Our Team

Bharat Parekh believes that “Providing Financial Services is his business. Touching lives is his objective”. He started his journey in Life Insurance at a fairly young age of 18, with a mission of “Adding more to life of all individuals by providing personal touch, security & customized solutions to make their financial dreams come true”. His work has now expanded both nationally and internationally with considerable NRI clients spreading his achievements the world over.

Motivated Learning:

An avaricious and motivated learner Bharat Parekh has been attending various Programs and Conferences in India and abroad to keep himself updated with the latest trends and technologies for the benefit of his clients. He has successfully completed the following training programs and continues to sharpen his skill for the sole benefit of serving his clients better. Some of his credentials include:

  • Licentiate from The Insurance Institute of India.
  • The Strategic Coach Program by Dan Sullivan at Chicago USA and London.
  • Financial Planning India by The Chartered Insurance Institute (CII) UK.
  • The General Management Program conducted by the Indian School of Business, (ISB) Hyderabad.
  • Leadership Development Programme, Managerial Effectiveness Programme at The Indian Institutes of Management (IIM) at Ahmedabad, Bangalore and Kozhikode.
  • On the path of enrichment:

  • Corporate Club Member for Top Agents of LIC of India since inception.
  • Life Member of Million Dollar Round Table (USA) (Apex Body for Life Insurance Agents) since 1993.
  • Qualified & attended All India ACE Agents Convention since 1993.
  • Qualified for the Court of the Table (World’s 2nd best Title for an Insurance Agent) since 1997.
  • Created history by selling the biggest single policy of the country in 2007-08.
  • All India No. 1 Agent on the basis of MDRT Merit List on 31st Dec 2012.
  • Completed – 33 MDRT’s, 5 TOT’s, 1 COT in one calendar year ( 2018).
  • Life of member of the MDRT since 28 years, COT – 24 years & TOT – 20 years.
  • Has attended the MDRT Annual Meets and TOT Annual Meets in USA.

Mr Bharat Parekh

CEO

National and International Acclaim:

His story featured in leading dailies and magazines. “LIC Entrepreneurs creating their own path” read the cover page of the Forbes Magazine of November 14, 2013.




The Outlook magazine’s cover story titled “Hardwork, Honesty and Patience always pays off” featured his growth and achievements in the life insurance industry.


Was nominated for Times of India Nagpur Hero Award 2015.


Interview published in Times of India “The Insurance Couple who put the city on national map”. Nov 22, 2015


Featured on the CNBC as Life Insurance Agent No.1, CNBC Aawaz, UTV News Channel, Zee Business etc.


Ex- Member on the Executive Committee of Life Insurance Council, nominated by IRDA .


Addressed the 5th Asia Pacific/Oceania Financial Advisors Conference conducted by LIMRA International.


Was Flag Bearer for India at MDRT Annual Meet 2007.


Made a presentation on the topic “Reinvent” at the 2016 Million Dollar Round Table Annual Meeting held in Vancouver, Canada.


Presentation on the topic “Success to Significance” at the Ageas Agency Leaders Forum at Colombo, Sri Lanka from 3 – 6 September 2017 attended by 250 persons, all agency leaders that are the top of Asia.


Attended and spoke at the Taiping Life Meeting organised by Taiping Life in association with Ageas Insurance International from 9th to 16th April 2018 in Zhu Hai, China.


Made a presentation on the topic “How I qualified for the Top of the Table and stayed there” at the Million Dollar Round Table Annual Meet 2019 held in Miami, Florida, USA, June 9-12, 2019.


Online Presentation at Virtual TOT Annual Meet October 14-17, 2020 on the topic “Adding more to life during a slump”.


Penned articles for International Magazine “Round the Table”, USA Official publication of the Million Dollar Round Table, USA – July-Aug 2020 on “Fishing in rough water”. And on “STP – See the People, Solve the Problem, Sell the Policy” in January-February 2016.



Paying it forward:

Bharat Parekh adopted an extraordinary practice of going through the ‘obituary column’ of the local newspaper and volunteering free services to help to get the death claim settled. Team Bharat Parekh is always ready to help resolve problems and offer services to anyone who walks into their office. On date they provide free service to 25,965 orphan policy holders. Their advertisement holds its permanent place above the obituary column of leading newspapers.


Bharat Parekh attributes his learning to his valuable clients. To share his learning experiences with his peers he penned a book “Adding more to Life” (http://addingmoretolife.com/) in which he has narrated his learning process along with simple and practical ideas that he adopted to reach the top. The book was released by then LIC Chairman Mr. T.S.Vijayan on the 15th October 2008. The book is also available on Amazon. Translation of book in Hindi, Marathi and Gujarathi is in process.

From his early days Bharat Parekh adopted an extraordinary practice of going through the ‘obituary column’ of the local newspaper and volunteering free services to help to get the death claim settled. Even today Team Bharat Parekh is always ready to help get claims settled, resolve problems and offer services to all those who seek advice thereby practically demonstrating what life insurance does. They provide free service to 25,965 policies till date. Their advertisement holds its permanent place above the obituary column of leading newspapers.


He Strongly believes that Learning is a great gift which is not complete until it is shared. Has made presentations through Webinars on All India level for business and state organizations. Webinar on “My story” organized by South Gujarat Chamber of Commerce and Industry a local organization of businesses and companies in Gujarat.

Babita Parekh

Director

Babita Parekh believes that “a positive attitude is the key to success” and positivity is her greatest strength. She is the back bone of Team Bharat Parekh in the true sense of the term. She has 25 years of experience in Life Insurance and Finance Sector. She has played a lead role in developing the team into one of the country’s premier life insurance and financial services providers.

She is a Corporate Club Member of the Life Insurance Corporation of India. Has qualified for MDRT - Million Dollar Round Table USA an apex body for Life Insurance Agents 10 times and COT - Court of the Table 4 times.

EDUCATIONAL QUALIFICATION:

  • M. Com from Swarashtra University, Rajkot, Gujarat.
  • Certificate from Karnataka Yoga Vidya Pranic Healing Foundation Trust for successful completion of “Arhat Yoga”.

    PROFESSIONAL SUMMARY:

  • Agent of Life Insurance Corporation of India since the last 22 years.
  • Rendering services to medium/high net worth individuals.
  • Management of back office operations.
  • Ensuring client satisfaction and continued operational success.
  • Identifying and cultivating the processes and infrastructure that support effective and world class customer services.
  • Public Relations Programs for clients and staff.

ACHIEVEMENTS:

Activity Center to stay connected with clients, staff and society : Bharat Parekh Academy, an activity center located at Red Cross Road, Sadar, Nagpur is Babita Parekh’s brain child. The calm and peaceful ambience of the center aims at providing a special space for both social and cultural activities for children and adults alike of both the clients and the staff.

  • Joint birthday celebrations of client’s children conducted every quarter.
  • Meditation programs.
  • Regular practitioner of Yog Prana Vidya Healing.
  • Weekly, Monthly Staff Meetings as also Annual General Meeting and other events of the Team conducted at the Center.

Nurturing creativity and talent in young minds:

  • Summer Camps for children every year since 2013. Given the scenario of 2020 lockdown, Online Summer Camp 2020 was conducted on what's app.
  • “Reaching for the Stars” online interactive sessions of CBSE Toppers 2020 with Aspirants promoting sharing of study experience of CBSE Class X and Class XII Toppers 2020 with peers.

Giving back to the society:

Babita Parekh believes that the “essence of living is giving”.  She has planned and executed programs as part of her giving back to the society.

  • “Leadership Lessons from The Mahabharata & The Ramayan” and Session on lessons from Puranic and Vedic Stories on “How to become rich” by renowned Mythologist & Author Shri Devdutt Pattanaik .
  • “Compassionate Parenting and Nurturing” Workshop for Parents, Grand Parents, Teachers and Councellors by Shri. N. J. Reddy, Founder of Yoga Prana Vidya and Veteran Wing Commander of Indian Air Force.

Working together for a social cause:

  • Board member of Mahavir International, Nagpur a leading NGO promoting the philosophy and teachings of Non-violence, Non-injury, Truth, Ahimsa, Fellow-feeling and Brotherhood. Activately engaged in all the socially oriented projects.
  • Joint Treasurer of Gujarati Samaj, Nagpur.

Business Head- Home Loan

Mr. Manoj is a Merit holding Post-Graduate in Commerce. He has about 14 years of experience in Home Loans and has been with Team Bharat Parekh since July, 2009. Prior to joining the Bharat Parekh Team, he worked with several other companies like ICICI Bank Home Loans, India Bulls Home Loans Ltd. and also with HDFC Home Loans. He has expertise in Loan Review, Legal Document Suggestions and eligibility enhancement.

Mr. Manoj

Business Head - Home Loan

Business Head- Mutual Fund

Mr. Ravi is a graduate in Computer Science and has also done his MBA in Finance. He has a Certificate from AMFI. He has a decade of working experience in Life Insurance, equity, and fund management. He is a part of Team Bharat Parekh since last 10 years and is dealing in Mutual Funds over the last 5 years. He is the key person in Mutual funds department and has expertise in portfolio design.

Mr Ravi

Business Head - Mututal Fund

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