Life N Legacy Financials Is Incorporated In The Year 2009 And Presently Catering To 1000+ Satisfied Clients Which Includes HNI's, Businessmen, Entrepreneurs, Software Engineers, Advocates, Doctors, Architects, CEO'S, CFO'S & Many More Spreading All Over India And Abroad.
Our advise is never offered in a vacuum. We would rather put a context around your Goals & Objectives & then based on your concerns/challenges and also your Risk Appetite & Cash Flows we customize a Solution with your specific needs in mind. We also assist in implementing our Recommendations & there is one Annual Review as well
We Also Recruit, Train & Develop Insurance & Investments Advisors For Various Companies Like Religare Health Insurance Co. Ltd, Apollo Munich Health Insurance Co. Ltd, Bajaj Allianz Life Insurance Co. Ltd & Reliance General Insurance Co. Ltd
- Our Team -
Director: Mr. Elayaraja Nadar
Branch Head: Mrs. Ishwarya Op
Team Manager: Ms. Priyanka Kokane
Team Leader: Ms. Monika Kamble
- Vision & Mission -
Vision: To Be The Most Trusted & Preferred Advisor To Our Clients For Our Professional Knowledge, Undisputed Integrity & Personalized Service.
Mission: To Be The Most Valued Financial Advisor In Educating People To Plan Their Retirement. Mission To Cover Child Future Planning For All Children & Adequate Insurance For All Adults
- Awards & Recognition -
Religare: Leader & Champions Club Member
Reliance: Top Star
Bajaj Allianz Life Insurance: Platinum Club Member
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