We Lifeguard Investments & Financial Services, welcome you to our website. This is a small attempt from our side to provide all our customers, accurate information & services they might require on their fingertips at a time of their convenience.
We have been working as a customer focused team since 12 years. We believe in keeping our self continuously updated by a strong regimen of self-study & engagement in industry level trainings & seminars. Through this we are able to ensure a relevant & current advisory for our clients at all times. We also mentor our team on a regular basis to maintain their excellence levels. Perhaps that is also one of the reasons that we currently service many policies & provide services to huge policy holders with ease.
Values our group works wit:
We design a portfolio in such a manner so that the dreams are converted into goals. Financial plans are designed on the basis of clients’ past record of saving habits and his risk-appetite while investing money.
In addition to “Need based Approach”, we look at “Goal based Approach” too – The plan should be such that a client will be inclined to save consistently to reach his goals.
Moreover, we want to help our client almost in all incidences which are not planned one – whether it is accident, hospitalization or any incidence, which falls in “Life-Cover” category.
In addition to above we offer our services towards risks related to -
• Vehicle Accident
• Personal Accident
• Legal Liability
• Professional Indemnity or
1) Life Member of Institute of Excellence - A premier institute working in the field of education & training to financial professionals at national level. Institute runs variety of courses giving inputs on different topics related to our profession & life.
2) Member of Million Dollar Rounds Table (MDRT-USA) - MDRT is a Premier institute of financial professionals having members in 60+ countries worldwide. Founded in 1927, MDRT provides its members with resources to improve their knowledge, sales and clients services while maintaining a culture of high ethical standards. MDRT is treated as a much respected achievement in this field.
We as a Team:
We work as a Financial Planners and Insurance Advisor. We are using India’s best available software for our profession i.e. for LIC, GIC, Mutual Funds & other products. Communication through SMS, software & Internet (Email services) is common practice. This Website is a next step to serve our clients better.
Till date, we have given numerous Financial plans & Business Insurance to our clients. Also assisted several clients with their various financial requirements.
YOU MAY HAVE LOOK AT THE CLIENTS’ VIDEOS (TESTIMONIALS) UPLOADED ON THIS WEBSITE.
As of today, there are lots of options for savings and investments are available. Most of the times we have invested in certain insurance policy or scheme or a product only because somebody approached us - from our circle of influence - a relative or a friend or a colleague to complete his target of a sale or so.
Most of the time, we don’t know when we are going to get our money & how much it will be. Moreover, we don’t know whether it will be useful to fulfill our financial responsibilities towards family or own retirement.
So we at “Life Guard” synchronize your existing investments & savings to fulfill your responsibilities. Moreover, new savings & investments are added to achieve your goals.
So call us & become part of Life-Guard family !!!