about us

Our Profile

ABOUT US

Thank you for visiting our website.
I am Gour Debnath, a Financial Consultant specializing in Wealth Management, Tax Planning, and Insurance Consultancy Services.

I provide professional guidance and customized financial solutions for various needs such as Pension Planning, Health Insurance, Term Insurance, Child Education & Marriage Planning, Retirement Planning, and overall Financial Security.

With over 19 years of experience in the Insurance Industry and 30 years of expertise in Taxation & Financial Accounts, I have successfully served and secured more than 5000 families and individuals by helping them achieve their financial goals and protect their future against uncertainties.

I offer a wide range of LIC plans and financial solutions tailored to meet the diverse requirements of Salaried Individuals, Business Owners, Professionals, Students, Homemakers, Government Employees, and Retired Persons.

OUR MILESTONES
One of the Top LIC Agents in Thane Division on Premium Count
Honoured multiple times by LIC Dignitaries and the LIC Chairman for outstanding achievements
19+ Years of Experience in Insurance Consultancy
30+ Years of Experience in Taxation & Financial Accounting

OUR SERVICES
All LIC Related Services
Mutual Funds
Tax Planning & Tax Saving Solutions
Mediclaim & Health Insurance
Financial Planning for Child Education, Marriage & Retirement
Employer-Employee Schemes
Group Health Insurance
Group Term Insurance
Partnership Insurance
Keyman Insurance
H.U.F. Planning
M.W.P.A. Services

OUR ADDITIONAL SERVICES
Claim Settlement Assistance
Survival Benefit Dues
Maturity Claim Services
Death Claim Assistance
Loan Facilities Against Policies
Policy Surrender Assistance
Change of Mode / Nominee / Address
NEFT Registration & Other Policy Servicing Support

WHY CHOOSE US?
Personalized financial guidance with a client-focused approach
Experienced and dedicated professional support team
Trusted services in Insurance, Mutual Funds, Tax Planning & Financial Management
Honest and transparent advisory services
Commitment to helping clients secure their dreams and future goals

OFFICE & STAFF PROFILE

We have two offices located in Ulhasnagar, supported by a team of 15 experienced and professional staff members dedicated to providing quality financial and insurance services.

We also operate a Premium Collection Centre (LIC Premium Point) for the convenience of our valued clients.

May I Help You

Request For Appiontment