Guides & Downloads
for Business Owners
Expert-curated guides to help you make informed decisions about corporate insurance and financial planning — request any guide through a short consultation, and it will be sent directly.
A practical checklist for reviewing what's covered, what's overlapping, and what's missing across your existing policies.
Request via consultationHow to identify who qualifies as a keyman in your business, size the right cover, and structure it for tax efficiency.
Request via consultationA framework for building a tax-efficient personal retirement corpus through company-structured instruments.
Request via consultationSide-by-side comparison points for evaluating group health cover — sum insured, maternity, OPD, and top-up options.
Request via consultationWhat Directors & Officers Liability actually covers, who typically needs it, and how it differs from general business insurance.
Request via consultationA structured approach to designing employee benefit programmes that improve retention without inflating cost.
Request via consultationWhich Guide Is Right for Your Business?
If you're not sure which of these applies to your situation, a rough rule of thumb: businesses with concentrated key-person risk (a founder or promoter whose relationships drive most of the revenue) should start with the Keyman Insurance Guide. Companies approaching a leadership transition — a director nearing retirement, or a founder planning to hand over to the next generation — benefit most from the Director Retirement Blueprint, since it's built to work alongside a succession timeline rather than in isolation.
Businesses with growing headcount and inconsistent employee benefits across departments typically get the most value from the Group Mediclaim Comparison Guide and the Employee Benefits Design Guide together, since gaps in one usually show up as inefficiency in the other. Companies with external investors, a board of directors, or regulatory exposure should look at the D&O Liability Primer specifically — this is the cover most often skipped until it's needed, at which point it's too late to purchase.
If none of that maps cleanly to your situation, or you're simply not sure where your business stands, the Corporate Insurance Checklist is the right starting point — it's designed to surface which of the other guides are actually relevant to you, rather than assuming you already know.
Why These Guides Aren't Instant Downloads
These guides are deliberately sent through a short consultation rather than an instant download form. Generic checklists rarely reflect a specific company's actual risk profile, and a five-minute conversation lets the right version of each guide reach you — with anything clearly irrelevant to your business flagged upfront, rather than leaving you to work that out alone from a generic PDF.
Questions About These Resources
No — all guides are free, requested through a brief consultation rather than a paywall or download form.
Yes — mention which ones are relevant during the consultation and all applicable guides can be sent together.
The Insights blog carries ongoing articles, regulatory updates, and deeper dives into corporate insurance and wealth planning topics beyond these downloadable guides.
Visit the Insights Blog
For ongoing articles, regulatory updates, and deeper dives into corporate insurance and wealth planning topics, visit the Insights blog.
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