Hello!
A Bit About Me
I am Kishor Lodaya I am a dedicated financial advisor with 8 years of experience helping individuals and businesses navigate the complexities of financial planning. My passion lies in crafting tailored strategies to optimize wealth, mitigate risks, and achieve financial goals.
About Business
Committed to providing personalized advice, I strive to build lasting relationships based on trust and transparency. Whether you’re planning for retirement, managing investments, or seeking comprehensive financial guidance, I am here to guide you toward a secure and prosperous financial future.
Why choose us?
- We offer a wide range of customizable insurance plans that cater to your unique needs. Whether you’re looking for car,health life, or fire insurance, we have the right solutions to protect what matters most to you.
- We takes the time to understand your specific situation and provide expert advice. We guide you through the process, ensuring you make informed decisions and find the best coverage at competitive prices.
- We understand the importance of cost-effective solutions. Our insurance plans are designed to offer the best value, with flexible payment options and discounts to help you get the coverage you need without breaking the bank.
- In the event of a claim, we pride ourselves on a quick, hassle-free process. Our customer support team is always ready to assist, ensuring a smooth experience so you can get back on track as soon as possible. Your satisfaction is our priority. We are dedicated to providing exceptional service with a focus on your long-term needs, not just a one-time sale. We build lasting relationships with our clients and are always here to support you at every step.
Services
Offer one stop solution for all requirement about insurance and needs.
POLICY REVIVAL AND POLICY LOAN
CHANGE IN ADDRESS AND NOMINATION
DEATH AND MATURITY CLAIM
POLICY BRANCH TRANSFER
CHANGE IN PREMIUM MODE AND OTHERS
HEALTH AND GENERAL INSURANCE
MOTOR, FIRE, TRAVELLING
MUTUAL FUND AND SIP
Tools
Child Education And Future eBook
We’re thrilled to offer you our exclusive FREE eBook: “Building Dreams – Securing Your Child’s Future.” Planning & Insights on safeguarding your child’s dreams 👉 Get your FREE eBook now Click here to get it instantly on your WhatsApp, now!
Early Retirement eBook
Imagine achieving financial freedom sooner than you thought possible! We’re excited to help you get there with our FREE eBook: “Retirement in Style – A Blueprint for Peaceful & Happy Retirement.” Click the link and receive the eBook instantly on your WhatsApp:
Family's Health with Zero Cost eBook
Worried about unexpected medical expenses? We’re here to help! Get our exclusive FREE eBook: “Health Protection: Strategies for Zero-Cost Care When Family Members Fall Ill.” Click the link and receive the eBook instantly on your WhatsApp :
Child Marriage eBook
Plan the Perfect Wedding for Your Child! 💍 Dreaming of a beautiful wedding for your child without the financial stress? We’ve got you covered! Get our exclusive FREE eBook: “Perfect Wedding Planning: Financial Strategies for Your Child’s Big Day.” .Click the link and receive the eBook instantly on your WhatsApp :
Financial Planning for Newlyweds eBook
Plan safe, happy and prosperous future after marriage. 💍 Dreaming of a financially secure future together without the financial stress? We will make it possible! “Financial Planning for Newly Married Couple: For a secure & powerful future.” Click the link and receive eBook instantly on your WhatsApp :
Testimonials
SANJAY BHATT
SHEILESHBHAI
SNEHAL SHAH
DIPAK NAYEE
ILABEN KARECHA
JAGDISH SIDDHPURA
JITENDRA DANGER
Satisfied Clients
Years of Experience
Portfolios
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SMC FINANCIAL SERVICES
- B/701, Prathmesh Paradise, Off Link Road, Keni wadi, Nr. Donbosco School, Borivli West Mumbai 400 091
- 9967864542/7021048610
- smcplus@gmail.com / kishor603@rediffmail.com
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