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Why me

14 Years
of Experience
in providing peace of mind // 

  • Rahul Kalbhor is an MDRT Financial Advisor for Insurance and Investments.

  • Has overall 14+ years of work experience spanning Financial Advisory, Risk Management, and Wealth Advisory, Portfolio Management.

  • Has served more than 750+ happy and satisfied clients.

  • Specialize in Retail & Business Insurance and HNIs investments and Claim Settlements. 

  • His expertise helps her clients make financial decisions at right time, in the right product, and in the right manner.

  • My key to success is dedication, determination, strong domain knowledge, and effective networking skills.

  • Rahul and his team promptly resolve customer queries, and complaints and constantly educate their clients' pre and post-sales.

  • Develops customized investment strategy based on clients’ preferences, risk profile, current economic climate, and investment options to best serve clients' needs.

  • Has excellent pro-active communication and interpersonal skills.

  • Maintain regular client relations through in-person meetings and electronic communications.

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