ABOUT US :-
Thank you for visiting our website. I am Kirti Patel. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc.
We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 14 years, we have helped more than 600 families , more than 250 orphan policy 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
2) Mediclaim & Health Insurance
3) Planning for Retirement & Tax free Pension
4) Employer-Employee Scheme
5) Financial Planning for Child’s Education and Marriage
6) Child Special Plan (BAL-SURKASHA)
7)M.W.P.A.
8) Group Health Insurance
9) Group Term Insurance
10) Partnership Insurance
11) Key Man Insurance
12) H.U.F.
OUR ADDITIONAL SERVICES :-
1) Claim Settlement
2) Survival Benefit Due
3) Maturity Dues
4) Death Claims
5) Loan Facilities
6) Surrender of policies
7) Change of mode/Change of Nominee/Change of Address/NEFT Registration etc.
