About Us

Sonal Shah

Welcome's You

I, Sonal Shah, welcome you to my website. This website will provide you very convenient & excellent tools like, Industry News, Informative Articles, Financial Calculators, Tax & Bonus Information & many more. A Commerce Graduate. I have been working as a Insurance Advisor since 18 years. I believe in keeping myself continuously updated by a strong regimen of self-study & engagement in industry level trainings & seminars. Through this I am able to ensure a relevant & current advisory for my clients at all times. I also mentor my team on a regular basis to maintain their excellence levels. Perhaps that is also one of the reasons that we currently service many policies & providing services to huge policy holders with ease.

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 2017, the base expanded to service over 1,000 families

Our organization is made up of a young, expert and dynamic team of 7 professionals each specializing in their respective domains. Our associates have a rich corporate experience of working with the top most Indian Finance companies. Till date we have sold 1000 Family Insurance Policies and many individual Insurance policies. We have also assisted many clients with their various financial requirements.

Achievements Section :

MDRT Qualifier for 15 Times

COT Qualifier for 8 Times

TOT Qualifier for 1 time

Awarded as a Corporate Club Member for 6 times