Mrs. Bharati N Parekh started life insurance business in 1999 with a mission to provide financial advice to the clients and ensure their financial freedom.
Mrs. Bharati N Parekh is a certified investment advisor with various commendations in her cap. She is member of MDRT (Million dollar round table) one the most premier associations for financial advisors across the globe. She has also been ranked as top advisor in her branch numerous times for the best insurances practices and sound insurance advices rendered to her client.
She executes best practices that have been fine-tuned by her 20 years’ experience in industry and market research & studies.
Our team is there for you whether it is a service issue or a coverage question or a review of your financial wellbeing. At every step our team will conduct a need analysis and then suggest you appropriate investment option required to protect and add to your financial portfolio. We ensure that you are aware of all your investment options and educate you best to choosing one.
Our Philosophy
We want to be your trusted advisors for the long term, so we give you the decision tools rather than making decisions for you. We want to educate you because an educated client is a good client.
Our core values
Our team works on few core values which define the standard of services we offer