Guiding Your Wealth Towards a Brighter Future
Rachana Finsure is AMFI cerfied Mutual fund distributor and IRDA certifed Insurance Agent serving more than 350 Insurance clients and more than 1300 mutual funds clients. We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalized financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
Majorly working in Term & Health insurance, equity/debt mutual funds, PMS, AIF, Small cases, Guaranteed return products and much more. As time went by we have emphasized our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.
