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About Us

Mr. Sandesh Rahate

Welcome You

I, Sandesh Rahate, would like to take the opportunity to thank you for visiting my website. This is my attempt to provide my clients all services and information they need at a click of a button. With over 12 years of experience of being an advisor, my aim is to guide my clients in all aspects of financial planning. Currently, over 270+ families and individuals are drawing benefits from my services. Having sold over 500+ policies, I am here to help you to take charge of your money and create a secure future for you and your loved ones.

My Team

With qualified and highly motivated team in place, our focus is on our client’s expectations and guide them in creating wealth every-time in every investment. I and my team keep ourselves updated with the latest news and current trends of the industry by conducting regular meetings, attending industry-level training sessions, group discussion, orientation, counseling and much more. We make use of latest technology to help our client’s get a better picture of their investments and see their money grow over the years.

Mr. Prashant jadhav (business developer) 9892930932 mobile number 10 year experience in insurance field

Our Mission

To provide everyone, everytime right investment solutions and create wealth for living happy family life.

Achievements & Recognition:

  • BRanch manager Club Member
  • LIC Shatakveer Sanman 2008/2009
  • Corporate Trophy 2015



Mr. Shivprasad G. Zagade

Property Dealer and a Marketing Professional

Mr.Shivprasad G. Zagade is a property dealer and a marketing professional based in Goa. With 11 years of experience in liasoning, property transfer, zone changing of plots to commercial/residential/industrial, his dedication has taken him to great heights. Eye to detail and an impeccable record of solving disputes, Mr. Shivprasad is also into loan segment and is highly experienced in dealing with multiple financial institutions.

His clients are his priority and he has helped them reach their financial goals by ensuring that they get faster approvals and best interests rate as per the prevailing market conditions.

TESTIMONIALS

AWARDS

PHOTO GALLERY

My Services

Insurance Calculators

We provide all types of insurance calculators for example.

  • 1. Premium Calculator for your delight customers
  • 2. Loan amount calculators.
  • 3. Surrender value of your policy and many more....

Financial Calculators

We provide all types of financial calculators for example.

  • 1. Value of your investments after x years
  • 2. EMI calculators
  • 3. SIP Calculators and many more .......

eGreetings

Through our webiste you can send more than 800 Greetings to your customer with your personailasion text. All type of greetings are available below are few listed

ANNIVERSARY
BIRTHDAY
FESTIVALS
EVENTS
Other Services We Offer

SMS Alerts:

Weekly Alerts on all financial products as well as Premium status information

E-Portfolio:

A hassle free portfolio management service that gives freedom from handling of files & papers by providing all the details on CD.

Mutual Funds:

Complete Portfolio Diversification through investments in Equity Mutual Funds covering all Fund Houses in India.

Medical Insurance

Unique medical insurance products through Star Health & Allied Insurance – A Stand-Alone Insurance Company