Yogesh V Kalhapure

I started my career from 1998, providing the financial services of LIC as a Part Time & today we almost cover all Financial Services.

2001 working as a fulltime Professional & also open new office in kalyan  

2001 open an office in Pune  

2001 According to customer need we come in to services of General Insurance as a New India Assurance.  

2003 Started with Mutul Fund Services with N J Fundz  

2007 again launch New Office in Kalyan  

2008 Started with Kotak Securities for equity Services, Dmat & Trading  

2011 Launch another New 500 Sq. Office in Kalyan.

Including with all financial services & investment

• To support this services we have 5 staff.
• Now 2 offices - one in Kalyan and one in Pune
• At present we are providing services more than 1000 satisfied customers.  

• MBA Insurance and Financial Planning  

Now we providing following Financial services:

* Financial Planning & Advice ( Goal Setting )
* LIC - Life Insurance Corporation of India
* Mutual Fund
* Mediclaim
* Housing Loan
* General Insurance
* Equity and Gold
* Infrastructure Bond  

VISION  

* Reach to satisfied 1,00,000 customer
* Insurance & Investment Services Mall in kalyan
* 500 student education by Ayushi Associates
* Well creator = Ayushi Associates

ETHICS  

* Door Step Services
* We take care of customer that they never will see the office of another companies
* Satisfaction of our customer is our wealth
* quality is our target
* service is our currency
* satisfaction is our success
* Professional advice according to clients need