- Financial Planning
- Child Education Planning
- Child Marriage Planning
- Tax Planning
- Portfolio Planning
- Estate Creation
- Loan Liability Coverage
- Life Insuarance
- Mutual Funds
To become the first choice wealth Advisers for medium-high net worth individuals.
Adding more to life by providing customized financial services, solutions and security.
Quality, Integrity, Transparency.
We are LIC's officially authorised & recognised IRDA certified LIC Agent / Advisor and Financial Planner in Surat since 8 years, providing professional & value based Insurance services to our esteemed clients not only in Surat, but across India & Globally (NRI clients).Learn More
Naresh Thakkar has come a long way since he started his career as a life insurance advisor in Surat - India on the advise and encouragement of his father Shri. Babubhai Thakkar and under the guidance of Shri. K K THAKKAR chief advisor, his mentor and guru who rendered the required inputs to make his dream a reality.
Certified Financial Planner (Gold Medalist)
Expert in Wealth Management and Financial Planning
We are serving over 1000+ clients including NRIs.
Vodafone - Deputy Manager
Pune - India
Trustworthy financial planning adviser offering good service always.
Mitsumi Distribution (T) Ltd
General Manager, (Tanzania - East Africa )
J N GLOBAL FINANCE insurance is fantastic and Their Customer Services is outstanding I recommend them to Friends and Family all the time.
CEO - Branded World Computers Systems Ltd
Nairobi - Kenya
Mr,Naresh and His Team are Delightful to work with and really know their stuff. They Worked with us on very personal basis - discerning and addressing our needs rather than offering one - size - fits all answers.