Umesh Panchwagh -

Umesh is recognised as one of the most successful financial and Insurance planners not only in Pune but through out the entire state of Maharashtra. Having experience of more that 15 years in Life Insurance and Financial planning, he has tremendous knowledge of all the financial tools available in the market.

He keeps updated knowledge of various financial instruments by attending various seminars and workshops conducted at Pune, Mumbai or at any place in the country. Though he is in life insurance and financial planning profession, basically he is an Engineer from Mechanical stream, which has helped him to be accurate and meticulous.

Umesh has successfully passed the examination conducted by Insurance Institute of India. He has also completed the Certified course of Financial Planning conducted by Chitkara University, Chandigarh. Most recent course CFP (chartered financial planner ) he has cleared in a very first attempt.

Umesh operates from his own fully computerised office with experienced and knowledgeable staff to serve his clients beyond their expectations. His office is directly linked with the LIC 's Central server which helps him to serve the clients from his own office in addition to that of LIC branches.

Umesh is Member of Million Doller Table (MDRT) from 2009, And Member of Court of Table (COT) USA. or prestigious Galaxy Club of LIC for agents since inception of the club. From in 2018, yet another garnered with crown by qualifying for the highest standard club, The Corporate Club membership.

He has specialised himself in Retirement planning by considering current status and future needs of clients. He has a solid base of sound and most satisfied clients more than 4000 till now and adding substantial clients every year.

Umesh is India's first ISO 9001:2008 certified office from Pune, for better and more efficient services to clients.

 

Financial planning steps we follow -

• - Cash flow analysis method.
• - Capital need analysis.
• - Income,expenses and liability study.
• - Identification and proprietaries the financial goals.
• - Net worth calculations.
• - Actual financial planning and suggestions to clients.

Services

• Risk management and Health Insurance
• Retirement planning with scientific methods. 
• Child higher education planning by considering inflation.
• Need base selling
• Door step services for premium collections and other LIC related services. 
• Maintaining computerized records and automated reminder system for LIC services.
• Polite staff for servicing backup.
• Income tax planning.

Vision

To become no.1 position in India as leading Life Insurance adviser.

Mission

Giving support to individuals for financial planning and retirement solutions and help plan at least 10,000 clients to plan for perffect retirement.