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About Us

RAJESH TAWARE

Welcome's You

Financial planning is the key element in helping you complete your life goals. Planning your finances doesn't mean just to accumulate your wealth in one place , in broader term it means to save money the right way. Thinking as to what the right way means? Relax & leave all your worries behind as you are at the right place. I, Rajesh Taware, will be your guide in helping you set your life goals & help you achieve complete financial independence.

Having completed my Masters in Commerce and with an experience of 23 years as a Financial Advisor, I always had a keen interest in this field. Having serviced over 4050 individuals & families, I am also associated with companies like Oerlikon Balzer Coating Pvt Ltd, Smalz India Pvt Ltd, Kub Quality Pvt Ltd, Ador Power Pvt Ltd as their insurance advisor. My agency is also preferred & considered the best in clearing & forwarding. Along with it, I also offer services in terms Employer employee scheme, Partnership insurance, Key man insurance, Group Insurance, Group Gratuity scheme, Leave encashment scheme, Group term insurance.

With latest CRM technology in place, my clients have the ease of access & can view their investment portfolio, check payment due/reminders, use financial calculators & much more with just few clicks. So don’t wait up anymore. Begin your journey for a financially bright future today.

Recognition & Achievements:


> Chairmen club member from 2000
> MDRT member from 2005 till date
> Galaxy Club member 2016

TESTIMONIALS

AWARDS

PHOTO GALLERY

My Services

Insurance Calculators

We provide all types of insurance calculators for example.

  • 1. Premium Calculator for your delight customers
  • 2. Loan amount calculators.
  • 3. Surrender value of your policy and many more....

Financial Calculators

We provide all types of financial calculators for example.

  • 1. Value of your investments after x years
  • 2. EMI calculators
  • 3. SIP Calculators and many more .......

eGreetings

Through our webiste you can send more than 800 Greetings to your customer with your personailasion text. All type of greetings are available below are few listed

ANNIVERSARY
BIRTHDAY
FESTIVALS
EVENTS
Other Services We Offer

SMS Alerts:

Weekly Alerts on all financial products as well as Premium status information

E-Portfolio:

A hassle free portfolio management service that gives freedom from handling of files & papers by providing all the details on CD.

Mutual Funds:

Complete Portfolio Diversification through investments in Equity Mutual Funds covering all Fund Houses in India.

Medical Insurance

Unique medical insurance products through Star Health & Allied Insurance – A Stand-Alone Insurance Company