thakkarswealthworld@gmail.com +91 9820498468

About Us

Mission

To emerge as one of the most trusted Financial Service Providers across the globe by providing the best financial solutions to our clients for a secured and better quality of life.

Vision

1) To provide financial planning solutions to our clients for a safe and secured future;

2) To channel our efforts in order to provide the best possible financial returns through wealth creation plans;

3) Exceed client expectations.

Values

1) Customer Centric

2) Integrity

3) Accountability

4)Trustworthy

5)Teamwork

ABOUT US :-

Thank you for visiting our website.

OUR BUSINESS :-

Thakkar’s Wealth World is an Insurance and Investment firm established in the year 2004, when it’s founder Mr. Rajendra K. Thakkar switched from his successful corporate job to agency business of Insurance (Life and Non- Life).

Today, this organization is successfully run by a team headed by experienced, well qualified and dynamic father- son duo serving clients from across the globe into services of Insurance - Life, Non-Life, General, Health, Mutual Funds, SIPs, Postal Investments and others.

We at Thakkar’s Wealth World create customized financial plan(s) based on the client’s future needs and requirements, keeping in mind of their present financial situation and their financial goals for future be their own retirement plan, children’s education, wedding, family health or even any other future contingencies etc.

OUR SERVICES :-

All Services related to LIC
Mediclaim & Health Insurance
Planning for Retirement & Tax free Pension
Employer-Employee Scheme
Financial Planning for Child’s Education and Marriage
M.W.P.A.
Group Health Insurance
Group Term Insurance
Partnership Insurance
Key Man Insurance
H.U.F.

OUR ADDITIONAL SERVICES :-

Claim Settlement
Survival Benefit Due
Maturity Dues
Death Claims
Loan Facilities
Surrender of policies
Change of mode/Change of Nominee/Change of Address/NEFT Registration etc.

STAFF PROFILE :-

Well-trained, courteous & professional staff.