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D/38, Jagannath Puram Complex, Near Patanjali Store, Under Lalbaug Bridge,
Manjalpur, Vadodara

About us

About Us

We offer financial wings to let your dreams soar higher.

I did MBA in Financial Planning from IIOE Institute in 2019. I became a Certified Mutual Fund Distributor in 2020. I became a Director in JCI BARODA ALKAPURI in 2021. I became a Vice President of JCI BARODA ALKAPURI in 2022. I did MBA in Financial Architect from ZAIDII Corporation Institute in 2022.

We got our first broker’s license in 2002, and now in 2022, we have tie-ups with the largest insurance providers for multiple types of insurance covers for retail as well as corporate clients.

Our role as your Financial Architect is to offer you Full Value for your money by offering you the Best Insurance Solutions, Customized as per your Financial Goals. Customer satisfaction is our biggest objective and we will go the extra mile to ensure that all your Investment-related Goals are fulfilled.

With our two decades of experience in Life Insurance, Health Insurance, General Insurance, and Mutual Funds. Our experience as a Financial Architect to Six Hundred Families and large corporates has made us the Perfect Choice for all your Insurance and Investment needs.

Kush Shah
Founder & CEO
Financial Architect

Kush Shah
Our Services

Why Choose Us

Our aim has been customer first. Every service we offer is to increase the financial freedom of our customers. We have always thought about the future of our clients. But, we serve their ever increasing needs, we need to grow with them. With the new digital age, we are offering a range of digital services.

Comprehensive Chart

Comprehensive Chart

Need Analysis of Clients

Regular Portfolio Monitoring

Dedicated Claim Handling Team

Dedicated Claim Handling Team

Corporate Risk Assessment

Corporate Risk Assessment

Android & iOS Application

Android & iOS Application

Automatic Renewal Reminder

Automatic Renewal Reminder

Team Members

Creative Team

We believe in working hard to achieve your goals. Our vision is to provide a level of commitment that is unmatched. Meet our team who shares this vision of ours and works together so you can live a comfortable and financially free life.

Mrs. Preeti Shah

Founder

chirag gurjar

Mr. Chirag Gurjar

Tech. Partner

hemangi-nai

Mrs. Hemangi Nai

Business Developers

Mansi-Sindha

Mrs. Mansi Sindha

Business Developers

deep-patel

Mr. Deep Patel

Social Media Strategic

pankaj-solanki

Mr. Pankaj Solanki

Collection Head

mukesh patel

Mr. Mukesh Patel

Assitant

akshay-shah

Mr. Akshay Shah

Partner

Awards

Our Achievements

2022

Award of LAKHPATI ADVISOR in HEALTH.

2021

Award of EXCELLENCE by Ranjan Nagarkatte.
Award of CROREPATI.
Award of 2 STAR AGENT.
Award of MDRT.
Award of LAKHPATI ADVISOR in HEALTH.

2020

Award of CROREPATI.
Award of MDRT.
Award of ARDH CROREPATI.
Award of LAKHPATI ADVISOR (HEALTH)

2019

Certificate Of Achievement for Completing Basic Course From IOE who is India’s No. 1 Training Center.
Award of SP for 6th Rank in Branch.

2018/2017

Award of MDRT.

2016

Certificate Of Merit in Vadodara Division

2014

Award of ARDH CROREPATI

2013

Award of SHATAK VEER

2012

Award for ALL INDIA HIGH NET AGENTS SESSION

2012

Award for ALL INDIA HIGH NET AGENTS SESSION

2011

Award of FPI for 5th Rank in Branch.
Award of Early Bird Appreciation

2008
Award of SHATAK VEER. Award of CROREPATI. Award of MILLIONAIRE.
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