot guarantee that a claim will be approved; the insurer assesses it according to policy terms and applicable requirements. Keep copies of your documents and verify all information before submitting a proposal.
Your insurance advisor can also explain where each policy fits in your financial pyramid. Health and life insurance belong in the protection level of the financial pyramid, directly above your emergency fund, so that an illness or an accident does not force you to break long-term investments.
Families in Rahuri often ask whether to approach an insurance advisor before or after comparing online quotes. Speaking to an insurance advisor first helps you shortlist suitable products, and a local insurance advisor can later help with renewals, nominee changes and claim paperwork.
When comparing an insurance advisor, consider clear communication, transparent explanations and accessible after-sales support. Your insurance advisor should take time to understand your goals and explain both benefits and limitations. Avoid making a decision based only on a headline return, a low premium or an urgent sales pitch.
Sahil Insurance and Investments provides local guidance from Rahuri, with support subject to provider rules and product eligibility. Contact the team to discuss your questions with an insurance advisor, then review the official product information and decide whether the option fits your needs. You remain in control of the final decision.
Sahil Insurance and Investments is based on Nagar-Manmad Highway in Rahuri, near Malpani Sargam Mall. Customers can contact the office for help understanding insurance options, policy servicing, renewal requirements, claim documentation and investment-related questions. Visitors from nearby areas can also use our free calculators, the financial health check-up and the financial pyramid guide on this website before they meet an advisor. Whether you live in the town or a nearby village, our insurance advisor team can speak with you by phone, and an insurance advisor from our office can explain documents step by step.
Our primary local service area is Rahuri and nearby communities. We also assist customers from the wider Ahilyanagar district and across Maharashtra, subject to the eligibility, availability and service rules of the relevant provider. Customers who live farther away can call or email first to confirm what assistance can be provided remotely. Our insurance advisor can confirm eligibility and the documents you need before you travel.
Local service availability may vary by product and provider. Please contact us before visiting if you need help with a specific policy, claim or investment service.
Answers to common questions about insurance, investments and financial planning in Rahuri.
Sahil Insurance and Investments provides guidance on life, health, motor and other insurance options, along with investment and financial-planning services. The right choice depends on your needs, eligibility, budget and the terms of each product. Compare policy documents and benefits before deciding.
Services include life and term insurance, health and accident insurance, motor insurance, mutual fund investments and SIPs, savings options, retirement and goal-based planning, policy renewals, nominee updates and claim-documentation assistance. Availability depends on the provider and product.
The office is on the 2nd Floor, Kharedi Vikri Sangh, opposite Malpani Sargam Mall, Nagar-Manmad Highway, Rahuri, Ahilyanagar district, Maharashtra 413705.
The office is open Monday to Saturday, 9:00 AM to 6:00 PM, and closed on Sunday. Call ahead to confirm availability for a specific service.
The team can guide customers on renewal steps, policy records and claim documentation. Claim approval and settlement are decided by the relevant insurer according to policy terms and submitted documents.
Some mutual fund schemes accept small monthly SIP amounts, but minimums and eligibility vary. Mutual funds are market-linked, can lose value and do not guarantee returns. Review scheme documents and your risk tolerance before investing.
A financial pyramid is a planning framework that prioritises emergency savings and suitable protection before planned savings, long-term investments and legacy planning. A financial pyramid should be adapted to your income, responsibilities, goals and risk tolerance.
Call 9371726650 or 7887361083, email [email protected], or use the message form on this website to request a consultation.
Monday – Saturday: 9:00 AM – 6:00 PM
Sunday: Closed
