Jeevan Sparsh | Insurance & I

Aadhya Solutions

About this app

I Brijesh Patel, will be your guide in achieving complete financial freedom by planning all your investments right. I offer assistance and advise for investments related to Life Insurance & Health Insurance , Public Provident Fund A/C and other asset classes. It’s been over a year now since I began offering advise in mutual fund industry. I have over 1000 families and individuals as my clients and I am determined to help many more in the years to come.

My financial experts are available to offer our clients the best service in terms of advise on investments and financial planning. We regularly attend various industry level training meets, seminars and conferences to be in sync with the latest investment industry trends and services.

Vision/Mission:
We give our best service to all our clients and help every individual to gain financial freedom by investing and saving right. We design an efficient investment portfolio only after understanding our clients currents liabilities, assets and their future goals.

Recognitions:

Corporate Club Membership from LIC
DJFM Closing Bonanza Winner 2016
CRDRT-2017 Award (Raipur Division Round Table)
COT Awards
MDRT Awards
Excellence National Award -2014 (LIC)
7 Times COT’s Qualifier
12 Times MDRT Qualifier
Life Member of MDRT (USA)
Corporate Club Member of LIC of India

What's new

Tools to help you take INVESTMENT DECISIONS