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  • Mr. Kalpesh Veera

    Mr. Kalpesh Veera

    Thank you for visiting our website. I am Kalpesh K Veera. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc. We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 15 years, we have helped more than 1500 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suits your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.


    Our Speciality

    WE SUGGEST PLANS AS PER CUSTOMER'S REQUIREMENTS
    WE PROVIDE CUSTOMIZED SOLUTIONS
    WE LISTEN, WE UNDERSTAND, WE PROVIDE BEST SOLUTIONS

    Financial Products

    Health Insurance

    Health Insurance

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    Mutual Fund

    Mutual Fund

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    How to avoid insurance claim rejections: Top mistakes to watch out for

    The Insurance Regulatory and Development Authority of India (IRDAI) reported that 11% of health insurance claims were denied in FY24, totalling ₹26,000 crore in repudiated claims.

    File updated ITR before March 31

    File your updated Income Tax Return (ITR-U) before March 31, 2025, to correct omissions or errors and avoid penalties. Learn more about filing, deadlines, and additional tax liabilities.

    Greeting Of The Day


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