Ojas Dandgaval - General Insurance Agents
Member since Dec 8, 2022
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About Me
I am a firm believer in the fiduciary approach, i.e. Clients’ first approach. This also means that whatever decisions that I take are never influenced by the income/commissions. I always restrain myself from Commission driven malpractices. We only recommend products which we feel are absolutely necessary for the clients.
We follow the principle: Caveat emptor– Let the buyer beware. We try to give the maximum information about the product that the client is about to buy. We do not hide any product information from the client which may influence his buying decision.
About Work Experience
I am helping my clients in setting up their financial goals, planning for their retirement and child's needs like education and marriage.
We also help you understand your need of insurance and help you pick the appropriate insurance products best-suitable for you.
Experience & Qualification
Qualification
PGDM HB Finance Managemen..
Experience as an Advisor
6 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Ojas
105, Prime Residency, Damodar Nagar,
Hirawadi road,
Panchavati,
Nashik,
Maharashtra, 422003
LICENSE
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Mutual Fund -
ARN No.
244167 - Validity -
16-04-2025
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