Mr. Paras R. Dhruve,

Welcome's You

Big goals take powerful financial planning. And that’s what precisely we are here for. In today’s time of uncertainty, it’s imperative to create a strong financial base that will lead you to a secure tomorrow - a future free from financial stress & worries.

My Team

With 15 years of experience as a Financial Planner, I have helped over 700 families build a confident financial future. I have a team of young, dynamic & talented staff members who are enthusiastic & always willing to walk that extra mile to help clients in all their investment decisions. Me & my team always strive to keep ourselves in sync with the latest happenings of the industry by attending seminars, conferences & much more. Below listed are the training meets, regular coaching sessions attended by us from professional institutes & trainers across the country and globe:

✔ IIM Ahemdabad Jan 2015
✔ Go Past Learning Pvt Ltd, Since April 2012 Yearly Course (Mr. R. Gopinath – Trainer)
✔ LIC Zonal Training Centre ZTC Akurdi, Pune July 2012
✔ Lazarus Dias Education Akademy at Lonavala Oct 2011 (Mr. Lazarus Dias – Trainer)
✔ LIC Zonal Training Centre ZTC Gurgaon Jun 2009
✔ MIT College of Insurance, Pune Sep 2008
✔ LIC Sales Training Centre STC Borivali, Mumbai May 2007
✔ Infrastructure Leasing & Financial Services (IL&FS) Jan 2006
✔ Advance Selling Skills – SMMArt Training Consultancy (Mr. Santosh Nair – Trainer ) Nov 2004
✔ MDRT conferences in Toronto and Vancouver

Our Services:

We guide our clients with investments related to Life Insurance, Mutual Funds & Fixed Deposits. We also offer advisory services for money invested by our clients in various financial institutions/products like Company Deposits, post office, private life insurance schemes, mutual funds, UTI etc.which may have been done through other agents & banks.

Staying Ahead In Times Of Constant Changes:

Since there are changes /updates in various plans, underwriting rules medical requirements etc., we conduct timely meeting with all the team members to keep ourselves a step ahead.

We design & create systems that help us to keep track of all documents and progress of work. And we are also constantly innovating & developing new methodology that will minimize our response time to the need of our customer.

Technology:

We make use of internet and mobile apps to communicate with our customers. We have also deployed specialized software that helps us prepare various useful presentation for all our clients. The very reason of coming out with the website and mobile app is also a step in the direction of providing the best possible services at all times.

Our Core Values We Work With:

★ Integrity
★ Simplicity
★ Timely Action
★ Value for Money
★ Personal Touch
★ Quality Services
★ Transparency
★ Client Centric Approach

Vision:

To continue to be the most trusted, preferred & efficient financial advisers to our clients.

Mission:

We not only insure lives but we ensure the financial prosperity offering our clients complete peace of mind. We ensure dreams and future needs are met perfectly. It gives immense pleasure to know that we were instrumental in empowering our clients reach their goals & objectives. It serves us as a inspirations to know that we have helped them save their hard earned money which they weren't able to in today’s developed yet complex life. Financial security is a must now-a-days & every individual must plan for one. In all the time that is spent to earn a good & stable livelihood, one must not forget to save enough for a brighter tomorrow.

Achievements: