Samadhan Sawant & Company - Life Insurance Agents
Member since Sep 19, 2025
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About Me
"Experienced Financial Advisor helping individuals and businesses achieve financial stability and growth. Expertise in investment planning, risk management, and retirement planning. Let's discuss your financial goals and create a personalized plan for success"
About Work Experience
I’m a seasoned Financial Advisor and an investment expert who can help you achieve financial freedom.
With my consistent performance as an MDRT, COT—USA member for more than 11 years in a row, my clientele of more than 1250 families across India, the Middle East, and the USA has only learned to relax when it comes to financial matters.
Right from planning personal taxation matters to life goals such as children's education, building a house and farmhouse, travelling across the globe and retirement planning, we take care of our client’s life journey towards financial freedom.
I’ve a direct team of 8 members at my offices in Pune and Mumbai to help us in achieving our life goals, solving complex problems and making the journey meaningful and joyful as well.
We’ve a track record of 100% claim settlement over the last 17 years.
I believe in making a positive change in people's life through financial consultancy.
Experience & Qualification
Qualification
MBA, DTL,GDC&A
Experience as an Advisor
17 Years
Total work Experience
17 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Will Writing Services
Property Management Services
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Samadhan Sawant & Company
Sr No 427/4B F-5 KEDARESHWAR SHREE Co-op,
Above Namrata Medical,Shivdarshan chowk,
Satara Road,
Pune,
Maharashtra, 411009
LICENSE
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Mutual Fund -
ARN No.
101225 - Validity -
01-01-2027
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