About Us

 

Lokesh Morwani

 I am Lokesh Rajesh Morwani providing highest quality expert advice to ensure that you get real value for money from your Insurance n investment arrangement. As insurance Advisor it is our aim to ensure that you have complete peace of mind with The right insurance cover and that the insurer has ability n desire to pay your insurance claims quickly and efficiently.

Mission

 Having built excellent trusting relationship with my clients and providing range of services, we consider it our mission to share our considerable insurance n investment knowledge with you.

Achievements

  •  Prestigious MDRT USA Award Winner since 2022
  •  Awarded with Champions Trophy
  •  Awarded with Achievement Trophy n Medal on Republic Day n Independence Day
  • Awarded with Azadi Utsav trophy

Service

 Our team can offer personal insurance services ranging from life insurance to health insurance. We also have team backend specializing in retirement planning child education

Financial planning Thumb Rule

  • Short term goals
  • Children basic needs education goals
  • Dreams fulfilling house car n foreign
  •  Vacation
  •  Lifestyle expenses

 Long term goals

  • Retirement at age 50 To 60
  • Children Marriage
  • Foreign Countries Vacation
  •  Fitness Goal

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