Secure Your Future with Smart Insurance & Investment Planning
We help individuals and businesses protect what matters most and grow wealth with confidence through expert insurance and investment advisory services.
Trusted Financial Guidance Personalised Solutions Long-Term Wealth Planning
Our Services
We provide reliable Insurance and Investment advisory services to NRIs and the people of Junagadh, with integrity, discipline, and personalized care.
Term Insurance Plans – Protection First
Savings & Investment Linked Plans
Savings with Guaranteed Returns
Protection & Traditional Life Plans
Retirement & Pension Plans
Kotak Signature Term Plan
Kotak T.U.L.I.P – Unit-linked life plan for wealth creation + protection
Kotak Confident Retirement Builder – Build retirement corpus with flexible premiums
About Me
I am Mahendrabhai Jivani, an ex-serviceman of the Indian Army (Corps of Signals), where I served with dedication for 16 years. Born on 1st July 1968 at Village – Vankiya, Tahsil – Dhrol, Distt – Jamnagar(Gujarat), my professional values are rooted in discipline, integrity, and responsibility.
After completing my Army service, I worked with Reliance Infocom Ltd and Vodafone Idea Limited, gaining valuable corporate experience. Over the years, I have spent 23 years in successful post-retirement professional service, assisting hundreds of clients and building long-term relationships based on trust and ethical practices.
With a strong blend of military discipline and corporate exposure, I remain committed to delivering reliable, client-focused, and value-driven services.
We would love to hear from You.
“Your thoughts, questions, and needs matter to us—let’s connect.”
“We’re always ready to listen and guide you with care and clarity.”
“Every conversation begins with listening and ends with solutions.”
“We’re here to listen, understand, and serve you better.”
“Let’s connect and move forward together.”
“Your message is important to us.”
See Our commitments!
“We are committed to protecting your family’s future through transparent insurance solutions and disciplined investment guidance—delivered with integrity, accountability, and long-term responsibility.”
“For NRIs and families in India, we commit to clear communication, compliant advice, and dependable support—no matter where you are in the world.”
“Rooted in Junagadh, we remain committed to serving our community with honesty, personal attention, and solutions that truly fit your life goals.”
“Our commitments are shaped by Army discipline: ethical advice, timely service, accurate documentation, and support throughout the policy and investment lifecycle.”
“Protecting today. Planning tomorrow. Standing with you always.”
