Ashok Shah

Ashok Shah started his entrepreneurial journey in year 1972 from a small town in Gujarat as a professional insurance advisor. He has attended many seminars, trainings & workshops to enhance his knowledge and prowess in financial & investment planning, with specialisation in insurance products.

Over the years, with his knowledge, hard work and dedication, he has developed extensive client base across India. He acts as insurance advisor to many families in India.

In 2001, Ashok Shah beat all the records by selling one of the highest insurance policies of worth INR 50 million. Since last 30 years, he has been a very renowned and leading Insurance Advisor in his hometown.

Ashok Shah is a member of prestigious international organization MILLION DOLLAR ROUND TABLE (USA), which is the world’s best life insurance and financial services professional organization. He has completed 25 years as a Chairman Club member. In 2013, the LIC Chairman honoured him with “Life Membership”for his outstanding performance for more than 3 decades.

Tejas Ashok Shah

Tejas Shah joined as IFA in 2003 after completing his graduation. He cleared his AMFI Examination in 2006. He is also a CERTIFIED FINANCIAL PLANNER. Tejas has been constantly upgrading his knowledge and expertise in financial planning and investment management by taking up exhaustive training and by attending various courses, seminars and conferences. Tejas Shah has also voiced his opinion regarding life & non-life insurance claim settlement with prominent media channel CNBC AWAZ.

Since 2008 he is continuously qualified for the MILLION DOLLAR ROUND TABLE (MDRT), USA.

Tejas has been instrumental in educating the clients, creating awareness and on-boarding new clients across India.Tejas has been focussing on advising his clients not only on insurance products, but also on the mutual fund portfolio management.