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Alpesh Kotak

Alpesh Kotak

advisor
Verified Advisor

About Advisor

Alpesh Kotak, an accomplished my Graduation from Gujarat University and an Associate from the Insurance Institute of India & Associate of Mutual Funds in India. With over 20 years of expertise in the realm of financial advisory, I have honed my skills through pivotal roles at esteemed institutions including Bajaj Finserv & XYZ Finserv My journey in financial advisory has been defined by a steadfast commitment to serving over 1000 families, guiding them towards enduring financial prosperity. I excel in customer relationship management, priding myself on fostering enduring connections that extend beyond mere transactions. My proficiency spans a comprehensive understanding of financial products coupled with an unwavering dedication to delivering unparalleled service. I am driven by a passion for empowering individuals and families to navigate their financial futures with confidence.

about

Company

Margin Money and proprietor

about

Experience

20 years

about

License

Individual Agent

Products

Health Insurance
Auto Insurance
Life Insurance (Saving Products)
Term Life Insurance
Travel Insurance
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Dedicated Claims Team

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Languages Spoken

lang English
lang Hindi