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Rajnikant patel

I am a Rajnikant patel, Certified financial planner, Chief Life Insurance Adviser, NRI financial Planner. I am specialized in customaries and need based financial planner, I am having 20 years of experience in insurance and investment industry. I am managing 50plus crores insurance and investment portfolio.

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Our Strength

WE SUGGEST PLANS AS PER CUSTOMER'S REQUIREMENTS

BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION

DELIVER VALUE TO OUR CLIENTS

Life Insurance

Endowment

Children

Moneyback

ULIP

Whole Life

Health

Term Assurance

Pension

Greeting Of The Day

News

26/04/2024 CNBC

No age restriction for health insurance now — what this means for premiums and waiting periods

17/04/2024 The Economic Times

3 changes in health insurance claim rules to help consumers: Reduced waiting period for pre-existing diseases, moratorium

04/04/2024 The Economic Times

How technology is easing the life of insurance customers

26/03/2024 Moneytoday

IRDAI announces final rules on surrender value from April 1. A quick guide for policyholders

Gallery

OUR ACHIEVEMENT

OUR ACHIEVEMENT

Testimonials

I am delighted to share my heartfelt appreciation for the exceptional service and invaluable financial advice I received from Mr. Rajnikant ...

Rakeshbhai Patel

Blog

Every Woman Deserves Financial Freedom

Every Woman Deserves Financial Freedom

Financial Planning

2023-03-08

Rajnikant patel Blog

Major Highlights of Budget 2023

Major Highlights of Budget 2023

Budget

2023-02-01

Rajnikant patel Blog

Valuable Financial Lessons from the Festival of Diwali!

Valuable Financial Lessons from the Festival of Diwali!

Financial Planning

2022-10-21

Rajnikant patel Blog