Ajit Sopan Waman
Insurance Advisor
We specialise in Insurance consultancy for different types of Insurance services like Life Insurance, Health Insurance, Pension Plan,Term Plan, Children/Education/Securing future as well as financial planning.
We are in Insurance sector since 20+ years, helping and serving 500+ families in personal finance planning.
Achievement: MDRT USA 2023

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Our Services:

PROTECTION PLANS:

  • 1. Term Insurance.
  • 2. Health Insurance.
  • 3. Critical Insurance.
  • 4. Accidental Insurance.

RISK FREE GROWTH PLANS:

  • 1. Life Insurance – Endowment Policy.

SURE EVENTS PROVISION:

  • 1. Children Education Planning.
  • 2. Children Marriage Planning.
  • 3. Retirement Planning - Passive Income Planning.

SPECIALISING IN:

  • 1. Married Women’s Protection Act – Policies (MWP Act).
  • 2. Employer-Employee Scheme.
  • 3. Group Health Insurance.
  • 4. Partnership Insurance.
  • 5. Key Man Insurance.
  • 6. Business Continuity Plan (Succession Planning).

Our Additional Services:

  • 1. All Services related to LIC.
  • 2. Health Claim Settlement.
  • 3. Claim Settlement.
  • 4. Maturity Claim Settlement.
  • 5. Death Claim Settlement.
  • 6. Survival Benefit Dues.
  • 7. Loan Facilities.
  • 8. Surrender of policies.
  • 7. Change of Mode / Change of Nominee / Change of Address / NEFT Registration etc.

Who We Are

Specialists in INSURANCE advising throughout India

we provide financial advice to the client. And this advice ranges among various domains. like retirement planning, investing and protection against some common risks. They basically give out a Foolproof plan to save for future goals like education, property etc. While helping out the people in providing financial advice, we also make sure that the companies they’re working for don’t get ripped off and thus act like watchdogs for them

COMPANIES WE REPRESENT

For Insurance Services.

CALL 9820662085

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