Manoj Surve
Principal OfficerWhealthy Souls Advisory IMF LLP welcomes you to the world of Insurance and Investment!
We are incorporated with Ministry of Corporate Affairs as a Limited Liability Partnership firm (AAY-9002) and registered with Insurance Regulatory and Development Authority of India (IRDAI) as Insurance Marketing Firm (IMF) authorized to solicit or procure insurance products and undertake insurance service activities. We are also authorized to distribute other financial products that are regulated by SEBI, RBI, PFRDA, and the Department of Post.
It is all about our consultative approach during the insurance procurement process and the after-sales service to our esteemed clients.
We, at Wealthy Souls Advisory, do an accurate risk analysis, financial goal planning and help procure the most suitable insurance and investment products based on a client’s needs. However, our job does not end there, actually, it begins from there. We understand the importance of constant monitoring and periodic reviews of the client’s financial portfolios. We are committed to handhold each client throughout their insurance and investment life cycle. Our Customer-First approach is the key to our successful business!
Manoj Surve
Principal OfficerAshwini Mirgule
Operations - InsuranceMahesh Jagtap
Insurance Sales PersonVikrant Dolas
Partner - Whealthy SoulsMayuresh Dolas
Mentor - Insurance And Investments