About Me
Your Trusted Partner for Financial Planning and Investment
As a financial planner with years of experience in footsteps of Mr Suresh Kumar Oza, I offer a range of investment services and solutions to help you achieve your financial goals. From mutual funds to general and life insurance, I can help you navigate the complex world of finance and investments.
My expertise in financial planning and investment management is backed by a commitment to providing exceptional customer service. I work closely with my clients to understand their unique needs and circumstances and tailor my recommendations accordingly.
My mission is to help individuals and families create a secure financial future and achieve financial success. Whether you’re just starting out or seeking to diversify your portfolio, I am here to help.
So if you’re looking for a trusted partner for your financial planning and investment needs, look no further. Contact me today to learn more about how I can help you achieve your financial goals.
Products offered
| General Insurance | Coverage/Policy Type | Description |
|---|---|---|
| Cancer Cover​ | Financial protection for cancer treatment expenses | Provides financial assistance in case of cancer diagnosis and treatment |
| Road Accident Coverage | Financial Protection for accident-related expenses | Provides financial assistance in case of injury or death due to a road accident |
| Comprehensive Factory Insurance | Protection for factories against unforeseen events | Covers damages or loss to factories due to various risks like fire, natural calamities, theft, etc |
| Workman Compensation | Protection for work-related accidents | Provides financial compensation in case of injury or death while on the job |
| Burglary | Protection against burglary and theft | Covers loss or damage to property due to burglary or theft |
| Event Insurance | Protection for event-related risks | Provides financial protection for events like concerts, weddings, etc against cancellation or other risks. |
| Life Insurance | Policy Type | Description |
|---|---|---|
| Cancer Cover Life | Financial protection for cancer treatment expenses | Provides financial assistance in case of cancer diagnosis and treatment |
| Pension Policy | Provides non-taxable regular income* | Provides a regular income to the policyholder on completion of term, which is not subject to taxation. |
| ULIP Policy | Investment-linked insurance policy | Offers both insurance and investment benefits, allowing policyholders to invest in various funds and markets |
Are you looking to invest in mutual funds?
but feel overwhelmed by the complex world of finance?
Look no further! I am here to guide you every step of the way.
Investing in mutual funds can be a smart financial decision, but it’s crucial to have proper guidance and support to make the most of your investments. I understand the importance of hand-holding in this journey, and I am dedicated to providing you with the expertise and assistance you need.
With years of experience in the mutual funds industry, I have helped numerous individuals achieve their financial goals through strategic investment planning. Whether you’re a seasoned investor or just starting out, I can tailor a mutual fund portfolio that aligns with your unique needs and risk tolerance.
Get to see your fund performance
Work Experience
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Certified Investment Planner
What My Clients Says
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