Pleasure to introduce one of the emerging Financial Advisor Team. We offer customized Wealth Solutions which help people to achieve their long-term and medium-term financial goals through effective financial planning. Since the last 23 years, we have helped more than 2000 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suits your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.
OUR SERVICES: -
1) All Services related to LIC & Term Insurance
2) Mediclaim & Health Insurance
3) Planning for Retirement & Tax-free Pension
4) M.W.P.A.
5) Financial Planning for Child’s Education and Marriage
6) Employer-Employee Scheme
7) Group Health Insurance
8) Group Term Insurance
9) Partnership Insurance
10) Key Man Insurance
11) H.U.F.
OUR ADDITIONAL SERVICES: -
1) Claim Settlement
2) Survival Benefit Dues
3) Maturity Dues
4) Death Claims
5) Change of mode/Change of Nominee/Change of Address/NEFT Registration etc.
6) Loan Facilities: Personal Loan, Home Loan & Business Loan
OUR ACHIEVEMENTS: -
Award Winner & Triple Gold Medalist, Member: MDRT(USA), IFPA(INDIA) & Galaxy Club of LIC
Consistently qualified for MDRT since 2012, including multiple years with double and triple qualifications
Consistently qualified for COT and GLAXY CLUB Since 2016
STAFF PROFILE: -
Well-trained, Courteous & Professional Staff
VISION: -
To secure the financial future of as many families as possible by providing the best advisory services & customized solutions to make their dreams comes true.
For any queries or to avail any kind of mentioned services, please contact us.