Hi, I am Sameer Shah providing range of financial services & highest quality expert advice to ensure that you get real value for money from your Insurance and Investment arrangements. "As Insurance Advisors it is our aim is to ensure that you have complete peace of mind with the right insurance cover and that the insurer has the ability and design to pay your insurance claims quickly and efficiently." I am CFP (Certified Financial Planner) and have also done MBA in Insurance & Financial planning. 

Mission 

Having built excellent trusting relationships with my clients and providing range of services, we consider it our mission to share our considerable insurance & investment knowledge with you. 

Whatever your circumstances, we'll use our expertise and excellent relationships, to ensure you are able to meet your financial goals.

Achievements:

Our success is solely due to our customers who have placed their trust in us. Our client base of over 900 clients worldwide have made sure that we keep giving best results. Some of our achievements are - 

1. Member of Million Dollar Round Table USA from last 10 years,
2. Attended 5 international Life Insurance conferences throughout the world,
3. Member of Court of the table USA from last 3 years,
4. LIC is having 12 lakh agents all over India from that only 155 agents are Corporate Club member (Premier club of LIC agents) & proud to say I am on of them.
5. Topmost advisor in Pune Division from last 10 years,

Services 

Our Team can offer personal insurance services ranging from Life Insurance to Health Insurance. We also have a team specializing in retirement planning (Guaranteed tax-free long-life PENSION with long life risk cover), child education planning & trusted term assurance. We promise to provide impartial advice with no jargon, and ensure you understand all the details of your cover. Listed are some our services.