Trusted expert within the financial services field with a strong background in insurance advisory, mutual fund distribution, and client-focused financial planning. I bring 20 years of experience helping individuals and families in Pune and surrounding areas secure their financial future and achieve wealth-building goals. My work bridges the gap between complex insurance and investment products and practical client needs, ensuring clarity and confidence in financial decisions.

Currently, I operate Shree Yashoda Financials as a LIC Agent and Mutual Fund Distributor, guiding clients in selecting insurance policies and mutual fund investments aligned with their objectives. In both roles, I focus on understanding client goals, providing informed guidance, and maintaining long-term relationships.

Throughout my professional journey, I have worked to simplify financial planning while helping clients protect their families and grow their wealth. My approach combines knowledge of LIC insurance products, mutual fund options, and practical investment guidance tailored to each client’s situation.

Awards & Honors:

• Guinness World Record Participation – LIC of India (2025)Superfast Agent – LIC Pune
• Division (2006–07)Branch Manager’s Club Membership – LIC (2010–2011)
• Karmaveer Coronayoddha – Lokmat Media Award
• NJ Wealth Partner – Financial Products Distributors Network (2025)
• NISM-Series-V-A: Mutual Fund Distributors Certification – NISM (2025)

Significant Key Achievements:

1. Provided expert advisory on insurance and mutual fund solutions for over 20 years
2. Established Shree Yashoda Financials as a trusted advisory in Pune
3. Assisted clients in selecting LIC policies that match their protection and savings needs
4. Delivered mutual fund guidance to multiple client segments for wealth creation
5. Oversaw operations at Yashoda Construction, managing projects and contractors

Core Skills:

• Insurance Advisory
• Mutual Fund Distribution
• Financial Planning
• LIC Policy Guidance
• Client Management
• Portfolio Guidance
• Risk Assessment
• Policy Servicing

Experience

In my role as Lic Agent & Mutual Fund Distributor at Shree Yashoda Financials, I am guiding clients through insurance and mutual fund solutions, helping them secure financial protection while achieving long-term wealth-building goals. I focus on understanding client needs, providing informed guidance, and maintaining enduring relationships with families and individual investors.

• Advised clients on LIC insurance policies and mutual fund plans, ensuring financial protection.
• Operated Shree Yashoda Financials as a trusted advisory, serving Pune and surrounding communities consistently.
• Assisted clients in selecting insurance products that aligned with their personal risk coverage and savings goals.
• Provided mutual fund investment guidance tailored to client requirements, enhancing long-term wealth planning.
• Maintained detailed client records and follow-ups to ensure seamless policy servicing and premium management.
• Built strong client trust resulting in repeat referrals and consistent advisory engagements over two decades.
• Insurance Advisory, Mutual Fund Distribution, Financial Planning, Client Management, Portfolio Guidance.