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LIC Plan

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Our Services
  • Financial Planning
  • Child Education Planning
  • Child Marriage Planning
  • Tax Planning
  • Portfolio Planning
  • Estate Creation
  • Loan Liability Coverage
  • Life Insuarance
  • Mutual Funds
Why Us?

Vision
To become the first choice wealth Advisers for medium-high net worth individuals.

Mission
Adding more to life by providing customized financial services, solutions and security.

Core Values
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).

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Naresh Thakkar

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.

Naresh Thakkar

Certified Financial Planner (Gold Medalist)
Expert in Wealth Management and Financial Planning

We are serving over 1000+ clients including NRIs.

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