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

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).

We provide continuous ONLINE & OFFLINE support to our clients right from choosing the plan, opening of LIC policy to till maturity claim settlement.

We have lots of happily satisfied customers from all walks of life from India and abroad.

We just don't sell policies, we provide need based solutions according to the individual need of the customers.

We are best known for our professional approach and honest advice.

We feel happy and privileged to meet our clients at given point of time, which makes as easily accessible to our clients.

We have won awards, achieved many laurals and honours in LIC by achieving highest recognition among the advisors in LIC.

The team pursues a strategy of providing the best of services. Its services are the result of an amazing amount of attention to detail, seamless teamwork and flawless execution.

Combining it with expertise in financial planning, it enjoys leadership in wealth management services, becoming the first choice for individuals, professionals, NRI, HNI clients, institutions & corporate houses.

Come join and be a part of us.

Free Inquiry

Our Team
  • Naresh Thakkar
    Certified Financial Planner
  • Neeta Thakkar
    Branch Head
  • Mehul Thakkar
    Sales and Marketing Head
  • Pulkit Salot
    Business Associate (Financial planner)