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
Our Philosophy
A company that believes in taking you to reach your goals through a least possible risk route.
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
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.
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.
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.
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.
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.
It's a pleasure to get associated with Life N Legacy Financials. Extraordinary Service & Quality Planning.
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: [email protected]
(Please mention in the subject line Part time/FreeLancer/Fulltime)
