Quality Policy  
Ours is an establishment which believes in QUALITY POLICY. The quality policy of our Company is to establish, manage and provide world class quality, family financial planning and investment services to all sections of the society.
The above policy will be achieved through following : Established professional management under well-defined organizational structure.
Attract, nurture and retain health, life and investment portfolios of very high cadre.
Continuously improve the quality of all services provided to the prospects and the society.
Continuously review and upgrade the infrastructure.
Constantly provide and review - upgrade the training of all serving in the Organization.
Our Mission  
We are a knowledge based Organization to serve mankind, in particular to improve the standard of living through life and health insurance and other investment portfolios. We are committed to the efficient utilization of the schemes available in respect of eminent and strategy of our knowledge, enterprise and skill to improve dignity of human life.
Out Vision  
To provide superior proactive insurance and investment services to niche market globally, while providing cost effective responsive services to others in our role as insurance and investment agent and in doing so meeting the needs and wants of our clients. To become the agent of choice for others and for the corporate, medium business and up market retail customers. To provide cost effective development insurance and investment schemes for the people, the business and mass market.
Qualification  
LUTCF Fellow Life Underwriter's Training Course    
   
CIS Certificate of Insurance Salesmanship
   
DILM Diploma in Life Insurance Marketing
   
CFP Certified Financial Planner
Achievements  
LIC Life Insurance Corporation of India - Since 1982
Senior Life Insurance Adviser & Wealth Manager

 
MDRT MILLION DOLLAR ROUND TABLE - USA
Qualifying & Life Member
- Local Chair 2008 - 2009
 
LIRT Life Insurance Round Table
President - 2008
 
LIAA
Life Insurance Agents' Association
Past President & Chairman Co-Ordination Committee
 
LUNG Life Underwriters National Guilt
Life member
 
TPZA
Thane Parsi Zoroastrian Anjuman
President 2007 - 08 - 09 - 10
 
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