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VIJAY RAJEBHOSALE
VIJAY RAJEBHOSALE
Welcomes You
VIJAY RAJEBHOSALE is one of the successful insurance and financial advisors in Pune. He is attached with country’s largest insurer LIC of INDIA serving his clients since 20 years with passion and dedication. He is a member of prestigious club for agents, The Zonal Manager’s club at LIC of INDIA. He is also member of MDRT –Million Dollar Round Table which is an International Premier Financial Organisation for insurance agents.
Believes that “Nothing is sold, but it is bought” so is his focus to serve clients with best possible efficiency and accuracy. Serves more than 600 families and some corporate and institutions. He also caters to some celebrities associated with social work, cricket and politics across many cities in India.
He keeps himself update by attending trainings and seminars. He has completed his CIS certification from Insurance Institute of India and has successfully completed “Certificate in Financial Planning & Financial Services “at Chitkara University, Chandigarh. Currently he is pursuing his MBA in Insurance & Financial Planning.
He helps clients achieve their financial goals by understanding their status and future needs. Educating his clients about concepts like Capital Need Analysis, Wealth Creation and HLV is his way of working. Retirement planning (with Tax free pension) Provision planning (For Higher Education and Marriage) is what he focuses the most. He manages financial portfolio of his clients with Life & Non-Life insurance, mutual funds, deposits and bonds.
He is an avid trekker and traveller, likes farming, cooking and spending time in nature. He is associated with NGO’s working for Fort conservation, Education and Skill Development.
Mr. Milind Mane
Mentor:
Our guide and mentor, Senior Business Associate Mr. Milind Mane- the name in Indian insurance industry know for his deep knowledge and know how about Insurance and financial planning. His all time support has helped us throughout our professional journey. He has been a inspiration and motivation for many insurance professionals across globe.
STAFF
Rajshree Pawar is the one who is motivated to serve clients at any given time for issues related with insurance & investments. She is prompt in providing services since last 10 years and is well aware about procedures to take care of client’s portfolio. She is very efficient in managing office and coordinating with staff.
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