ABOUT ME
Hi, I'm Jyoti Sharma!
I'm a humanitarian by nature and a teetotaler by choice, who sincerely admires the characters of Lord Hanuman and Lord Krishna. A Managing In-charge turned Insurance & Financial Consultant, I've been working in the industry for over a decade and half. People call me a workaholic, but my true roots lie in the practice of spirituality and minimalism.
I'm a Certified MDRT (USA) Insurance Consultant &
Gold Medalist Pension and Child Future Planner
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My expertise is:- Child's Future Planning, Tax Saving, and Pension Planning for Millennials.
For HNI Business owners, I provide wonderful financial solutions like the Key Man, Business Succession, Liability Hedging, Employer - Employee, MWPA, Legacy for 100 years, among others.
MY VISION
According to statistical data, as on date, only 15% of the Indian population is insured, and that too, not adequately. Thus, my vision is to insure each member of every Indian household and increase their Financial Immunity.
Therefore, my Moto is "A Life Insurance Policy in every pocket".
MY MISSION
By providing Financial Education and creating Financial Literacy among people, I aim to improve the Financial Immunity of families so they can experience true Financial Freedom & Security. Through comprehensive need analysis, financial profiling, personal competence, quality checks, and tailor - made financial solutions, I assist my clients to achieve their Financial Goals. And by becoming a reference point for quality and service, I strive for excellence in each aspect of Financial Planning.
PERFORMANCE STATUS
Lives Insured
No.1 POSITION
in Team 1207
500 FAMILIES
& Counting
No.2 POSITION
in Branch 12D
Total Policies
Premium Collected
Sum Assured
Maturities Settled
2125+
5.15 CRORE
44.54 CRORE
1.5+ CRORE
PROFESSIONAL SERVICES
Complete Financial Planning
We all go through different stages of life and at every stage of life, we have different financial needs. So we should design our financial portfolio such that it could cover all our financial needs while also maintaining a proper balance of funds to diversify.
Retirement Planning
Early death or living for too long - both can become major problems for every individual. That's why a proper Retirement Planning is very important for everyone.
Child's Future Planning
A child's proper future planning covers his/her every need like - education, career, and even marriage. Therefore, the best time to opt for a child's future planning is as soon as the child is born. Any delay in planning can create hassles for the entire family.
Business Succession
It is often seen that many of the good-running Businesses collapse from unbelievable heights because they failed to plan their Business Succession. Thus, it becomes important to timely plan for Business Succession so that your business empire keeps running even in your absence.
Liability Hedging
Some people earn handsome money and live life as a King. But in today's scenario, most successful people are under big liabilities. What if they meet any unfortunate event? How will their family survive without them? And how will they pay off the liabilities?
This is where Liability Hedging helps.
Tax Planning over 80C
​Tax Planning isn't done only within the limits of 80C. It has lots of different sections and solutions. We assist you in Tax Planning with a variety of products which cover your taxation needs along with proper usage of investments, which gives the best results later on at different stages of your life.
