About Us

About Us

ABOUT US :-

Thank you for visiting our website. I am Kamlesh Mukherjee. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc.

We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 20 years, we have helped more than 1500 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suits your diverse needs. As you might be already aware of “All investments made in traditional plans of LIC comes with a sovereign guarantee by the Government of India”. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.

OUR SERVICES :-

1) All Services related to LIC & Health Insurance

2) Mutual Funds

3) Planning for Retirement & Tax free Pension

4) Mediclaim & Health Insurance

5) Financial Planning for Child’s Education and Marriage

6) Employer-Employee Scheme

7) Group Health Insurance

8) Group Term Insurance

9) Partnership Insurance

10) Key Man Insurance

11) H.U.F.

12) M.W.P.A.

OUR ADDITIONAL SERVICES :-

1) Claim Settlement

2) Survival Benefit Dues

3) Maturity Dues

4) Death Claims

5) Loan Facilities

6) Surrender of policies

7) Change of mode/Change of Nominee/Change of Address/NEFT Registration etc.

ACHIEVEMENTS & EDUCATION BACKGROUND :-

1) Adviser at National Institute of Securities Markets (NISM)

2) Wealth Manager at LIC of India Forever

3) Gold Medalist at LIC of India

4) Chairman's Club Member

5) Adviser at United India Insurance Company Ltd.

6) Adviser at MAX Bupa Health Insurance

7) Member at Million Dollar Round Table 

8) Owner / Operator of” Ebima” 

9) Pursuing MBA at Chitkara University

10) Alumni of Serampore College, Hooghly. 

STAFF PROFILE :-

Well-trained, courteous & professional staff