About Us

Multiple Years of Experience in Financial Services

We are an independent insurance and investment firm. Our director Munish Mehan has completed B-Tech in Electrical Engineering from PTU in 2004. After working with top engineering firms like Siemens & ABB he started working in the financial industry. He developed an interest in financial industry during his childhood while he used to visit his local stock exchange with his father in his teens.

Munish Mehan is an active member of society and hold Charter Life Underwriter designation.  He is a qualified member of one of the premier associations of financial professionals known as the Million Dollar Round Table (MDRT) & also a member of Advocis. He has a passion to help his clients and that’ has helped him greatly to achieve this milestone of million-dollar round table membership in a short period of time.

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    Years of experience
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    Happy Customers
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The best thing money can buy is financial freedom. Contact Us