Meet The Team
GET TO KNOW US
HIS EXPERTISE
➤ Retirement Solutions.
➤ Pure Protection/Term Plans
Service Providers:
- Life Insurance Corporation of India (LIC)
- Tata AIA Life Insurance
- Loans
Social:
- Joint Secretary of a Thrift & Credit Society ‘Kalash TCS’
Other:
- Certification from “Indian Institute of Excellence”
RAJENDERA PANDEY
FOUNDER
Rajendra Pandey is on a mission to help people ensure financial security for themselves and their loved ones. He has helped many individuals plan their post retirement finances so that they can live their 58+ lives with comfort, happiness and lots of money. He has some great ideas for seamless retirement planning, along with Term Insurance plans that he recommends to ensure the financial security of families in case of untimely demise of the earning family member.
ABOUT HIM
➤ IRDA license since 1997.
➤ Belong to Nainital, Uttarakhand.
Education:
➤ B Com from Bareilly College, UP
Addition Qualification:
➤ Graduate in Advertising Sale and Marketing
Experience:
➤ Life Insurance adviser for last 20 years.
➤ 15 year’s work experience with various MNCS as an investment consultant.
Purpose/Mission:
- To spread awareness
- To educate the importance of Insurance
- Provide need-based Life Protection Plan
- To provide Life Insurance related services
RAJENDERA PANDEY
FOUNDER
Rajendra Pandey is on a mission to help people ensure financial security for themselves and their loved ones. He has helped many individuals plan their post retirement finances so that they can live their 58+ lives with comfort, happiness and lots of money. He has some great ideas for seamless retirement planning, along with Term Insurance plans that he recommends to ensure the financial security of families in case of untimely demise of the earning family member.
ABOUT HIM
➤ IRDA license since 1997.
➤ Belong to Nainital, Uttarakhand.
Education:
➤ B Com from Bareilly College, UP
Addition Qualification:
➤ Graduate in Advertising Sale and Marketing
Experience:
➤ Life Insurance adviser for last 20 years.
➤ 15 year’s work experience with various MNCS as an investment consultant.
Purpose/Mission:
- To spread awareness
- To educate the importance of Insurance
- Provide need-based Life Protection Plan
- To provide Life Insurance related services
HIS EXPERTISE
➤ Retirement Solutions.
➤ Pure Protection/Term Plans
Service Providers:
- Life Insurance Corporation of India (LIC)
- Tata AIA Life Insurance
- Loans
Social:
- Joint Secretary of a Thrift & Credit Society ‘Kalash TCS’
Other:
- Certification from “Indian Institute of Excellence”
HER EXPERTISE
➤ Goal-Based Investment Solutions
➤ Health Protection Plans
Service Providers:
- All AMCs Mutual Funds,
- HDFC Ergo
- Star Health Insurance
- LIC of India
- Tata AIA Life Insurance
Social:
- Executive Member of a Culture Welfare Society
GEETA PANDEY
CO-FOUNDER
Geeta Pandey is an experienced financial advisor with over 15 years of experience. She has provided many clients with optimal assistance, retirement planning, insurance planning, tax strategies and overall support managing in their finances. She has always given honest and unbiased financial advice and earned client’s everlasting trust.
ABOUT HER
Education:
➤ Master in Commerce in 2005.
Experience:
➤ 17+ years experience in Life Insurance Sector,
➤ 8+ years in the Health Insurance sector
➤ 5+ years experience in the Mutual Funds
➤ 2+ years experience in General Insurance
Certification:
➤ IRDA 2004 ( Life, Health and General Insurance)
➤ NISM 2016 ( Mutual Funds by SEBI)
GEETA PANDEY
CO-FOUNDER
Geeta Pandey is an experienced financial advisor with over 15 years of experience. She has provided many clients with optimal assistance, retirement planning, insurance planning, tax strategies and overall support managing in their finances. She has always given honest and unbiased financial advice and earned client’s everlasting trust.
ABOUT HER
Education:
➤ Master in Commerce in 2005.
Experience:
➤ 17+ years experience in Life Insurance Sector,
➤ 8+ years in the Health Insurance sector
➤ 5+ years experience in the Mutual Funds
➤ 2+ years experience in General Insurance
Certification:
➤ IRDA 2004 ( Life, Health and General Insurance)
➤ NISM 2016 ( Mutual Funds by SEBI)
HER EXPERTISE
➤ Goal-Based Investment Solutions
➤ Health Protection Plans
Service Providers:
- All AMCs Mutual Funds,
- HDFC Ergo
- Star Health Insurance
- LIC of India
- Tata AIA Life Insurance
Social:
- Executive Member of a Culture Welfare Society