Pravin Kumar Gupta

Welcome you to My Website!

With an experience of more than 25 years, and  giving valuable service to his client’s through Vinayak  Wealth Management providing highest quality expert advice to ensure that client get real value for money from there insurance and investment arrangements.

I have been working as a customer focused Life Insurance as well as Non – life Insurance adviser since 1999.  I also passed AMFI exam in 2008 for acquiring expertise in Mutual fund schemes. Our clients include Businessman, Corporates, Young Professionals, Self-Employed & Entrepreneurs. 

I believe in keeping myself continuously updated by a strong regimen of self-study   & engagement in industry level trainings & seminars. Through this I am able to ensure a relevant & current advisory for my clients at all times.  I also mentor my team on a regular basis to maintain their excellence levels.  Perhaps that is also one of the reasons that we currently providing services to huge client base with ease.

FINANCIAL PORTFOLIO MANAGEMENT:-

• Key Man
• Partnership
• Business Insurance
• Manpower Retention
• Retirement Planning
• Mediclaim
• Mutual Funds
• All other General insurances like Personal accident policy, Fire & Burglary, Workmen’s Compensation, Car Insurance .

MISSION:

Our number One priority and commitment is to offer at all times Best Services to our Customers. 

OUR VALUES:

Responsiveness, Integrity & Efficiency.

Achievements :

# Graduated in   “Award In Financial Planning ” by The Charter of Insurance Institute (UK).

# Sold  Single Insurance Policy of Sum assured of  Rs. 10 Crores.

# Sold  Single premium of Rs. 1 Crore.

# 8 Times Achiever of MDRT (USA)– Million Dollar Round Table Award – Highest International Recognition.

# Life member of ALICA – (Association of Life Insurance Agent).

# Member of LIC – Chairmans  Manager’s  club for the Agent.

# Member of Star Health  Insurance  - Zonal Manager’s club for the Agent.

# Top  &  Leading Agent in LIC of India  Branch 908 – Division IV

We as a Team :

Our long term goal is “To realise our potential and use it fully for the self, industry and the society.”

We are having a Personalized Customer Advisory Service, and a technically well-equipped office.  Our Organization is made up of young, expert and dynamic team of professionals each specializing in their respective domains. We have assisted our clients with their various financial requirements. 

Please do go through the website & utilize the services provided.  Hope you like it & looking forward to your continuous feedback on the same.