Hello!
A Bit About Me
I am Certified Insurance Expert & Financial Planner. I am a dedicated and experienced professional in the insurance and investment field, with over 7 years of hands-on experience. A graduate with a strong foundation in financial services, I have successfully passed the LIC (Life Insurance Corporation) Exam and NISM (National Institute of Securities Markets) Certification, which has further solidified my expertise in the industry. Throughout my career, I have consistently demonstrated my commitment to providing clients with the best financial solutions, helping them achieve their goals through tailored insurance and investment strategies. My work ethic, attention to detail, and deep understanding of market trends have earned me numerous awards and recognitions, which stand as a testament to my dedication and the trust my clients place in me.
About Business
Welcome to SGS Deshmukh-Insurance & Investment, where we specialize in helping individuals and families secure their financial future and achieve their personal and professional goals. As a dedicated Insurance Agent, Mutual Fund Distributor, Health Advisor, and Loan Distributor, we are committed to offering expert guidance, tailored solutions, and reliable products to meet all your financial and protection needs.
Why Choose Us
- Personalized Guidance: I take the time to understand each client’s unique financial situation, goals, and risk profile, ensuring that my recommendations are perfectly tailored.
- Transparent & Ethical Approach: I provide clear, transparent advice and ensure that clients understand their policies, investments, and associated risks. I am committed to offering honest, ethical service that prioritizes clients’ best interests.
- Long-Term Relationship: I believe in building long-term relationships with my clients, providing ongoing support and regularly reviewing and adjusting their plans to meet changing needs and market conditions.
- Proven Expertise: With 7 years of industry experience, multiple certifications, and a track record of awards and achievements, I have the knowledge and credibility to offer sound financial advice and excellent customer service.
Services
Offer one stop solution for all requirement about insurance and needs.
Life Insurence
Protects your family’s financial future in case of unforeseen events. Offers various plans, including term life, whole life, and endowment policies.
Health Insurence
Covers medical expenses and hospitalization costs for individuals and families. Helps you access quality healthcare while managing healthcare costs effectively.
LIC Policy
Provides coverage for your car, motorcycle, or other vehicles against accidents, theft, and damage. Offers comprehensive and third-party liability policies for vehicle protection.
Medical Insurence
Safeguards your goods in transit by sea, air, or land. Provides coverage against damages, theft, or loss of goods during transport
Personal Accident Insurance
-Offers financial support in case of injuries, disabilities, or death caused by accidents. -Ensures medical expenses, loss of income, and rehabilitation costs are covered.
Fixed Deposit (FD)
Offers secure and guaranteed returns on your savings over a fixed tenure. Ideal for conservative investors looking for low-risk, high-security investments.
Mutual Fund / SIP
Provides a systematic approach to investing in diverse market sectors. Allows you to invest in equity, debt, or hybrid funds based on your risk tolerance and goals.
Stock Market Investments
Offers strategic advice on portfolio diversification and risk management to maximize returns. Helps you build wealth by investing in the stock market with professional guidance.
Tools
Child Future EBooks
We’re thrilled to offer you our exclusive FREE eBook: “Building Dreams – Securing Your Child’s Future.” Planning & Insights on safeguarding your child’s dreams 👉 Get your FREE eBook now Click here to get it instantly on your WhatsApp, now!
Early Retirement EBooks
Imagine achieving financial freedom sooner than you thought possible! We’re excited to help you get there with our FREE eBook: “Retirement in Style – A Blueprint for Peaceful & Happy Retirement.” Click the link and receive the eBook instantly on your WhatsApp:
Family's Health with Zero Cost eBook
Worried about unexpected medical expenses? We’re here to help! Get our exclusive FREE eBook: “Health Protection: Strategies for Zero-Cost Care When Family Members Fall Ill.” Click the link and receive the eBook instantly on your WhatsApp :
Child Marriage eBook
Plan the Perfect Wedding for Your Child! 💍 Dreaming of a beautiful wedding for your child without the financial stress? We’ve got you covered! Get our exclusive FREE eBook: “Perfect Wedding Planning: Financial Strategies for Your Child’s Big Day.” .Click the link and receive the eBook instantly on your WhatsApp :
Financial Planning for Newlyweds eBook
Plan safe, happy and prosperous future after marriage. 💍 Dreaming of a financially secure future together without the financial stress? We will make it possible! “Financial Planning for Newly Married Couple: For a secure & powerful future.” Click the link and receive eBook instantly on your WhatsApp :
Testimonials
SANJAY BHATT
SHEILESHBHAI
SNEHAL SHAH
DIPAK NAYEE
ILABEN KARECHA
JAGDISH SIDDHPURA
JITENDRA DANGER
Satisfied Clients
Years of Experience
Portfolios
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Godara Financial Services
- SGS Deshmukh-Insurance & Investment N-2, C-Sector, M-2-89, CIDCO, Thakare Nagar, Chatrapati Sambhajinagar-431006
- Mon – Fri: 9:00 am – 8:00 pm, Sat – Sun: 9:00 am – 10 pm
- 9405319036
- sgs.deshmukh@gmail.com
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