Mitul Thakkar is being 2nd generation in this profession working as professional insurance and investment consultant for the last 20 years, specialized in insurance and goal-oriented financial planning, his total experience is 43 years in the insurance profession.
Having detailed knowledge about all insurance products with academic and practical experience of 20 years.
Handled, experienced, and got sanctioned more than 2000 general insurance claims and more than 180 life insurance claims in his last 20 years of a carrier.
To be recognized as "THE PREFERRED INSURANCE & INVESTMENT ADVISOR" by our Customers.
Our mission is to become the best, most trusted & regarded insurance and investment Planning Company in the world.
Equity shares are a more popular investment option amongst investors. The equity shares of a public limited company are freely traded on stock exchanges.
PMS or Portfolio Management Services is a tailor-made professional service offered to cater to the investment needs of a niche segment of clients.
We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.
Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
YEARS
EXPERIENCE
HAPPY
CUSTOMERS
LIFE INSURANCE
CLAIMS
GENERAL INSURANCE
CLAIMS
NATIONAL & INTERNATIONAL COMPANIES
Plot-292/206,Shreenath Complex,
Nr, 17/22, Sector 22, Gandhinagar,
Pincode :- 382022
+91 9824266168
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