HELPING PEOPLE WITH FINANCIAL PLANNING AND WEALTH MANAGEMENT
A Limra, NISM, Kinder Brothers Recognized Certified Financial Planner
I am a member of the globally known Million Dollar Round Table (MDRT) forum for 19+ years & have been a part of the MDRT’s elite forum, Court of Table (COT) five times and Top of Table (TOT), an international recognition in the insurance industry.
A quick background of my journey so far…
MDRT Affiliation for 18+ years
5 times Court of Table (COT) & Top of Table (TOT)
International Recognition & Awards
Bagged more tha 520 awards in the career span of 19+ years
Serving Clients Globally
With a base of 3000+ Indians & NRI clients across the globe
Fastest Claim Settlement
Certifications & Affiliations
Key Services
I offer comprehensive financial planning & wealth management solutions to my clients across different categories & age-groups
Need Based Investing
Asset Management
Life Insurance
Wealth Creation
Portfolio Management
Mutual Funds
Retirement Planning
Health Insurance
Asset Review & Audit
Fully Responsive
Fast Loading Times
Clean/Lovely Design
Built with WordPress
Retina Ready
Browser Compatibility
TESTIMONIALS
Happy Clients
Trust is priceless & only time can buy it for you, with genuine, honest & transparent efforts!
Here is what I have earned over the years of my service
JP is not only a wonderful person, but he understands the financial security required for a family even after one’s demise. Knowledge is saviour & I believe he is a saviour of thousands of families. I feel secured that when I am not around, my family will be safe and can meet the current lifestyle we’re having. All of this is because of having you as wonderful advisor with my family
Vishwas – Reliance Telecom
One word “Excellent” in all aspects.
Right knowledge & understanding about the product and customer’s requirements.
Jesal – MD & CEO, ST India
I accidentally met Jay a few years ago. He not only enlightened me with the financial knowledge & answered my queries but also added a lot in my financial prudence.
Jay is a vigilant financial expert. He is a great Human being & has always been my go-to person & a part of our family.
In today’s era of deceptive advertisements we look for holistic planning and great advice, and for us Jay is the best person we can go for. Cheers to his new venture in extending his hands over serving needfuls!
Jayant – Infosys
JP is an advisor par excellence. We have bought Life Insurance and Health Insurance plans from him. He customises the plan in such a way that it suits our needs and our wallet. His service is impeccable specially in helping settle claims. He is our family Insurance advisor and a dear friend
Davis – HR Consultant
JP is knowledgeable & confident in the subject matter that he filled in a table for me till I would/could possibly live. He made me visualise situations & circumstances I had not paid to much of attention to. Suddenly all that he was speaking made sense
In matters of Insurance,
I have not met a person with so much knowledge, warmth and a positive attitude towards life.
The difference with JP is that he does not come to you with the intention to sell but to satisfy your needs to your future commitments. He is now family.
Vishwanath – Businessman
Let’s start with a Free Consultation
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I’d love to show you various ways in which your Financial Wellness can be improved.
