Choose the Right Financial Plan

BHAGWAN NAIK FINANCIAL & INSURANCE SERVICES

Overview

Lead Life Consultancy is a financial advisory firm that is committed to realizing clients’ aspirations through market-linked, strategic guidance. Applying our hard-gained knowledge, which is supported by rich analytics, we offer actionable insights that enable you to invest wisely and maximize your returns.
Built around an ethos of transparency, Lead Life Consultancy is a business deeply anchored in trust. Our Director Mr Bhagwan Naik enjoys excellent goodwill in the marketplace; his name evokes a sense of credibility in the minds of customers.

Mission

To be the growth enabler for our clients by providing pathbreaking insurance & investment solutions that lead to protection, stability, prosperity and fulfillment of their innate desires.

Vision
To be the preferred service provider for protecting and nurturing wealth for 5,000 families and 50 corporate houses in the next five years.

Core ValuesLead Life Consultancy has embraced a set of Core Values, which inspire and guide us in our day-to-day operations.

These are the Values we stand by:

• Transparency
• Trustworthiness
• Forward thinking
• Proactive & prompt service
• Empathy towards clients’ needs & challenges

Know the Director

Lead Life Consultancy is the brainchild of Mr Bhagwan Naik, a seasoned Insurance Advisor & Individual Financial Advisor (IFA) backed by 15+ years of hands-on domain experience. He is an industry veteran, who brings thought leadership to the insurance & financial planning arena. Through his insightful mentoring, Mr Naik has helped his clients avoid pitfalls, make the right financial decisions and ultimately achieve their targets - both in their personal and professional lives.
Mr Naik has completed the advanced course from the Institute of Excellence along with a course of ‘Award in Financial Planning in India’ from CII, England. He has had the privilege of working as an Insurance Advisor with esteemed organizations like LIC of India, the largest life insurance company in India, Apollo Munich, one of the best health insurance companies in India and Bajaj Allianz, a leading private general insurance company in India.
Working with a proactive approach, Mr Naik believes in applying smart technology to save time, effort and maximize convenience for his clients. He has helped created a secure, robust digital platform that enables you to be in sync with your investment portfolio in real time.

Why Lead Life Consultancy?

Here is how Lead Life Consultancy brings lasting value to every engagement:

• We have our own Mobile App that will allow you to access your wealth portfolio 24*7, along with our website www.leadlifeconsultancy.com to stay connected with your investments
• We provide ‘Family Protection Plans’ to our customers that cover their entire family’s well-being and enable them to enjoy carefree living. Lead Life’s dedicated financial advisory will introduce you to different investible avenues and will guide you maximize your profits after carrying out a detail assessment of your proposal
• Lead Life’s signature activity of “Risk Assessment, Need Analysis and Goal-based Savings and Investment Plan” helps you understand your requirements based on your numbers and helps you optimize your resources accordingly
• Timely alerts/reminders to avoid penalties as well as inconvenience
• A friendly, competent team that genuinely cares about your financial health