About Us
Who am I?
I am Mahendrabhai Jivani, an Ex-Army professional and a certified Insurance & Investment Advisor.
The values of discipline, integrity, and commitment I learned while serving the nation now guide my mission in the financial world.
My primary goal is to empower 11,111 NRIs to safeguard their families and grow their wealth through disciplined investments in their motherland, India—contributing proudly to a stronger and self-reliant nation.
Alongside this, I am committed to helping 111,111 people across India protect their families and build long-term wealth through structured insurance planning and informed investment decisions.
Just as I once served the nation in uniform, today I serve families by securing their financial future—with trust, transparency, and long-term vision.
We are known for hassle-free services that we offer to all our clients who’ve been trusting us.
Our Mission
“Our mission is to empower Non-Resident Indians with transparent, compliant, and goal-driven insurance and investment solutions that protect their families, preserve wealth, and build a secure financial future across borders.”
“Our 2nd mission is to help the people of Junagadh to secure their family’s future by providing honest, simple, and affordable insurance and investment solutions.”
1
Years In Business
21
Happy Customers
1
Professional Awards
Why Choose Us?
- Ex-Indian Army Leadership
- Certified Insurance & Investment Advisor
- People First, Commission Later
- Simple Explanations, No Jargon
- Long-Term Relationship, Not One-Time Sale
- Transparent & Honest Advice
- Nation-Building Through Financial Discipline
Our Values
- Ethical Advisory Practices
- Discipline in Every Decision
- Protection First Philosophy
- Long-Term Commitment
- Customized Solutions
- Nation-Building Mindset
- Long-Term Commitment