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Home Profile About Us
 
A financial advisory and consulting firm providing customized and need based solutions to its customers for Life insurance, General Insurance, Financial Planning etc.

We are in service of customers since more than 3 decade, a hierarchy as a family business with 2nd generation into Insurance industry. My father Mr. Vishanji Shah started this business in the year 1984 with LIC Of India. In the year 1998 , I joined this noble profession & started General Insurance Business along with Life Insurance.
 

Our Motto is to support friends & clients to achieve their financial goals & dreams by designing a well planned combination of products. Apart from Life & Non Life Insurance, we are also dealing with products such as Financial Planning, Estate Planning, Education Planning, Retirement Planning, Child’s Future Planning, Family Protection, Health Care etc.

We are having a Personalized Customer Advisory Service, and a technically well equipped office. Our organization is made up of young, expert and dynamic team of professionals each specializing in their respective domains. Till date we have been serving 5000 Individual Insurance Policies & 600 + Family Insurance Policies.

We always love to interact with individuals whether known or unknown & to understand their needs. Which will enable us to help them to meet their financial goals & dreams.

 
Our Vision : To increase Growth Ratio in terms of Customers Satisfaction
 
Our Mission : To provide personal touch to numerous Individuals through Comprehensive & Customized financial planning.
 
Some of Our Best Services are as follows :
One to One Meetings
To design best product combinations as per Individual Needs
Premium Intimations
Door to Door Services
Dedicated staff for Claim Settlement
Updating Clients
Managing Portfolio and suggesting the next step to achieve Financial Goal
Asset allocation
 
Achievements Section :
Million Dollar Round Table Conference Qualifier
2nd Generation in Insurance Industry
Tradition of serving satisfactory customers since 3 decades
 
Please do go through the website & utilize the services provided. Hope you like it & looking forward to your continuous feedback on the same.
 
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