Welcome you to the Website. This website will provide you very convenient & excellent tools like, Industry News, Informative Articles, Financial Calculators, Tax & Bonus Information & many more.
ATUL A.PATIL is LIFE INSURANCE ADVISOR .He is a Commerce graduate from Mumbai University and Diploma in Computer Programming and passed LSGD( Local Self Government Diploma). His journey of Insurance started in 1993 and will be completing two decades in insurance industry in this Financial year He has attended many seminars, training from LIC’s Zonal training center at Pune and Gudgaon Delhi. He has attended workshops and training sessions related to insurance and investment.. His clients includes Businessman, young professionals, self-employed & Entrepreneurs.
FINANCIAL PORTFOLIO MANAGEMENT :
♦ Key Man
♦ Mediclaim
♦ Partnership
♦ Mutual fund
♦ Share & Stock
♦ Business Insurance
♦ Retirement Planning
♦ Manpower Retention
MISSION :-
(1) Our number one priority and commitment is to offer at all times Best Services to our Customers.
(2) To become India’s leading Life Insurance Advisor and be amongst top 10 in India.
OUR VISION : -
Be provider of choice to clients Who Respect us, Reward us, Provide Repeat Business and Enhance Our Reputation.
OUR VALUES :-
Responsiveness, Integrity & Efficiency.
Achievements:-
» Traditional Insurance Policy of Sum assured of Rs. 2 Crores.
» Qualifying for MDRT-USA
» Life Member of IOE-IFPA (Indian Financial Professional Association)
» Member of ALIA - (Association of Life Insurance Agent)
» Member of LIC – DIVISION Manager’s Club for the Agent.
» Leading Agent in LIC of India Branch 90H – Division IV
We as a TEAM
We are offering very interesting Services. The Purpose of this website is to give accurate , prompt & handy services to the customers. This website is a quick glance for my customers for reviewing their Insurance & Investment related information at any point of time.
We are having a Personalized Customer Advisory Service and a technically well equipped office. Our organization is made up of a young, experts and dynamic team of professionals each specializing in their respective domains. Till date, we have sold over 1000 Family Insurance Policies & also assisted several clients with their various financial requirements. To update ourselves, we do constantly participate in various Educational Seminars & Courses.