List of Insurance Planners as on Apr 30, 2024
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5.0/5
Shreeji Insurance & Investments Consultant has been in the field of Insurance & Investments consultation for more than eight years, during which period we have amassed more than 300 satisfied customers. We offer need-based investment/insurance planning by meeting the clients personally & understanding their life goals/future needs. The company is led by an Independent Financial Advisor, who has IRDA & AMFI Certified Degrees. He ha ...
"Superb service and performance ."
"Dhaval is one of the best advisors I have met so far. He is very realistic and is focussed on bringing the best returns to us. The best thing is that he advises you only those things that he would do with his own money for similar goals. Even after the transaction, he keeps a tab on what is changing ng and helps you in re-organizing things effectively. I would highly recommend anyone interested to use his services for Investment and Insurance. I have done both Investment and Life Insurance with him and am continuing my association with him. "
Deepti Bhagtani & Associates is a well-established business providing a range of financial and taxation services. Our team of expert Chartered Accountants offers a variety of services including investment consultancy, audit and assurance, commercial taxation, finance and corporate advisory, registration and license consulting, and more. We also offer digital signature certificate services. Our services are available both online and in person, ...
"Setting up my new business felt effortless with her expert advice and to the point guidance. Highly Recommended ??????"
"Her services are absolutely reliable and it genuinely made my life much more easy and organised in my finances"
