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About Us

Kamal Jeswani

I am an International Speaker and India’s 1st Internationally Certified Financial Success Coach with a Certification in Financial Planning (CFPCM) and Masters in Financial Management. I delivered my 1st TEDx speech at IIT Guwahati on PNG Model for Financial Freedom.
My other qualifications & certifications include BCom, QPFP, HDSE, ITIL, PMP, Six Sigma Black Belt, CFSC, CHCP, MSLC, MBA in Retail Operations, Emotional Intelligence Expert, etc.

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Our Achievements

21 Yr
EXPERIENCE AS FINANCIAL ADVISOR
99000 +
TRAINED PARTICIPANTS

Life Insurance

Our Strength

REGULAR REVIEW OF YOUR FINANCIAL PRODUCTS & NEEDS
HAVING STRONG SUPPORT SYSTEM
KNOWLEDGEABLE TEAM OF PROFESSIONALS

Greeting Of The Day

News

01/05/2024

Benefits Of High Entry Age Limit For Health Insurance

There are two aspects that cause concern for individuals when it comes to health insurance. The first is the time period for which they will be covered and the other is the cost that they will pay for this coverage. Both are problem points for senior citizens as they often find themselves without a cover when they most need it.

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26/04/2024

No age restriction for health insurance now — what this means for premiums and waiting periods

In a landmark move, IRDAI has removed the age limit of 65 years for individuals buying health insurance policies. This marks a departure from the conventional constraints that limited individuals in securing comprehensive coverage. CNBC TV18 spoke to several experts for their take on the policy shift and its implications.

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Testimonial

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Saurabh Parikh

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Richard D Spitzer

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Judy Bell