Team Bharat Parekh
The financial planning process at Team Bharat Parekh is a holistic and in-depth exercise to create a customized plan to help the clients achieve their financial goals keeping in mind their needs and wants. Beginning with ensuring whatever the client has is in order and then a thorough fact-finding assisting the client through the entire sales process to help the client take the right decision. Services at the clients door step adds a personal touch to all the services provided by the team along with portfolio review from time to time and finally the settlement of the claim.
From a humble beginning 35 years ago to one of the leading financial service providers Team Bharat Parekh is known for financial Planning & risk management through Life Insurance, Mutual Funds, Company Deposits, Bonds and Home Loans. They provide customized financial services, solutions and security with a penchant for analyzing financial needs, security, returns, liquidity and tax benefit. An interaction with the team will do wonders for your fortune. This is what makes them standout from the rest. Through their path – breaking process, seamless team work and flawless execution they have laid the foundation for prosperity and financial freedom for their clients. This has resulted in a customer base of 38,951+ members.
Team Bharat Parekh
The experts at Team Bharat Parekh help you to define the right set of financial goals that fit your needs. The Advisory services include Portfolio review – Capital Need Analysis, Human Life Value, creating a regular guaranteed income to enable you to ”Chase your passion, not your pension” and “Add more to life”.
Service comes first @ Team Bharat Parekh
“Quality in a service or product is not what you put into it.
It is what the client or customer gets out of it”.
Their customer centric approach includes:
Offices at Nagpur & Mumbai in the Life Insurance Corporation of India Limited premises:
- A quarterly magazine “Companion for life”.
- Monthly Dashboard “Financial Times”, with important news, features from finance sector for the benefit of the clients. The e-copy of the dashboard is sent on a monthly basis to all clients.
- All India Toll Free No- 1800 233 47 47.
- Bharat Parekh App (https://play.google.com/store/apps/details?id=com.dwt.bharatparekh&hl=en) enables the customer to get a summary of their financial portfolio across Life Insurance, Mutual Funds, Fixed Deposits and Bonds, buy/redeem/switch mutual funds without filling any lengthy forms, view upcoming portfolio events, get advice on the best funds to invest and get notified about new investment opportunities.
- Cloud based app to enhance CRM and back-office operations for better customer service.
- Celebration of Gratitude Day from time to time to express gratitude to the clients .
Life Insurance Corporation of India, 1st Floor, Oriental Building, Flora Fountain, Fort, Mumbai – 400 001. Mobile No: 9823068540, 9987104416
Ground Floor National Insurance Building, Kingsway, Nagpur – 440 001. Mobile No. 9923583666, 9987421377
All India Toll Free: 1800 233 47 47
Website: www.bharatparekh.com Email: firstname.lastname@example.org
Business Head - Home Loan
Business Head - Mutual Fund