Secure Your Future with
Secure Your Future with
Simple, Smart & Stress-Free
Simple, Smart & Stress-Free
Financial Planning
Financial Planning
Embedded Files
Personalized guidance on
Life Insurance,
Health Cover,
Savings & Wealth Planning —
designed especially for
working professionals
aged 25–40.
WHY THIS MATTERS
WHY THIS MATTERS
Most people want financial security…
But confusion, jargon, and busy schedules stop them from taking action.
I help you break that inertia with simple, practical, and personalised solutions that fit your goals, lifestyle, and budget.
David Babu - Financial Advisor
WHAT YOU GET IN YOUR FREE CONSULTATION
WHAT YOU GET IN YOUR FREE CONSULTATION
✔️ Clarity on the right type of Insurance
✔️ Clarity on the right type of Insurance
Life, health, term, critical illness — explained in simple, clear steps.
✔️ Understanding of Your Financial Priorities
✔️ Understanding of Your Financial Priorities
Budgeting, savings, protection, investments — sorted in the right order.
✔️ Personalized Recommendations
✔️ Personalized Recommendations
Plans from trusted insurers like LIC and Care Health Insurance, customised for your needs.
✔️ Zero Sales Pressure — Just Honest Advice
✔️ Zero Sales Pressure — Just Honest Advice
You decide what you want to do next.
WHO I WORK WITH
WHO I WORK WITH
I primarily help:
IT professionals
Young families
First-time insurance buyers
Individuals confused between products
People who want to secure their family after experiencing losses
If you’re looking for clarity, trust, and long-term guidance, you’re in the right place.
WHY PEOPLE TRUST MY GUIDANCE
WHY PEOPLE TRUST MY GUIDANCE
⭐ 20 Years of Corporate Experience
⭐ 20 Years of Corporate Experience
Before becoming an advisor, I worked in advertising — so I know how confusing financial communication can be.
⭐ Real-Life Experience Supporting Families
I’ve assisted many families during tough times, including death claims, especially during and after COVID.
⭐ Focus on Education, Not Selling
⭐ Focus on Education, Not Selling
Through my series “Money Moves That Matter”, I’ve created 100+ videos simplifying finance for young professionals.
⭐ Purpose-Driven Work
⭐ Purpose-Driven Work
I am committed to helping people take meaningful steps towards financial security — with clarity, honesty, and empathy.
HOW IT WORKS
HOW IT WORKS
Step 1 — Submit Your Details
Fill in a short form so I understand your goals.
Step 2 — Book a Time Slot
Choose a convenient time from my Google Calendar.
Step 3 — Get Personalized Guidance
We'll discuss your needs and plan your next steps.
Ready to take your first step?
Ready to take your first step?
⚫Fill the form below to book your free consultation.
Frequently Asked Questions (FAQ)
Frequently Asked Questions (FAQ)
Q: Is the consultation really free?
Q: Is the consultation really free?
Yes. The first session is completely free and focused purely on guidance.
Q: Do I have to buy anything?
Q: Do I have to buy anything?
No. There is zero pressure to purchase.
Q: How do I know which plan is right for me?
Q: How do I know which plan is right for me?
I explain every option in simple terms and help you choose what matches your budget and goals.
Q: Do you work only with LIC and Care Health?
Q: Do you work only with LIC and Care Health?
I consult on Mutual Funds for investments and I specialize in 'LIC' and 'Care Health' because of their reliability, claim performance, and long-term stability.
Q: How long is the consultation?
Q: How long is the consultation?
Around 15–20 minutes — enough to get clarity and direction.
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