Insurance Planning Services Nearby
List of Insurance Planners as on Sep 14, 2025
Kalash Investment
Kalash Investment has massive experience in this business. We provide services for Insurance. Our motto has always been timely supply, best quality and optimum cost. We are in touch with our customers through quality, performance, service and assistance. Bringing the best of value to our customers, we also care as much about our customers. We look forward to your business and hope you would give us a chance to serve. Contact us for further details.
INVESTING OPTIONS
We are professionally managed fast growing multi talented young organization. Our promoters have more than two decades of experience and expertise to understand and serve the most valued clients. We help our clients to build wealth by designing individual solutions for Mutual Funds Fixed Deposit Bonds Portfolio Management Services Direct Equity Life Insurance Health Insurance General Insurance and More...
Abhishek Bhavsar
We render quality services mainly in the following domains: A. India Income-tax Act - Advisory, Representations (Litigations/Audit from tax authorities) & Compliances (Including Yearly Audit) B. India GST Laws - Advisory, Representations (Litigations/Audit from tax authorities) & Compliances (Including Yearly Audit) C. Indian Companies Act - Incorporation, Compliances & Statutory Audit D. Audit & Assurance Services - Internal (Process) Audit & Due Diligence E. Book-keeping Services F. India Transfer Pricing (Cross Border & Domestic Transactions)- Advisory, Representations (Litigations/Audit from tax authorities) & Compliances G. ODIs/FDIs & other cross border transactions- Compliances to be undertaken from RBI-FEMA perspective & Certifications thereon
Dhyanu Wealth Planner
Shriram Finance is the country’s one of the biggest retail NBFC offering credit solutions for commercial vehicles, two-wheeler loans, car loans, home loans, gold loans, personal and small business loans. In November 2022, Shriram Group’s entities – Shriram Transport Finance Company Limited, Shriram City Union Finance Limited, and Shriram Capital Limited – merged to form Shriram Finance Limited. As on Sept 30, 2024, with a network of 3,149 branches and a workforce of 77,764 Shriram Finance has combined Assets Under Management (AUM) worth ₹ 243,042 crores. At Shriram Finance, we are committed to meeting our customers at every touchpoint of their financial journey so that they get to explore unlimited possibilities through us.