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Health, Wealth, Loans & Mutual Funds – anytime, every time!
Launched on 9th May 2003 by Mr. Kishor Chavda as a LIC Agency today, the Group's activities include Wealth Management, Mutual Funds, Home Loans, Personal Loans, Superannuation, Group Schemes & other investments while it operates in all metros & major cities across India.
It pursued a strategy of providing the best of services. Its services are result of an amazing amount of attention to detail and seamless teamwork and naturally flawless execution. Combining it with expertise in financial planning, it enjoys leadership in wealth management services, becoming the first choice for individuals, professionals, NRI, HNI clients, the base expanded to serving over 5,000 families.
Free Group Insurance, Authorized Premium Collection Centre, Financial Portfolio Management & Online Services, Door Step Servicing - LIC, Mutual Funds & Home Loans, Free services to orphan policyholders.
Support your higher levels of financial goals and dreams.
Design a well-planned course of action to help you achieve your goals.
Create financial dreams to help you leave the legacy that is important to you
|Member of the Zonal Members Club (ZMC)|
|Qualified membership for past five consecutive years in the internationally renowned organization MDRT (Million Dollar Round Table)|
|An Associate Financial Planner specializing in Risk Analysis, Retirement Planning and Taxation certified by the Financial Planning Standards Board of India.|
|Approved Life Insurance Trainer under Gujarat Knowledge Society (GKS), a Government of Gujarat Undertaking.|
|Franchisee of Datacomp Training Academy, division of Datacomp Web Technologies (I) Pvt. Ltd., Mumbai, a pioneer in Financial and Insurance software solutions, for coaching and grooming of Insurance Advisor in domain and requisite skills.|
|Undertaken and successfully represented customer grievances and redressed cell in the external court of Insurance Ombudsman.|
|My renowned articles on topics of Financial Planning and Retirement Planning, were published in, “Pran Vayu”, a prestigious magazine for Doctors.|
|Active committee member of Madhav Sarasvati Shishu Mandir affiliated to “Vidya Bharti” a national educational organization with the aim to build up responsible citizen of harmonious, prosperous and culturally rich nation. A member of Junior Chamber International India (JCI) whose mission “To provide development opportunities that empower young people to create positive change”|
|At present this corporate office which spreads in 2000 sq. feet fully furnished along with a presentation hall housing 30 seats and separate cubicles for each staff. It is located in prime commercial centre of Tad Wadi, Rander Road which is well managed and dully organized by experienced staff. The additional service of getting in house LIC approved Premium Collection Centre is also available for the benefit of our valuable customer.|
|To become the first choice wealth advisors for medium-high net worth individuals Mission – Adding more to life of all individuals by providing personal touch, security & customized solutions to make their dreams comes true.|
|Adding more to life of all individuals by providing personal touch, security & customized solutions to make their dreams comes true.|
- Personal touch - Committed to make BPFIS one of the world's most trusted, respected, admired brand.
- Commit to the Virtuous Circle - continuous learning, experience, expertise, business and people are mutually reinforcing drivers of success.
- Live our values – transparency, quality, integrity, everywhere and always.
- Building Values - for our customers, associates and employees.
- Consistent innovation - products, technology and business processes; purposeful change and constant upgrading.
- Build Best Talent - attract, develop, motivate and retain the best diverse talent; insist on seamless teamwork.
- Result driven – flawless execution & commit to action and results.