I have started this profession in January 2004 on regular basis with a small number of families. Afterwards, I started working professionally and with sheer hard work and dedication I have reached a milestone of 1200 families today.Our main aim is 100% customer satisfaction and to provide best services to all of our customers.
We are having best financial planning knowledge particularly in strong future planning, retirement planning, funds management, health planning, child education planning, child marriage planning, and estate creation in a short time period.
We work with these companies as professional insurance and investment advisor:
- Insurance Industry of the world – Life Insurance Corporation of India
- The Oriental Insurance Company Limited
- Star Health and Allied Insurance Company Limited
- Religare Health Insurance Company Limited
- All Leading Mutual Funds
Services:
Life Insurance
- Expertise in plan combination
- Keyman Insurance
- Partnership Insurance
- Group Gratuity
- Salary Savings Scheme
- Employer – Employee Scheme
- Expertise in Child Education Planning, Child Marriage Planning, Regular Income Planning as per inflation rate
General Insurance
- Health Insurance
- Marine Insurance
- Motor Insurance
- Fire Insurance
- Employer Liability Insurance, etc.
- Other Specific Health Insurance Companies:
- Star Health and Allied Insurance Company Limited
- Religare Health Insurance Company Limited
- Mutual Funds:
- Reliance
- Tata
- HDFC
- ICICI
- Franklin
- Bajaj
- And all other leading mutual funds
Awards and Achievements:
- Leading Insurance advisor in Vapi branch of LIC since 2004.
- Member of prestige club of insurance world MDRT - USA
- Secured number one rank in LIC branch of western zone on number of policy basis in 2007-08.
- Chairman club member of LIC
- Regular participant of India’s leading insurance training centre – The Institute of Excellence and Consultancy Private Limited, Mumbai.
- Winners trophy of Surat Division
- Achiever’s trophy winner of 2013-14
- Champions Trophy winner 2014
- Corporate trophy winner in 2015-16
- Achiever’s trophy winner of 2016-17
- Certificate of Excellence of 2013
- Certificate of Excellence of 2015
- Certificate of Appreciation 2013
- Top Achiever in Plan Combination course December 2016
