Niileshkumar Modi
MDRT(USA)
B.Sc. CFPS(Chitkara University); Certificate courses done from IIOE, Mumbai; Financial training taken from many Experienced Trainers
Our Mission: 2027
"To become the most Trustworthy Financial Advisor for 4000 families by providing customized Financial Solutions for a Financially Free life."
Our Mission: 2027
"To become a Role modal for clients, Spreading Happiness & Wealth by conducting workshops and coaching on achieving real Happy life and Financial freedom."
Our Core Value
Integrity
Life long learning
True Advice, Always!
Service Delight
Spreading Financial Literacy
"Save Money for future Events"
Achievement/Awards
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Prestigious "MDRT AWARD Winner" (Qualified in Insurance by U.S.A.)
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100+ achievements/awards in the last 20 years in various categories
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Top Achiever in Mutual fund service in 2018 (NJ India Invest)
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No 1 in the 2019 year in Surat Branch | No.1 till Feb 2020 in Surat Branch
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Shatakveer (100 protections) agent of the branch for many years
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Double Shatakveer (200 protections) for year 2019-20
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Awarded with prestigious "Corporate Trophy", "Champion Trophy" and more
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Highest Activities done in Team URJA; Sales Gurukul, Surat
