A personal financial professional (PFP), qualified electrical Engineer, with over 20 years of varied experience in financial & risk management, I'm passionately serving 250+ Indian families and NRIs with blissful testimonials under the brand InvesTales. As Practicing Certified Financial Goal Planner(CFGP), Qualified Insurance BQP (Principal Officer), NISM-Certified PMS and AMFI-MF Distributor, Licensed with HDFC Ergo GIC, Aditya Birla Health, NivaBupa and as PoSP I’ve been working closely with major reputed insurers. Advising customized and specialized solutions to retail clientele (professionals, millennials, Senior citizens) and group health insurance (GMC) and Business (employer-employee, keyman), Commercial (liability, property, marine, Cyber insurance) and industrial (EAR, CAR, WC, etc) risk management to MSMEs/ StartUps. As an avid reader, has an affinity for autobiographies and traveling to unchartered territories and is passionate about immediate goals of running marathons, cycling, and mountaineering
POSP of an Insurance Broker/Company
Certified Financial Goal Planner (CFGP)
Dedicated Claims Team
Get expert help to ensure 100% worry free process during your claims journey.