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About Us

Rajesh M Gandhi

You spend most of your life working hard with a sole intention of earning good money & building wealth. You wish to create a plan that will ensure your well being & your family’s in your absence . But how to go about it? Worried about the future & your financial security? There are many options out there but which one to pick? All these thoughts will invade your mind the moment you start thinking about your financial future. Well, now you can put an end to all your tensions & get ready to begin a new phase.
I, Rajesh Gandhi, will be your guide & advisor in helping you achieve complete financial freedom. I hold a Diploma in Chemical Engineering , from Shri. Bhagubai Mafatlal Polytechnic college, Mumbai. With 26 years of experience as a IFA, I have worked as Production Officer in a Chemical Factory for 12 years & handled Life Insurance Agency business too. I have 2500+ plus clients who are set on the path to achieve complete financial freedom.

My Team

I have a team of well qualified professional who are dedicated to our clients 24*7 & are very reliable, responsible, independent &transparent. Every-time and on-time, our clients can have their queries solved with perfect solutions. We keep ourselves equipped with the latest happenings of the industry by attending training meets, seminars, conferences. With user friendly technology implemented, my clients have the ease of accessing their portfolio information, use financial calculators, view payments made/due, & much more in few easy clicks.
Besides being thorough professional, I also dedicate my time to social events & causes. I am a former President and Assistant Governor for Rotary Club and currently an active Rotarian, Secretary and active member of Dashanema Gujar Samaj.

Our Vision & Mission

We aim to help each of our client achieve financial freedom through effective advance planning. We understand our client’s risk appetite and suggest them solutions along with asset classes for investment decisions that are well aligned with their financial goals & objectives.

Achievements & Recognition

  • President of LIC Agents Association - Kolhapur division
  • 1st Crorepati and 1st MDRT of Chiplun
  • Bima Ratna
  • Bima Bhushan
  • Millionaire Clubmember
  • Chairman Clubmember since 1999
  • CLIA- Diamond Brigade
  • National Insurance-Star Performer (10 years)
  • Star Health Sales Manager

TESTIMONIALS

AWARDS

PHOTO GALLERY