Who we Are
In recent changing social and technological scenario an entrepreneur has to continually keep himself updated to fulfill the demanding needs of clients. Hence, in this respect the roll of a Financial Advisor is no exception. I along with my team appreciate your valuable time in visiting this site, which has been launched with a prime objective to give you a single source point to plan and maintain and manage your Insurance Financial Portfolio.
Hailing from a middle class family, I was born and brought up in Variav, a village situated on the outskirts of Surat, Gujarat. Since my early childhood I was not academically minded hence managed to complete my Diploma in Textile and started my career with Garden Silk Mills. At the very onset I was unable to settle down as there was a burning desire within me to be my own boss. Bells of opportunity knocked in my life when I came to learn about a Career as a Financial Advisor. Realising this as my destiny, in the year 2000, I joined the Life Insurance Corporation of India (LIC) as an Insurance Advisor.
I started my Advisory career under the leadership of my Development Officer, Mr. Bhaskar Patel, a born Team Leader and mentor ( www.bhaskarpatellic.com). Envisaging huge business potential in the surrounding rural agricultural area I started by educating the locals on the theme of , Investment for Security and Needs , a concept they were, hitherto, not accustomed to. This conceptual vision was the beginning of my self-realisation abilities as a Financial Advisor, which has made me, today, amongst the Top Performer in the Nationwide Ranking.
I am a firm believer that KNOWLEDGE has no end, hence, to update myself I have been and am still continually attending , Workshop Trainings and Seminars by leading industry experts, both on local and national levels. By virtue of my teams support, commitment and dedication, use of technological tools, I am in a position to customise my HNI and NRI client’s portfolios precisely as per their requirements. Here upon I would like to acknowledge the personal attention and affection of Mr. Deepak Joshi, the founder member and CEO of Institute of excellence (IOE), Mumbai.
Endurance through trust & commitment