White Pearl Insurance and Investments - Post Office Schemes Distributors
Member since Jan 24, 2018
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About Me
White Pearl Insurance & Investments Is Committed To Protect Your Investments, and will be Happy To Help You To Achieve Your Financial Goals.
We are the young & energetic investments firm, who basically deals with General Insurance, Mutual funds, Life Insurance and other instruments of investment like- Postal Savings, Govt. of India Bonds, Company Fixed Deposit, etc.
One can also contact us to renew their existing insurance policies.
We aim to protect your investments, and give the best advice & services, we will also keep you updated regularly with your investment portfolio.
We believe that one happy customer can give us 10 new customers.
Customer satisfaction is our motto.
We serve below mentioned services :-
- General Insurance [The New India Assurance Co, ICICI Lombard General Insurance, HDFC ERGO General Insurance, Iffco Tokio General Insurance]
- Life Insurance [LIC, ICICI Pru Life Insurance, Birla SunLife Life Insurance]
- Health / Medi-Claim Insurance [The New India Assurance Co, ICICI Lombard General Insurance, HDFC ERGO General Insurance, Iffco Tokio General Insurance, Apollo Munich Health Insurance, Star Health Insurance]
- Senior Citizen Health / Medi-Claim Insurance [For senior citizens above 60 years]
- Vehicle Insurance [Two Wheeler, Four Wheeler, Commercial Vehicles, Nil Depreciation Insurance, Third Party Insurance, Full Insurance, Zero Depreciation Insurance, Comprehensive Package Policy, Bumper to Bumper Insurance]
- House Insurance [Including Insurance for House Contents including Coverage for Electronic Equipment like Television, Refrigerator, AC, Furniture, Dwellings, Jwellery, etc. ]
- Travel Insurance [OverSeas Medi-Claim]
- Workmen Compensation Insurance.
- Personal Accident Insurance – upto 98 years of age.
- Mutual Fund [All Companies]
- Wealth Creation through SIP [Systematic Investment Planning]
- Portfolio Management Service [PMS]
- Home Loan
- Mortgage Loan / Loan against property
- Tax Planning & Tax Return filing
- IPO Application
About Work Experience
I have been in the Finance Industry since a long time, and i have been into the advisory portal since last 10 years, but i have been investing and learning finance since my college times.
Mutual Funds have always been my interest since my college days.
Insurance as they say is in my blood as my father devoted 41 years of his life towards Insurance.
Experience & Qualification
Qualification
B.Comm., L.LB., CA-Inter,..
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
PPF (Public Provident Fund)
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Loan Against Property
Fixed Deposits
Affiliations
- The New India Assurance Co. Ltd., ICICI Lombard General Insurance, IFFCO TOKIO General Insurance Co.
- HDFC ERGO General Insurance
- ICICI Prudential Mutual Fund, HDFC Mutual Fund
- Aditya Birla Sunlife Mutual Fund, Reliance Mutual
- L&T Mutual Fund, Franklin Templeton Mutual Fund
- TATA Mutual Fund, DSP BR Mutual Fund, Axis Mutual
Awards & Recognition
-
Chartered Financial Goal Planner
Address
White Pearl Insurance and Investments
G-41, Ground Floor, Neo Square,
NEAR AMBER CINEMA, P. N. MARG,
Patel Colony,
Jamnagar,
Gujarat, 361008
LICENSE
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Mutual Fund -
ARN No.
ARN-97316 - Validity -
07-07-2023
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