ABOUT US

Thank you for visiting our website.
I am Prajakta Ojas Gadgil. We specialize in Wealth Management Services and Insurance Consultancy, covering all types of insurance such as Pension Plans, Health Insurance, Term Plans, Children’s Education/Marriage/Securing Future, Financial Planning, and more.

We offer customized wealth solutions that help individuals achieve their long-term and medium-term financial goals through effective financial planning. Over the last 23 years, we have assisted more than 700 families and individuals in retirement planning, child education planning, financial protection against unforeseen events, and more. We offer a wide range of LIC plans to suit diverse needs. Our clients include salaried professionals, businessmen, students, housewives, government employees, and retirees.

OUR SERVICES:

All services related to LIC
Mediclaim & Health Insurance
Retirement & Tax-Free Pension Planning
Employer-Employee Schemes
Financial Planning for Children’s Education and Marriage
M.W.P.A.
Group Health Insurance
Group Term Insurance
Partnership Insurance
Key Man Insurance
H.U.F.

OUR ADDITIONAL SERVICES:
Claim Settlement
Survival Benefit Dues
Maturity Dues
Death Claims
Loan Facilities
Policy Surrender
Change of Mode / Nominee / Address / NEFT Registration
Motor Insurance
Home Loan
Hotel Loan
Education Loan
Business Loan & all types of loans
ITR, GST, FDs, etc.

OTHER SERVICES:
Health Insurance
Bonds
Fixed Deposit

STAFF PROFILE:
Well-trained, courteous, and professional staff dedicated to providing the best service.