About Us

Deval Gyani

I am .....

A certified Insurance and Savings Advisor with India’s leading insurance providing company LIC and Starhealth.

A qualifier of MDRT (Million Dollar Round Table) It is one of the most premier associations for insurance advisors across the globe.

A blessed one to be trained under the kind guidance of DG Flicks and IIOE (Indian Institute Of Excellence) for continuous learning.

An experienced educator, keeping contact with people across the globe.

A Financial Planner for Retirement planning, NRI Savings, Educational funds, Pension creation, Corpus creation, Gratuities, Leave encashment fund etc.

Of the opinion that a successful financial advisor is one who understands the needs of clients. As every one is unique, so are one's needs and goals.
My mission is to make my clients understand the actual cost of all his/her investment decisions in the event of any change in life circumstances.
My sound advisory on developing a successful financial plan for my clients revolves around six basic principles, or in other words, my working plan includes Six Simple Steps...

♦ Understanding client's needs & objectives
♦ Gathering information
♦ Analyzing the information
♦ Proposing various solutions and alternatives
♦ Implementing final plan as per client

Why choose me as your Financial Advisor?
♦ Sound Industry Knowledge
♦ Varied range of products
♦ Flexibility
♦ Regular review of your financial products & needs
♦ On time service

My commitment to you is that I will build a portfolio for you where you will have crystal clear idea about anything related to finance in the future.