Started as a two-person advisory office in Surat, focused on life insurance for local textile and diamond trade families.
Expanded beyond life cover to offer motor, home and travel insurance, becoming a one-stop advisory practice.
Crossed our first major milestone, and opened a second branch office in Ahmedabad.
Added goal-based mutual fund and ULIP advisory to help clients build wealth, not just protect it.
Modernised claim filing and onboarding, cutting average policy issuance time from 10 days to 3.
Celebrated two decades in business alongside our 40,000th active policy under management.
Recognised at the Gujarat Business Awards for service quality and claim settlement speed.
Today, a 40-advisor network serves clients across Gujarat with life, general insurance and investment planning.
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