OM CONSULTANCY
23 Years in Service
Insurance and Investment planning catering to high-earners, non-resident Indians (NRIs), and Foreign Nationals of Indian Origin (FINO)
Trusted by families and businesses native to and around Pune.
"What happens if my business goes insolvent? In such a situation, what are some ways that I can protect my personal and family finances."
"I recently started a company and hired my first employees. How do I go about selecting a corporate health insurance for them?"
"I live outside India, so I need someone to help me carry out my investments in India."
"How much savings do I need when I eventually retire? Retirement planning is overwhelming. Where do I begin?"
If yes, then you're at the right place.
It's time to stop procrastinating and get serious about goal-based investing.
We offer comprehensive investment planning services for all your life goals.
Retirement Planning
Do the things you always wanted to do, but couldn't due to work commitments. Travel, pursue hobbies, and other endeavors without limiting your standard of living.
Children's Education
Ensure smooth sailing of your child's education, in the field of their
choosing. Whether that be in India or abroad.
Business Insurance
Protect your family from your creditors by making a parallel asset
which cannot be frozen or attacked in lieu of business debts.
Wealth Management
Focus your energies on your career growth and maximizing your
earnings. Seek our expertise in making the money work for you.
Business Statistics
Credentials
Client-focused
We are empathetic, and listen to all your requirements, before creating the customized investment plan.
End-to-end support
We take care of all the document filling, submission and other paperwork, so that you have a hassle-free investment experience.
Always Responsive
We are one phone call away, and available to answer your queries every step of the way.
Proven track record
We have been advising clients in and around the Pune area for the past 23 years. Our trusted name and track record is a testament to this.
"Sangita designed a complete portfolio of investments which suited my needs. I am happy to recommend Mrs. Sangita Date to anyone needing financial advice and services."
"I have been associated with Mrs. Sangita Date regarding life insurance for the past 8 years. I would like to mention that the service provided is very prompt, professional and nice."
"Prominent things I found while consulting with Sangita madam were, good knowledge about LIC, mutual funds, need-based planning and very prompt service."
"Sangita has been closely worked with me for 15 years, to suggest the best investment options with LIC addressing my future needs. Thank you for your due diligence, sincerity, and supportive nature."
"(Sangita) heard my requirements patiently and guided me so well that the journey of buying life insurance was easy and fruitful. Her way of handling things is very professional which creates trust."
"It was a hassle-free experience working
with you. You made sure to
update me time-to-time about the progress.
Your effort is much appreciated."
"(Sangita) madam advised us regarding which policies to continue and which to discontinue. Her advice is extremely valuable. I will be passing more and more referrals to Sangita madam."
Your understanding of requirements and suggestions of plans is remarkable. I will recommend you and LIC for rightful insurance solutions.
Phone:
(+91) 9552587002
Email:
licsang@gmail.com
