Qualified bronze club at Master Club 24 HDFC Ergo.
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Appreciation from BM 962 LIC
Nashik, 2022 Appreciation from LIC at 962 BM office for helping clients create guaranteed lifetime pensions with one-time investments. Read: How to create a lifelong guaranteed, tax-free* income? Compare and buy Term Insurance. Start here.
Investor Awareness Program: 21st Feb 2025
We recently had the privilege of organizing an online Investor Awareness Program for the employees of Hitachi Cash Management Services, India in association with AssetPlus. This session aimed to educate participants on the basics of investing and mutual funds, following the AMFI (Association of Mutual Funds in India) guidelines. Investing wisely is key to achieving…
Expanding Horizons with SBI General Insurance
26th November 2024 We are thrilled to announce another milestone in our journey! After successfully completing the IRDAI Pre-Licensing Test, we are now authorized to offer the entire range of general insurance products through SBI General Insurance. This partnership with one of India’s most trusted financial service brands enables us to provide comprehensive solutions, including…
Expanding Our Horizons! Successfully cleared IC38 examination for general Insurance
25th November 2024 We are thrilled to announce another milestone—successfully completing the IC38 certificate examination for general insurance. With this certification, we are now authorized to offer a wide range of general insurance products, including health insurance, motor insurance, fire insurance, marine insurance, and more. This marks a significant step in enhancing our ability to…
Started our monthly e-newsletter.
5th May 2023 Started our monthly e-newsletter which provides concise, easy-to-understand insights tailored to our clients to keep them ahead of the curve with the latest news from global markets to emerging sectors. Read: Create a lifelong guaranteed tax-free* income. Invest in Mutual Funds. Start here.
Honoured with the Zonal Manager’s Trophy – A Milestone of Purpose ?
We’re proud to share that Kaushik Paul has been awarded the Zonal Manager’s Trophy (Western Zone) by LIC of India, recognizing our continued commitment to protecting families and inspiring lasting financial well-being. This honor was received on 4th September 2025 at LIC Branch 962, Nashik, from the hands of our respected Branch Manager Madam, in…
