Call Us: +91 7208810886

About Us

About Us

Life N Legacy Financials believes that personal financial planning is for everyone.

  • Life N Legacy Financials Is Incorporated In The Year 2009 And Presently Catering To 1000+ Satisfied Clients Which Includes HNI's, Businessmen, Entrepreneurs, Software Engineers, Advocates, Doctors, Architects, CEO'S, CFO'S & Many More Spreading All Over India And Abroad.
  • Our advise is never offered in a vacuum. We would rather put a context around your Goals & Objectives & then based on your concerns/challenges and also your Risk Appetite & Cash Flows we customize a Solution with your specific needs in mind. We also assist in implementing our Recommendations & there is one Annual Review as well
  • We Also Recruit, Train & Develop Insurance & Investments Advisors For Various Companies India Life Insurance, Like Religare Health Insurance Co. Ltd, Apollo Munich Health Insurance Co. Ltd, Bajaj Allianz Life Insurance Co. Ltd & Reliance General Insurance Co. Ltd


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Our Philosophy

A company that believes in taking you to reach your goals through a least possible risk route.


What we do?

We are currently providing Goal Based Planning, Risk Management Solutions, Insurance Planning, Tax Planning, Wealth Creation ideas & Retirement Solutions to a number of Service Class People & Professional’s like MBA’S, Businessmen, Entrepreneurs, Software Engineers, Advocates, Architects, CEO’S, CFO’S etc.

Our Approach

Life N Legacy Financials provides comprehensive financial planning and investment management services to individuals and institutions with a variety of investment goals. Every client is different, so we sit with them, start from the basics and help them identify their goals. We have a rigorous process, back office support and infrastructure systems in place to service you to the best with highly skilled and experienced professionals to manage and help you reach your goals.

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The Role Of Accountability

An interesting observation that I’ve made over the years is that those who hire a financial planner seem to accomplish more than those who choose not to delegate it.

I have some ideas about why this could be the case -

  1. More Action Oriented

    Accountability with a third party calls others to action more easily than accountability with a spouse only or with myself only. It gives each step and action a sense of timeliness when I know that someone will be following up with me.

  2. Avoid more Pitfalls and Mistakes

    When someone works with me, they are able to get my expertise of how to avoid the most common mistakes that many individuals and families make. Greater expertise and competence makes avoiding the pitfalls much easier.

  3. Clearer Vision

    A third party set of eyes that is not emotionally involved can yield more clarity in decision-making. They can better see the big picture of all aspects of personal finance.

Our Aim

The aim is however common – to go far deeper than others, to deliver incisive insights and ideas and be accountable for results. Our Affordable Financial Planning Package has received tremendous response from all classes of customers.


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Our Process


Benchmark Current Financial Reality

Blue Print Financial Goals

Quantity How Much Is Enough

Bridge The Gap

Create A Financial Safety Net

Maintain Cash Flow Control

Implement An Investment Strategy

Stay On Track With Accountability


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Agency Develpoment


Life N Legacy Recruits Agents for Bajaj Life General Insurance, Reliance General Insurance, Future Generali & Apollo Munich Health Insurance

We Recruit, Train & Develop Insurance Agents To Perform Their Best


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Team

Raja Nadar

CFP

Financial Planner with practical experience in financial industry for the last 11 years.

  • Life N Legacy Financials Is Incorporated In The Year 2009 And Presently Catering To 1000+ Satisfied Clients Which Includes HNI's, Businessmen, Entrepreneurs, Software Engineers, Advocates, Doctors, Architects, CEO'S, CFO'S & Many More Spreading All Over India And Abroad.
  • Our advise is never offered in a vacuum. We would rather put a context around your Goals & Objectives & then based on your concerns/challenges and also your Risk Appetite & Cash Flows we customize a Solution with your specific needs in mind. We also assist in implementing our Recommendations & there is one Annual Review as well
  • We Also Recruit, Train & Develop Insurance & Investments Advisors For Various Companies India Life Insurance, Like Religare Health Insurance Co. Ltd, Apollo Munich Health Insurance Co. Ltd, Bajaj Allianz Life Insurance Co. Ltd & Reliance General Insurance Co. Ltd


Inquire Now


Other Team Members

Mrs. Sushma Naik

Business Head

Mrs. Sushma Naik has indepth knowledge of finance. She is a core team member and is engaged in preparing financial plans for the clients. She Manages Overall Functioning of the company





Ms. Ishwarya O.P

Branch Head - Renewal & Retention

Ms. Ishwarya has indepth knowledge of insurance & investments. She understands the importance of continuation of the insurance and investments. To reach your goal, you need to complete the investment tenure. Ms. Ishwarya helps the client reach their goal with proper reminders and assistance.





Ms. Varsha Patel

Team Manager

Ms. Varsha Patel handles the day to day operations including activities related to customer service, customer queries, co-ordinating with various departments & AMC's etc.

  • She coordinates with BSE & NSE For Mutual Funds Operations
  • Responsible for managing agents, training agents, achieving sales targets for the team & Effective team management
  • Quality Assurance
  • Closely working with the senior management to ensure effective sales production.





Ms. Jyoti Yadav

Assistant Team Leader

  • Train The Team Members
  • Responsible for attaining the assigned sales target
  • Solving Customer Queries
  • Responsible to increase productivity of self and the team assigned
  • Quality & Process Improvement





Ms. Sneha Tamboli

Tele Sales Executive





Ms. Barkha

Tele Sales Executive





Mr. Sharad jalgoankar

Delivery Expert

  • Responsible for all field activities
  • Pick up and drop of documents





Awards & Achienvements

  • MDRT – Top Professional from every country are awarded in USA, for the outstanding business performance in Financial Industry.
  • CII - Award in Financial Planning - India of the Chartered Insurance Institute by examination
  • MD_ME @ Mumbai Feb 2015 – Awarded Received From Md. Smt Usha Sangwan For best professional
  • Chairman Meet @ Goa Jan 2015
  • Topper In Western Zone – Awarded The Best Performer For Adequately Insuring 100 Families In the Calendar Year 2014.
  • Rising Star @ Reliance General Insurance Co. Ltd In 2015 – 2016.
  • Top Star @ Reliance General Insurance Co. Ltd In 2016 – 2017.
  • Zonal Champion @ Aviva Life Insurance Co. Ltd In 2016 – 2017.

Clients

Mr. Raja and Life N Legacy Financials are synonym of Financial Planning for me. Whenever I think of increasing my investments, I think of Life N Legacy. Best in class service provider with helpful, courteous and well trained and well behaved Staff.

Sajid Bhawra
Senior Financial Associate, J P Morgan.

I feel more secure, I feel like someone is looking out for my welfare. Life N Legacy Financials worked out a plan that accounts for my age, expectations and goals. They are very much schedule on their review. Thanks for doing a great job for us.

Deepakraaj
Customer Service Manager, Reliance Digital.

My husband had few financial planner before and was dissatisfied. Most other financial planners are non – communicators. Life N Legacy Financials knows my portfolio. Mr. Raja knows me and our financial goals much better than my previous financial planners. They have well designed process, systems and the whole team is thorough, professional and friendly.

Dr. Radha
Profession: Doctor, MD.

Mr. Raja & Life N Legacy Financials has been for me one of the most helpful and knowledgeable financial advisor since many years. He and his firm not only helped me but also hundreds of people with their expertise financial advisors by offering a friendly and one to one service which released my financial stress.


Mrs. Shanti Suresh
Teacher, St. Xavier’s School & Junior College.

Mr. Raja is highly committed to his profession, his community and his faith. He has an outstanding work ethic and his moral standards are of the highest caliber. I would recommend Mr. Raja to anyone without hesitation or reservation.

Suryakant Mishra
General Manager – Corporate QA, Vanity Case Group of Companies.

It's a pleasure to get associated with Life N Legacy Financials. Extraordinary Service & Quality Planning.

Rajib Datta
Deputy Manager, Zydus Cadila.

Careers

Jobs At Life N Legacy Financials

Whether you are a fresh graduate beginning your career or an experienced professional looking to accelerate your career growth, Life N Legacy can be your platform to enrich your career. Join one of leading financial planning firm and work in an environment for an exciting career of learning, development and value driven performance linked growth.

You can also work with us as a Freelancer or a Part timer and Earn to the maximum based on your effort and potential.

Send us your resume so we can match your profile to our requirements and embark on a mutually fulfilling relationship.

Email: support@lifenlegacyfinancials.com

(Please mention in the subject line Part time/FreeLancer/Fulltime)

Contact Us
  • Address:
    Office No. 22,
    1st Floor, Sky Lark Building,
    Plot No. 63, Sector 11,
    CBD Belapur, Navi Mumbai, Pin: 400614.
  • Phone: +91 7208810886
  • Email: raja@lifenlegacyfinancials.com
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