Adding more to Health, Wealth, Loans & Mutual Funds
01VisionTo become the first choice wealth advisers for medium-high net worth individuals.
02MissionAdding more to life by providing customized financial services, solutions and security.
03Core ValuesQuality, Integrity, Transparency.
Started on 14th September 1985 by Mr. Bharat Parekh as an LIC Agency today, the team's activities include Wealth Management, Life Insurance, Mutual Funds, Home Loans & other investments. It operates from Mumbai and Nagpur.
The Team pursues a strategy of providing the best of services. Its services are the result of an amazing amount of attention to detail, seamless teamwork and flawless execution. Combining it with expertise in financial planning, it enjoys leadership in wealth management services, becoming the first choice for individuals, professionals, NRI, HNI clients, institutions & corporate houses. In 2016, the base expanded to service over 5,000 families.
Its customer centric approach include ALL INDIA TOLL FREE number, 24x7 Services, Free Group Insurance, Authorized Premium Collection Center, Customer friendly kiosk, P.O.S. machine to enable easy premium payments, Premium collection van, Financial Portfolio Management & Online Services, Door Step Servicing - LIC, Mutual Funds & Home Loans and free services to orphan policyholders.