Piyush here, I am a family man who learned about financial services (Life Insurance, Mediclaim & Mutual Funds) because I have to. Like so many other people who have faced hardships in their jobs, I was forced to adapt and quickly to support myself and my family. In 2019, before Pandemic I started my firm D. It is basically into Financial Planning, Tax Planning, and Life Insurance & Mutual Funds. T
he main aim behind starting this business was to help people understand the value of their Investments. During my teenage days, I incline investments especially Life Insurance & Mutual Funds. I remember once my father handed over his Life Insurance policies, they were a bunch of it, it was just kept in a file, though the premium was regularly paid but no record till when to pay, what the sum was assured, whether the nominee is updated, etc. Then I decided why not to help people with regards to sorting out their Life Insurance Policies. Till now my firm D.J.Consultants has helped several of my clients in updating, renewing, sorting, and claiming their matured & lapsed policies. Clientele:
Our clients include HNI, Businessmen, Salary Class, Working Women, Homemakers, Mompreneurs & Students. Our Motto is to Educate the Client to Enhance the Value of their Investments. Whenever any clients approach us, we always ask two basic questions:
Why they want to Invest, &
What is the main purpose behind their Investments? We always stress Planning before Execution, be it Life Insurance, Mutual Funds, Health Insurance, or Filing of Income Taxes. Because we believe that investment created without any Goal or Purpose will not result in value enhancement and most of the time people will discontinue it and which ultimately leads to a loss in their investments. For us, Happy & Satisfied Customer matters the most.