Get Our Expert Financial InsuranceRetirement Educationplanning for you.

Welcome to Jaiveer Kumar’s Financial and Insurance Consultancy. With 10 years of experience in guiding individuals and families, I provide personalized solutions to secure your financial future. From life and health insurance to retirement and investment planning, I am here to help you every step of the way.

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Happy Clients.

Personalised Financial Solution

Securing Your Future, One Smart Decision at a Time.

Planning is bringing the future into the present so you can do something about it now.

Life Insurance

Ensure the future of your loved ones with reliable life insurance policies that offer peace of mind and protection.

Health Insurance

Stay covered during unexpected medical expenses with comprehensive health insurance plans that safeguard your health.

Retirement Planning

Plan ahead for a financially independent and peaceful retirement with smart strategies that grow your wealth over time.

Child Education

Invest in your child’s future education and marriage with structured financial plans that secure their dreams.

Financial Planning

From budgeting to investment strategies, let’s create a plan that ensures long-term financial stability and success.

Investment

Grow your wealth with strategic investments in SIPs, the stock market, and unlisted shares. Let’s make your money work for you.

About us

10+ Years of Experience in Financial Planning.

With over 10 years of experience in the finance industry, I specialize in helping individuals and families achieve financial stability and growth. As an MDRT (Million Dollar Round Table) holder, I’m recognized globally for excellence in financial services, ensuring that my clients receive top-notch advice and guidance. I bring a wealth of knowledge in financial planning, investment management, and risk management, always aiming to provide clear and practical solutions. Whether it’s securing your family’s future, planning for retirement, or building wealth, I am here to support your financial journey with expertise and dedication.

Financial Services

Smart Investments Today, A Wealthier Tomorrow

Your future is created by what you do today, not tomorrow.

Financial Planning

Financial planning helps you manage your income, savings, and expenses for a secure future. I will create a personalized plan to achieve your life goals, ensuring stability and growth for you and your family.

Investment Management

I offer smart investment options like SIPs, shares, and more to help you grow your money. With careful guidance, I’ll help you choose the right investments to maximize your returns and secure your future.

Risk Management

Protect yourself from unexpected financial losses with the right risk management strategies. I’ll guide you in choosing the best insurance and financial options to reduce risks and keep your finances safe.

Real Stories, Real Results.

Discover the success stories of my satisfied clients.

Secure Your Retirement Planning

Build a Worry-Free Tomorrow with Smart Retirement Strategies

Make sure you enjoy your retirement without money worries. With simple and smart plans, start saving today for a secure and happy future.