Khushnam Wealth Advisor  - Life Insurance Advisor in Gorai 1, Mumbai

Khushnam Wealth Advisor - Life Insurance Agents

Member since Jun 28, 2022

About Me
Started in 2002 with a small beginning as an LIC Advisor, Late Shri Radheshyam K Gaur – The founder of Hariom Consultancy, which is now known as Khushnam Wealth Advisor has nourished this business from a small setup into a complete Insurance & Investment advisory firm. Our focus had always been to cater the financial needs of Individuals & Families, weather it is related to Life Insurance, Health Insurance, Mutual Funds OR any other Investments, We do all of it in the most efficient way. At Khushnam Wealth Advisor, we believe that every individual deserves the best investment plan, so that they can manage their current financial commitments and also have sufficient reserves for future. It does not matter who you are or what your income is; whether you fall in the high-income bracket or belong to the lower slabs, Our expert team will help you to craft the best financial plan according to your requirements. With our bespoke - advisory services, it becomes easier for you to invest your hard earned money in the right places and also mitigate the risk, being completely sure that you are moving towards your financial goals in a well-defined timelines. Moreover the fast changing market scenario and the dynamic financial sector make it imperative for everyone to have a personalized planning that makes best utilization of one’s financial resources. The high inflation rate and the rising cost of living make it important to have a proper wealth creation and a management plan for catering to the growing family needs. Remember – The journey of thousand miles begins with a single step! So what are you waiting for......Let’s begin the journey to the financially independent world!
About Work Experience
Why Choose Us? o 20+ Years experience in the Insurance & Financial Advisory segment o We are the 2nd Generation in this family run business o Expert advice from a well qualified and highly trained professionals. o Serving more than 1500 Individuals and Families in India & global countries. o 3 key principles in our business: Building Relationship, Maintaining Trust & Growing Wealth.
Experience & Qualification
Qualification
MA, MBA
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

Affiliations
  • MDRT USA
Awards & Recognition
  • Million Dollar Round Table - 2022

Address
Khushnam Wealth Advisor

D2, Gharkul CHS., Plot No 62, Gorai -1,
Borivali West,
Gorai 1,
Mumbai,
Maharashtra, 400091

LICENSE

  Mutual Fund - ARN No. 33740 - Validity - 01-04-2024

  Life Insurance - IRDA No. 00254889F - Validity - 01-06-2024

  General Insurance - IRDA No. BA0000192490 - Validity - 01-01-2024

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