Tools To Grow Your Income, Wealth & Financial Confidence

Life & health

Insurance

Mutual fund &

Retirement Plans

Watch our Introductory video to know our services and offerings as an Insurance and Financial Advisor!

The Right Financial Plan Changes Everything

A Dedicated Insurance & Investments Consulting Firm which specializes in providing solutions rather than just selling products. We believe in giving effective guidance to our clients and mapping them with the best planning with Income Plans, Retirement Plans & Financial Growth Plans to be at peace of mind & always be Assured of Security. Investments are a little confusing and risky at the same time, we adhere to it that Insurance and Investment terms are quite easy for you to understand, and with us, it must be risk-free.

Insurance & Retirement Planning

Your financial security plan should be as unique as you are. Tailormade to fit your needs. We offer a wide range of products, solutions, and expert guidance to create a completely customized plan that’s unique to you. A Financial Plan is the ultimate tool to guide you to your financial goals. A Financial Plan is also a solution to your money issues.

Life insurance is an important part of any sound financial security plan. It can mean the difference between leaving your loved ones financially secure or struggling with debt.

Retirement is a life event that brings many questions, and we’re here to help you find the right answers for your circumstances.We will work with you to determine a realistic plan that you can use to achieve the retirement lifestyle you’re looking for.
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Find Out Where You Need to Start

We all make hundreds of decisions each day. Most of these decisions are quite simple and have few consequences. Some are complex and have long-term effects on our personal and financial situations.

Life Insurance

Life insurance is a contract between an insurance policyholder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person.

Health insurance

A Health insurance policy that offers financial coverage for medical expenses when hospitalized.

mutual fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

Retirement

Our retirement solutions have been designed to offer you a new beginning at the age of 60.

General Insurance

General insurance is typically defined as any insurance that is not determined to be life insurance.

Business insurance

Business insurance coverage protects businesses from losses due to events that may occur during the normal course of business.

Our Specialities

Our 27+ years of vast Financial Services experience helps us to improve returns.

What People are Saying

5/5
"I am extremely proud to have Mr. Dhruva Choksi as a fellow member here, whom I can trust with full confidence for requirements of any Mutual Fund Investments."
Sunil Balchandani
CEO, International Travel & Tour Co.
5/5
"Somewhere in February 2020, I consulted Dhruva Choksi for my investment needs. He came to meet me personally and evaluated my entire investment portfolio which is maintained for the last 6 years. After evaluating every phase of my existing portfolio he suggested I go for MARS product by NJ services which yielded me good profits and I reinvested in May 2021."
Advocate Kenny Thakkar
Founder - KVT Legal
5/5
"Mr. Dhruva Choksi gave me excellent advice and encouraged me to invest in mutual funds. After conversation with him, I am feeling secure and safe by investing as per the advice from him."
Samit P Sarode
Graphic Designer
5/5
Dhruva A. Choksi puts the needs of his clients first, has an excellent Customer Service attitude. We are truly impressed with Him, for his honesty, technical and analytical knowledge.
Sanjay Patel
Kamal Clearing

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Take Care of What Matters Most!