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DESCRIPTION
Namaste! I'm Vivek Satam, your dedicated partner for financial solutions. As your Mutual Fund Distributor, Life & Health Insurance Advisor, Children's Education Planner, and Retirement Planner, I guide you in investing wisely, securing your family's future, planning for your children's education, and ensuring a comfortable retirement. Together, we craft personalized strategies aligned with your unique goals. I provide tailored investment options, prioritizing your family's financial security. Trust me as your Children's Education Planner and Retirement Planner to navigate these milestones with expert guidance. Let's embark on a financial journey, building a secure and prosperous future for you and your loved ones.
GALLERY
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AMENITIES & SERVICE OPTIONS
Amenities and service options for this business are being updated. Contact them directly for details.
HIGHLIGHTS & FEATURES
Business Highlights
4.9 Rated30 verified reviews
Term Life Insurance ProvidersVerified category
Bandra EastMumbai
BUSINESS HOURS
MondayClosed
TuesdayClosed
WednesdayClosed
ThursdayClosed
FridayClosed
SaturdayClosed
SundayClosed
LOCATION & MAP
Vulcan Insurance Building, Baumgarten & Walia, 2E, Veer Nariman Rd, Churchgate, Mumbai, Maharashtra 400020
REVIEWS (30)
Write a Review4.9
★★★★★
30 reviews
K
Kedar Diwadkar
Marine Lines · 2 years ago
Although, Vivek and self has been friends for years I am...
Although, Vivek and self has been friends for years I am simply amazed with the skills developed by him on the personal Financial Management in recent past. He has sound base of educational credentials to include the MBA degree and the various courses done in parlance of Financial Management. He has a unique approach for devicing the portfolio of his clients based on in detail understanding of their time based goals, risk and reward profile while curating the financial instruments for them. Why has Vivek excelled in expanding his business is not only his thorough research based recommendations while designing of portfolios for his clients but also providing them after service in terms of switching between modes of investment to beat volatility within market and furnishing Insurance claims as well. It's rare to find a. Wealth Advisor like him who keeps the interest of his clients as sole point of view.
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akshay ghag
Marine Lines · 2 years ago
A great personality with in-depth knowledge of the domain....
A great personality with in-depth knowledge of the domain. Vivek provides a comprehensive package of products which are suitable for all your needs. Keep up the good work.