We Identify Financial Goals, Classify Short and Long Term, Create Plans to Achieve Them!
Contact us now to achieve your Financial Freedom!
We Identify Financial Goals, Classify Short and Long Term, Create Plans to Achieve Them!
Contact us now to achieve your Financial Freedom!
Since 2001
Helping others achieve financial freedom
MDRT Member
Proud Member since 7 years from LIC of India
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Write any 5 people names in your diary who will Financially help your family for the next 10 years after you. If you don't get even one name..Please contact me for your Family Financial Planning
Providing Excellent service to our customers is our highest priority
We help families protect, invest and grow their standard of living by achieving their financial goals.
How are we different –
- Identifying the needs.
- Gauging the gap between present financial situation and future financial goals.
- Proposing a plan based on risk matrix.
Our Offerings
Need Based Financial Advice
- We help our clients identify their future financial goals.
- We help them understand how to plan for short term and long term goals.
- We help our clients to build a product mix in accordance to their needs
- Balance their portfolio by asset allocation between equity and LIC.
- Protect financial goals from leakage by adequately covering them with Mediclaim.
Catering to all Clients for all services for LIC of India policies, Mutual Funds and Mediclaim.
Dedicated field force catering to various service client issues like:
- Reviving lapsed policies.
- Applying disbursement of loans against policies.
- Settling of flow-less death claims.
- Timely payment of pensions as well as maturity.
- Submitting survival certificate for smooth flow of pensions.
Reviews From Our Happy Clients
Creating risk-free secure life for you and your family
There are lot of friends who sells insurance policies and have taken many polices thru friend circle since last 20 years. So, I thought am done with the insurance policies. However, Vishesh came up a very good idea where he sold me 16 policies around 5 years back, which will mature one by one after retirement age of 60 and I will pay the policy premium with maturity amount till the age of 75 and save part maturity amount as well.
He is very dedicated and loves selling, have seen him selling at malls and once I saw him early in the morning going to Worli Sea face while all were in track suit and he was selling insurance with a tie. Have seen him grow from scratch and this dedication have brought him many rewards from LIC.
He connects regularly with Insurance new products from LIC and supports in servicing with my existing policies.
I wish him all the very best in all his future endeavors.
I have known Mr. Vishesh Chaturvedi since 2003 when I took out an insurance policy using his professional services. Over the years we have been fortunate to have his expert guidance to invest in more insurance policies for the safety of our family. I have always found Mr. Chaturvedi to be knowledgeable about insurance matters, very hard working, dedicated to his work and above all always guarding the interest of his clients. I wholeheartedly recommend him to anyone interested in taking out a personal or family policy.
Always have had a delightful interaction with Vishesh. Every meeting has been an open and honest one with pros and cons explained well. That helped to take informed decisions and the right policy purchases. Vishesh is now more a friend than an insurance advisor. Thank you.
First of all, Vishesh will give the LIC policies as per your needs only. Excellent service provider. He clears/ provides solutions to all the queries related to LIC policies and maturity disbursement - whether those policies we have taken from him or not.
Hi Vishesh, I formally acknowledge and appreciate the services you have provided to me as part of our relationship. Apart from an understanding of your subject area of long term financial planning and insurance there are two qualities that I want to specifically highlight. A lot of people have subject matter knowledge but these qualities set you apart from others.
Number one is your relationship-oriented approach, for you always relationship is first and profits and gains are next. This greatly helps build trust and this is a major reason I simply go by your advice without doing any detailed analysis. You never miss any special occasion for me and my family.
The second quality is around your ability to consistently following up until the transaction is closed. A lot of people think about financial planning but do not do it purely because of laziness and lack of interest. Your approach of follow up persistently helps you in winning business.
I thank you again for your support.
I would take time to Thank Vishesh for his excellent service.
Apart from coming across as a thorough professional something that sets him apart is his belief to guide and advise rather than to sell.
I would take time to Thank Vishesh for his excellent service.
My experience with LIC was through VISHESH who could explain to me all the aspects and importance of planning at each stages of life and how an advance planning will help to mitigate various financial challenges. He has the knack of understanding his customer and genuinely try to address the queries. His approach is not selling and more of financial partner based on our choices. I deeply appreciate his efforts and support in terms of regular reminders and various information on LIC vs other mutual funds through whatsapp.
Meticulous working and a true professional , I wish Vishesh the best in all his new ventures and congrats for being recognized in the top circle for his effots.
Great person to get associated with on the Financial Advisory front.
I had an excellent experience working with Vishesh Chaturvedi and his team at Life Investment Solutions for
my LIC policy. Vishesh is highly professional, knowledgeable, and efficient, and he ensured the entire
process was smooth, transparent, and well-managed. What stood out was his willingness to go beyond the
transaction and provide thoughtful guidance on financial planning. I truly appreciated his approach and
would confidently recommend his services to anyone seeking reliable insurance and financial advisory
support.
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Let's Hear it from them..
Jaya Obhan
Founder – Power Up! Business
The proposed budget typically includes a breakdown of the government’s spending across various sectors, such as defense, infrastructure, agriculture, and education. It also outlines the sources of revenue, including taxes, fees, and other levies. The government may propose changes to existing tax laws or introduce new taxes to increase revenue.
The budget is typically presented in February by the Finance Minister, and after parliamentary approval, it becomes effective from April 1 of the following year.
Check out the full video here..
Some Memories..
How To Find Us
2005,Upper Ground floor, Rustomjee Eaze Zone, Sunder Nagar, Malad West, Mumbai
+91 9820810175
visheshchaturvedi@lisolutions.in