Vision and Mission


Our vision is to provide individuals with peace of mind and to promote a society where every person is prepared for life’s changing cycles and for those situations unforeseen. Our organization provides solutions to meet the following financial needs:

  • Long term protection
  • Investment
  • Best coverage for client’s unique circumstances
  • Service within an honest, open, friendly
  • Assurance of timely Service


To empower consumers to stop overpaying for insurance coverage and give them the tools to take control over their quality of coverage they receive from insurance companies. We believe in the power of comparison shopping as the best tool any consumer has to demand the highest coverage for the lowest rate.

  • Unified in our resolve to deliver innovative solutions where every individual’s needs are best met.
  • Professional in the way we conduct ourselves and in the counsel we give.
  • Ethical in ensuring our policyholders’ interests are managed with utmost integrity.
  • Fair in how we strive to provide favourable outcomes to both our policyholders and provider.
  • Open & Honest in all that we do to build an environment of trust and transparency.
  • Proactive in the steps we take to give our people the skills and knowledge to provide sound solutions at all times.


To grow the most knowledgeable and service-oriented insurance and financial planning consultancy in Pune Division including Solapur.

  • Strive to achieve our clients’ goals and aspirations as they relate to insurance coverage and financial planning services.
  • Deliver service above and beyond what the average client reasonably expects.
  • Maintain a superior level of standards and knowledge in all our business dealings.
  • Maintain a culture of honesty and integrity in all our business dealings.
  • Provide comprehensive, personalized service to clients and act as client advocates when necessary in dealing with insurance carriers.
  • Promote and development of the Insurance plans that will provide clients with the widest possible range of options and choices.