
for the better
family life.




Insurance for a Fulfilling Family Life

Minimize Risk:
Your Global Advisor
Tailored Plans for Your Peace of Mind




Expertise
Decades of experience, tailored insurance for your family.
Trustworthiness
Transparent advice and satisfied clients - your trust is our priority.
Comprehensive Services
One-stop insurance solutions for your family's complete protection.



+10
Years
of experience
About company
Providing the best solutions to customers
With our diverse expertise, we cater to a wide range of clients, ensuring tailored solutions to meet your specific needs. Transparency is paramount to us; we discuss all investment options openly and guide you towards the right choice for your portfolio. Additionally, we provide regular performance reports to keep you informed about your portfolio's progress.
- Deliver value to our client
- Honest relations through communication
- Personal Approach with all customers
- High standards of service
+18
Wonderful awards
Testimonials

A. Sathiyaseelan
Businessmen
Mr. Samir is a great person with great character. He is very trustworthy and provides excellent service for Insurance & Mutual Fund Investments. I would recommend Samir to any of my friends or family.

Nishant Somani
Digital Marketer
A great professional and thorough seeker. Mr. Samir is someone with in-depth knowledge of the Financial Investment field. Very Capable of understanding your problem and delivering an optimum solution.

Payal Thakkar
Salaried
Samir ji, Thank you . I have to say that your knowledge is commendable and your tips valuable. These are the two reasons why I feel happy to take your guidance on all investment matters.

Purvi & Mehul
Businessmen
Excellent Service! In an impersonal world, Samir stands out with exceptional customer service... We have always received prompt and welcomed guidance. Highly recommended!

Yoggen Thakkar
Businessmen
I've relied on Samir Mehta for my insurance and investment needs, and I’m extremely satisfied with his services. His advice is always straightforward, and he prioritizes what's best for me.

Vaishali & Rajesh Dedhia
Businessmen
I am extremely grateful for my Niva Bupa health insurance policy, recommended by Samir Mehta. When my wife needed hospitalization, the entire process was seamless and cashless, allowing us to focus on her recovery.
Value added Services
30 Minutes Q&A - Ask anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Planning
Financial Education



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+380
Bringing peace of mind to more than 380 families through our exclusive investment formula and dedicated insurance services.