Why me
14 Years
of Experience
in providing peace of mind //
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Rahul Kalbhor is an MDRT Financial Advisor for Insurance and Investments.
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Has overall 14+ years of work experience spanning Financial Advisory, Risk Management, and Wealth Advisory, Portfolio Management.
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Has served more than 750+ happy and satisfied clients.
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Specialize in Retail & Business Insurance and HNIs investments and Claim Settlements.
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His expertise helps her clients make financial decisions at right time, in the right product, and in the right manner.
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My key to success is dedication, determination, strong domain knowledge, and effective networking skills.
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Rahul and his team promptly resolve customer queries, and complaints and constantly educate their clients' pre and post-sales.
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Develops customized investment strategy based on clients’ preferences, risk profile, current economic climate, and investment options to best serve clients' needs.
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Has excellent pro-active communication and interpersonal skills.
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Maintain regular client relations through in-person meetings and electronic communications.
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