Ancoria Insurance

Wealth Management and Financial Planning - Ancoria Insurance provides safe financial planning solutions to secure financial futures. - They help individuals and businesses achieve financial security and reach life milestones. - Offer planning and guidance services for financial goals. Asset Management - Ancoria provides solutions for saving, investing, and group pension plans. - Services include Ancoria Life Policy and Ancoria Pension Plan. - Clients can manage their portfolios and investments through Ancoria OnLine, with continuous access to investments. - They offer life policy funds and pension funds, with information on fund performances. - Emphasis on safeguarding savings and investments with a globally diversified portfolio. Risk Management and Compliance - The company's strong financial standing and consistently high solvency ratio back the security of savings and investments. - Provides information and services related to Regulations & Compliance. Financial Technology (Fintech) & Innovation - Utilizes the Ancoria OnLine interface for clients to set up and manage their portfolios, buy and sell funds, perform transactions, and generate statements in real time. - Introduces new structured funds, indicating innovation in financial products. Market Analysis and Research - Publishes articles on topics such as 'Strategic Asset Allocation - The Key to Long-Term Investment Success', implying market analysis and research insights. - Offers an 'Investors toolkit' online. Regulatory Environment and Governance - Provides clear information on 'Regulations & Compliance'. Customer Relations and Experience - Supports clients with one-on-one guidance from professionals. - Emphasizes long-term client relationships, with most clients staying for over 20 years. Global Financial Systems - Offers globally diversified portfolios to safeguard investments.