22+ Years Experience / 450+ Families served
Secure Your Future With Expert Financial Planning
22+ Years Experience / 450+ Families served
About Us
With over 22+ years of experience in the insurance industry, we are committed to providing financial protection and security to individuals and families across India. Our mission is to safeguard lives against unforeseen events while spreading awareness about the importance of insurance in building a secure future.
We specialize in delivering trusted financial solutions that help our client protect their assets and create long-term wealth for their families. Our approach focuses on understanding individual needs and offering personalized strategies that ensure financial stability, especially during times of uncertainty such as health-related challenges.
As a dedicated service provider, we aim to empower our clients to acheive their financial goals, live with confidence, and build a strong financial foundation. We also strive to promote a culture of saving and financial awareness, contributing to growth and strength of our nation.
450+ Families Trust Us
Helping clients secure financial freedom for over 22 years
OUR SERVICES
We offer complete financial solutions to protect your future and grow your wealth.
Life insurance:
- Individual Life Insurance
- Pure Term Insurance
- Retirement Planning
- Child Education & Marriage Planning
- Loan Liability Protection
- Estate Creation
General Insurance:
- Family Health Insurance
- Motor Insurance
- Personal Accident Policy
Mutual Fund & Investments
- SIP (Systematic Investment Plan)
- MIP (Monthly Income Plan)
- ELSS (Tax Saving Funds)
- Fixed Deposits (FD)
Financial Planning
Smart planning for long-term financial growth.
list of AMCs
What Are Customer Saying
Ms. Mamta Salvi
Adv. Vinayak Sawant
Ms. Mamta Salvi
Thanks to Ratish sir , I've seen significant growth in my portfolio, and I appreciate his transparency, professionalism, and dedication to his clients. My experience is awesome and satisfied with the service as he always helps me navigate the complex world of mutual funds, providing expert guidance on which funds to invest in and when to make adjustments, takes the time to understand my financial goals and risk tolerance, offering personalized recommendations that align with my needs.He is always available to answer my questions and provide updates on market trends, making me feel informed and confident in my investment decisions.If you're looking for a trusted investment agent who truly cares about your financial well-being, look no further than ''Invest Point!
Mr. Vinay Pawar
Adv. Vinayak Sawant
Ms. Mamta Salvi
One stop solution for all your financial needs, be it mediclaim, term insurance or investments. Ratish is very knowledgeable person in this field, he is expert in explaining difference between each investment and goal behind the same. Most importantly he is approachable any time, he will meet you according to your time and give you multiple possible solutions for all your current financial needs and future goals for your family like kids highter education, income after retirement etc. He has very competent backend team which will work with you closely for accounting opening to providing access to their application which will give your entire portfolio access at just a single click. They can map your existing investment too in their portfolio so that you don't have to track it at multiple places. Highly recommend his services. Finally I can just say many thanks Ratish and team, we have a long way to go!!!
Adv. Vinayak Sawant
Adv. Vinayak Sawant
Adv. Vinayak Sawant
“Highly professional and trustworthy advisor.”
I have been associated for many years and the guidance on insurance and investments has always been excellent. They truly understand client needs and suggest the best solutions.
