Hi, I am Dipak Purohit providing expert advice to ensure that you get real value for money from your insurance & investment arrangements.& As an Insurance Advisor, my aim is to ensure that you have complete peace of mind with the right insurance cover and that the insurer has the ability and desire to pay your insurance claims quickly and efficiently & Double Graduate in commerce
(Banking / Advance Account & Auditing)
MBA in insurance & Finance
DBA ( Database Administration)

Mission
From the Desk of Dipak Purohit .....

We believe in understanding your financial need scientifically and then providing you Qualitative,
Genuine & Customized advice to achieve your financial goal

Achievements
My gratitude to all my esteemed customers and I dedicate all my achievement to Happy 2700 (1200
Families) & more Customers.
Chairman LIC of India award for Best New Business Performance.
COT-2019 (Court of the Table, USA) member, From 12 Years (18 th time)MDRT-USA qualifier as well as
Life time Member OF Million Dollar Round Table.
Member of Galaxy Club (The highest and Prestigious High Performer Club of LIC of India).
Represented Nadiad division at MDRT meet at Canada and USA.
Best achievers award by LIC Chairman for consecutive 2 year
Procured 11 crore new business premium in a year 2016-17. (Highest by any Agent in the History of
Gujrat State).
Managing Pension Fund of 57 Crores in Anand District.
Distributing Annual Pension from LIC 3 Crores.
Winner of 3 start club since 4 years.
Member of Chartered Insurance Institute (CII), London UK
Financial Planning Course done at MDI Guru gram.
Winner of Corporate & Champions Trophy since 7 years
Our expertise in financial planning
Total pension Rs 3,00,00,000
Managing pension and guaranteed fund of
Rs.57,00,00,000
More then 2700 satisfied customers.
1 POINT SOLUTION for all investment needs of NRI.
Operational certification approved by LIMRA.

Services
Our Team can offer personal insurance services ranging from Life

Insurance to Health Insurance. We also
have a team specializing in retirement planning and child education planning. We promise to provide
impartial advice with no jargon, and ensure you understand all the details of your cover. Listed are some
of our services
Retirement solution
Legacy Planning
Virtual Property Creation
Family Financial Protection Planning
Creation of Tax-free Asset with Regular Income
Education plans for your children
Wealth Creation Planning
We offer products and services of the following companies
LIC भारतीय जीवन बीमा निगम & Oriental insurance
Insurance || Equity || Derivative || Mutual Fund || Fixed Deposit || Bonds || Loan || Currency || IPO
|| FPO || NCDs and More 1
Safe Portfolio
♦ 5-6% guarantee Returns
♦ Tax Free Returns 100% Capital Protection
♦ Medium Risk Portfolio
♦ 6-8% Returns Tax Free or Taxable Returns
♦ Partly Capital Protection
♦ Risk Portfolio
♦ 8-10% Returns & above Taxable
♦ No Capital Protection
Financial Pyramid
SPECULATION
HIGH GROWTH
GROWTH WITH RISK
RISK FREE GROWTH
PROTECTION
Financial Planning Thumbrule
30% Expenses
30% EMI
10% Life Style
30% Compulsory savings
30% Savings divided into 2
15% Short term 15% Long term
Short Term Goals
Children basic immediate educational Goals
Fulfilling dream of taking a Car, house & Foreign Vacation
Long Term Goals
Retirement at Age 60
Children's marriage
Children Higher Educational goals