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1.       Company Profile

2.       Core Team :-

         A) Bharat Parekh
         B) L T Mulchandani
         C) Core Team
 
1. Company Profile

Bharat Parekh Financial & Insurance Services Pvt. Ltd.

Experience of 25 years in life insurance industry catering to individuals, professionals, NRI, HNI clients and Groups. Operational in all metros & major cities across India with array of services under one umbrella: Wealth Management, Mutual Funds, Home Loans, Personal Loans, Superannuation, Group Schemes & other investments.

Today it serves more than 30,000 policies and over 5,000 families. It is primarily working for the Life Insurance Corporation of India. It has the credit of selling the biggest policy on a single life. Its CEO, Mr. Bharat Parekh, is one of the leading insurance and financial consultants in the country.

• International recognition - Presentations at several prestigious forums like NADT, MDRT, LIMRA International, LIC & others. Flag bearers of India at MDRT meet.

• No.1 agency in India on sum assured basis in 2005-06 & retained in 2006-07.

• Pioneer – Introduced many firsts for the clients viz. toll free no., 24X7 Services through website, own magazine, group insurance for all clients, free services to orphan policyholders.

• Other facets – Featured in programs of CNBC, Insurance Special of UTVi News channel & radio. Articles in leading newspapers on financial planning such as Times of India, DNA etc.

A) Bharat Parekh
 

Bharat Parekh - Popularly known as the Architect of Human Happiness

Bharat Parekh from ‘any-like’ ordinary insurance agent has become the ‘poster boy’ of the profession. He is now one of the most successful Wealth Managers in the country and has also earned recognition and acclaim internationally. With an experience of 25 years, Bharat Parekh is synonymous to a solutions provider who has been offering the finest solutions to the financial requirements of the clients.

Adding value to the client, through servicing them beyond their known frontier of expectations established him as No.1 service provider. Top notch performer - Since 2000, 9 consecutive times ‘Top of the Table’ (TOT) honor – the highest international recognition for financial planner. TOT thrice in the year – 2005 a feat rarest in the financial world.

Ranked No.1 agent in India on sum assured basis in 2005-06 & again in 2006-07. Created history be selling highest insurance policy on a single life. For benefit of peers & marketing professionals wrote his autobiography “Adding more to Life” which is an instant success.

 

 
 B) L T Mulchandani
 

Mentor of Mr Bharat Parekh

“A legend of Life Insurance Industry - Mr L T Mulchandani”

He is the mentor and guru of one of the best wealth managers of the country Mr Bharat Parekh. He rendered the required inputs to make Bharat’s dream of becoming no.1 in the country a reality. Mr Mulchandani arrived at the life insurance sector in 1966 by joining the ‘Life Insurance Corporation of India (LIC)’ as an advisor. There was not looking back then. Having a penchant to deliver the best he always performed better and better in his career which earned him further promotions in marketing as well as management side. He was the youngest Class I officer in the corporation.

Year after year he received awards as a top performing agency manager. Looking to his dedication, knowledge and feats, the corporation sent him to various countries across the globe such as Arab continent, South Asian countries and UK. He delivered keynote speeches before the top executives at two prime training institutes in India namely ‘Management Development Centre’ which is training centre for top managers of LIC while the other one is ‘The National Insurance Academy’ constituted by LIC, GIC & the Govt. Of India. This institute is like the American College of Insurance.

When he was in service, he contributed largely in developing products of LIC. His many worthwhile suggestions in improving the scale of sales people are still regarded as turning point in the decision process. Looking to his passion for training, he was specially invited by the President of MDRT in the year 1998 in the convention held in Chicago. He always believed in imparting quality training. He supervised 29 agents and his team always emerged THE BEST in the country. Most of his agents were MDRT.

 

 
 
C) Core Team
 

Karan Sahani

Associate

A graduate of Pune University, he did further studies from NMIMS, Mumbai, at 34, he has over 11 years’ experience in insurance and finance. He is expert in managing financial service portfolio related to selling of insurance & investment products, to high net worth clients & retail investors. He went on to complete Qualified AMFI-Certification (Exams for Mutual Funds) so that he can render best professional advice to clients.

Before joing BPFIS, he has worked as branch head with Reliance Life Insurance Co Ltd., & L.I.C. Mutual Fund AMC Ltd. He has rich experience in assessing needs of clients and accordingly charting out viable finance portfolio after considering financial and technical aspects.

 
 
 


 
 
 

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