Vivek G Bhat

Personalized Financial Solutions

Every individual's needs, responsibilities, and goals are unique and evolve over time. That's why I take a personalized approach, interacting with each prospect to understand their specific requirements. Based on this, I reverse calculate their fund requirements, factoring in inflation, and create a tailored action plan for each goal.

My Expertise
With experience spanning over two decades, I've successfully acquired and serviced:

✅62 life insurance clients
✅29 health insurance clients
✅74 mutual fund clients

My Focus
✅ Educating clients on the importance of financial planning, encompassing both insurance and investment
✅ Showcasing the effectiveness of a goal-based approach
✅ Helping clients smartly manage their income towards expenses and investments

My Philosophy
✅Insurance: "Buy when you don't need it, because you can't buy when you need it."
✅Investment: "Set separate goals, start investing, and achieve your targets."