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Niileshkumar Modi

MDRT(USA)

B.Sc. CFPS(Chitkara University); Certificate courses done from IIOE, Mumbai; Financial training taken from many Experienced Trainers

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Our Vision: 2027

"To become the most Trustworthy Financial Advisor 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

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Integrity

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Life long learning

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True Advice, Always!

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Service Delight

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Spreading Financial Literacy

"Save Money for future Events"

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Achievement/Awards

  • Prestigious "MDRT AWARD Winner" (qualified in Insurance by U.S.A.)

  • 100+ achievements/awards in the last 16 years in various categories

  • Top Achiever in Mutual fund service in 2018 (NJ India Invest)

  • No 1 in the 2019 year in LIC Branch | No.1 till Feb 2020 in LIC Branch

  • Shatakveer (100 policies)agent of the LIC branch for many years

  • Double Shatakveer(200 policies) for year 2019-20

  • Awarded with prestigious "Corporate Trophy", "Champion Trophy"

  • Highest Activities done in Team URJA, Surat GAME CHANGER

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