About Us

Being an insurance advisor from last 26 years, I am serving several thousand policies, crores of rupees has been paid under claims by me through my agency. We manage approximately Rs. 25 crores of insurance and other investments.

We are completely enthusiastic to our business and helping you to learn more about family insurance planning.

Money is not everything for me. People are so focused on making money that they would even consider it more important than their family. I always try to understand the family and necessity of my client and suggest the suitable policy/plan according to their aims /goals.

Our proficiency is based on the fact that we personalized insurance product in best way (Regular income and adequate risk cover).

I am 11 years continuous member of MDRT- Million Dollar Round Table – The premier association of Financial Professionals, USA having only approximately 1% of the world’s life insurance professionals and I am proud I am one of them but only because of you people.

Remember
  • We are here to offer free and independent insurance advice.

  • We have a system of differentiation by providing excellent service.

  • We provide authentic and genuine service at every step.

  • We surpass every expectation of the client.

  • We deliver what we commit.

  • We are always positive and thriving on to improve the things.

Our USP

We fully make sure you are supported from notification of claim until settlement. It is true that making a claim can be a very stressful and difficult time. We take the stress and pressure out of claims.

We provide excellent service at every touch point. We. assist our clients with completing forms and collating the necessary documents and information required to support the claim. We take the complexity out of an otherwise overwhelming process, guiding the client in the right direction.

We lodge the claim with the insurer on the client’s behalf, handling all communication so that the client can focus on running their business or sorting other matters. We will ensure his clients get what they deserve at claim time.

Because we work daily with insurance companies, we have developed strong working relationships with these companies and thus can deal better with them and come to the resolution you deserve.

After a major loss, we make an on-site visit to help assess loss and can also attend meetings with the client when required. We regularly provide claim update status to our clients and provide grievance handling support, whenever required.

We train all our staff to treat each claim as if it were their own loss. Our team works hard to ensure the outcome is as they would expect if it were their own loss. We emphasise personal relationships in our organisation, We pride ourselves on having claims settled fairly and promptly.

Achievements

  • LIC Gold Medalist two times.

  • CLIA- Chief Life Insurance Advisor.

  • Many times Shatak Veer Abhikarta.

  • Trained by IOE Mumbai and MDI Gurugram.

  • Many times Top agent in branch in NOP.

  • Top agent in Star Health & Allied Insurance Com. P. Ltd.

  • Awarded many times by DatacompWeb Tech Pvt.Ltd. Mumbai.

Membership

  • LIC’s Prestigious Galaxy Club.

  • Chairmen club membership.

  • 11 times MDRT (Membership of USA).

  • LION club Main GZB.

  • Rotary club Sahibabad.

Social Work

  • President of Dharm yatra seva committee, Pilkhuwa.

  • President of Vaishya Agarwal Maha Sabha, Pilkhuwa.

  • Ex President of Bharat Vikas Parishad, Ghaziabad.

  • Ex President of Rotary Club, Pilkhuwa

  • Ex General Secretary of Sanskar Bharti, Pilkhuwa.

  • Founder of Maharaja Agrsen Bhawan, Pilkhuwa.

Services

  • We use LIC Insurance Plans as your need to fulfill your life aims (like Education and Marriage of your child and income flow for your second inning of life means pension).

  • We give best guidance and services for saving your money for critical Medical expenses and high hospital bills through Mediclaim and Health Insurance.

  • We deal with all Mutual funds, SIPs, STPs, ETFs, FDs.

  • Old and physical shares, Demat Accounts, Insurance Accounts, NSE/BSE Share Trading.

  • Car and all type of vehicle Insurance.

"Justice is the insurance which we have on our lives and property. Obedience is the premium which we pay for it."

- Puneet gupta