OUR PROFILE
WHO I AM
I am Sandhaya Divate, a dedicated Financial Advisor and Wealth Planning Consultant, committed to helping individuals and families build a financially secure future.
We provide One Stop Solutions for all your Financial Planning & Investment needs. With over 15 years of experience in the financial services industry, we are well-positioned to guide you in choosing the right investment and protection solutions to achieve your financial goals.
Our expertise lies in creating personalized financial and life planning strategies that help our clients Create, Grow, and Preserve Wealth. We believe that every individual’s financial journey is unique, and therefore we offer customized solutions based on their needs, goals, and future aspirations.
With a strong and trusted client base of more than 2,000 satisfied customers, we proudly serve salaried individuals, businessmen, professionals, students, housewives, government employees, and retired people.
Our mission is simple —
To provide every client with a practical, achievable, and secure financial roadmap for a better tomorrow.
OUR MILESTONES
Professionally Certified – Certified Financial Planner (CFP)
Trusted by over 2,000 satisfied clients
Managing investment portfolios of 500+ HNI & NRI clients
Consistent achiever of the prestigious MDRT, USA for more than 10 years
Recognized as the First Couple MDRT of Navi Mumbai Zone
Member of the prestigious Galaxy Club of LIC of India
President of Maharashtra Business Network
First MDRT achiever of Vashi Branch in the year 2016
Attended several international business and financial conferences
Consistent qualifier for the All India ACE Agent Competition
SERVICES
Life Insurance
General Insurance
Keyman Insurance
Mutual Funds
Mediclaim / Health Insurance
Group Gratuity
Portfolio Management Services
Company Fixed Deposits
Project Funding
Financial Advisory & Wealth Planning
STAFF PROFILE
We have a highly trained, experienced, and professional team dedicated to providing quality service and personalized support to our clients. Our staff focuses on understanding client requirements and delivering timely assistance with complete transparency and professionalism.
Sandhya Divate
May I Help You
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