Are You A Pro? Join For Free

Venkatesh Iyer

Investment Advisor Individual
Investment Advisor

Contact Information:

Mumbai, Maharashtra 400001

Years in Business:



Clients I'm Seeking:


All type of clients are important

About My Business:


I am working as an Insurance Advisor for Life Insurance Corporation of India (LIC) and also dealing in Health Insurance (Star Insurance-Company Headquarters in Chennai). Also accepting fixed deposits & mutual funds. LIC is offering few interesting products like: Jeevan Anand Policy (where you get life-time coverage i.e. insurance coverage even after your policy gets matured) Jeevan Saral Policy (ideal plan with a golden award which gives the option to do part withdrawals after 10 years–utilizing in case of any contingency or as pension amount) Pension Policies (to take care of retirement) Jeevan Saathi Policy (Ideal Plan for Couples under one cover) Policies for Children (like Children Education/Children Future Policy to take care of their education/Future) Term Insurance Policy (when you have a housing loan, it is ideal to go for term insurance where you pay a very nominal premium) Policies like Jeevan Mitra (which provides double cover or triple cover & Ideal for people who are traveling frequently) Market Related Policies (like Pension Plus, Endowment Plus where returns are based on the prevailing NAV) and many more. By taking insurance, you can protect yourself and your family and at the same can save money, save tax and plan for your future. Today cost of living has gone very high. Hospitalization has become very expensive. By having health insurance, the liability to pay medical bills comes down. There is no hassle of paying hospitalization bills. At the same time, you can save money and save tax.

Years in business:
Member since:
Clients I'm looking for: