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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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    News

    RBI cancels registrations of 150 NBFCs; around 67 firms from Delhi, 75 from West Bengal

    New Delhi: The Reserve Bank of India (RBI) has cancelled the Certificate of Registration (CoR) of 150 Non-Banking Financial Companies (NBFCs), with the highest number of affected firms registered in Delhi and West Bengal, according to a central bank release issued on Thursday

    Importance of insurance agents

    The insurance agent is crucial for more inclusion. His commissions should not be grudged. He can rope in younger people.

    Greeting Of The Day


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