Looking for Reliable Investment & Insurance Solutions to Protect Your Family's Health and Finances?
Meet Sangita Khot Shelar,(CPF – Complete Financial Planner) an Experienced Professional with 15+ Years in the Industry!”
Our investment and financial planning firm specializes in life insurance, general insurance including Mediclaim, and mutual funds. With Sangita Khot Shelar’s 15 years of experience in Mediclaim and 20 years in life insurance, we provide personalized solutions to meet every client’s unique needs and budget. Our reliable and affordable services have satisfied over 350 Families, and we’re dedicated to helping families secure their financial futures. Contact us today to schedule a consultation with Sangita and achieve your financial goals.
Sangita Khot Shelar
– Our Services –
Health Insurance
Health insurance or mediclaim provides protection to policyholders against unexpected medical emergencies, covering the cost of medical expenses up to a specified limit. It helps reduce the financial burden of healthcare costs and provides peace of mind in case of unexpected medical emergencies.
Life Insurance
Life insurance provides a financial benefit to dependents upon the premature death of the insured person. It pays a specified amount, called the “death benefit,” to the named beneficiary when the insured passes away.
Mutual Funds
Mutual funds are an investment option where you buy a small portion of a larger pool of investments managed by a professional fund manager. They offer the benefit of convenience and the expertise of a fund manager in selecting and managing investments.
– Why required Insurance & Investment Plan–
Financial protection
Preventive care
Quality healthcare
Reduced out-of-pocket expenses
Tax benefits
Job security
– Why Choose us –
- Expertise : Our expert has over 15 years of experience in the Investment & Insurance industry and 20 years of experience in life insurance.
- Personalized service : We take a personalized approach to our services, providing customized solutions to meet each client’s unique needs and budget.
- Comprehensive solutions : We offer a range of services, including financial planning, investment management, and insurance solutions.
- Affordable services : Our services are designed to meet our clients’ needs and budget without compromising on quality.
- Satisfied clients : We have a track record of over 350 satisfied Families, committed to delivering personalized and reliable financial planning services.
– Contact us –
Address : Swadeshi Mill Mahada Compound, Near Reliance Fresh, Sion, Chunabhatti, Mumbai – 400022
Mobile Number : 9930667018 | 9960960893 | 9321740288
Email id : sangitakhot@gmail.com