Company Profile

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Company Profile

  • 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 family experience is 43 years in 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-year carrier.

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  • Having a strong client base of more than 1800 families in Gujarat(India) and more than 200 families from abroad.

  • Having an Insurance Broker ship Licence from IRDAI from 2018

  • His focus is on manpower, their training & grooming. Over a period with his innovation & adopting changing technology & market conditions, he has set right excellent back office & claim management.

  • Top performers in the insurance industry. An elite member of COT(Court of the table) and MDRT(Million Dollar Round Table), USA.

  • Believes in continuous up-gradation of knowledge, skills, infrastructure and technology to provide quick and effective services.

  • A truly committed professional

Mission

To be recognized as "THE PREFERRED INSURANCE & INVESTMENT ADVISOR" by our Customers.

Vision

Our mission is to become the best, most trusted & regarded insurance and investment Planning Company in the world.

Values

Exceptional Service: To Deliver Outstanding Service Quality
Transparency: Never compromise the interest of the customer.
Honesty & Integrity: In all accepts of our business.
Customer Focus: Assist customers beyond the boundaries of our core business as far as possible.

General Insurance Solution

Life Insurance Solution