I trust you are doing well. My name is Dipak Vakil, a Guaranteed Income & Asset Allocation Planner with over 35 years of experience in the financial services industry. I am honored to have qualified for MDRT (Million Dollar Round Table) multiple times, reflecting consistent performance and client trust. Over the years, I have worked with clients who value not only returns, but structured, reliable, and tax-efficient financial solutions. My approach focuses on safeguarding wealth while creating predictable and guaranteed income streams. For your reference, I have also shared testimonials, awards, and select client experiences that reflect the trust and long-term relationships I have built.
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The insurer retained its market leadership during FY26, accounting for 56.66% of the industry's first-year premium income and 65.16% of all policies sold in the country, according to its FY26 Annual Report released on Friday
Read MoreThe consequences of this lack of awareness are significant. At the beginning of FY2025, insurers were holding more than ₹9,305 crore in unclaimed amounts, including maturity proceeds, death claims and surrender values.
Read MoreI am very happy with the financial guidance provided by Khushi Financial Advisor. Their advice on insurance and guaranteed income planning h...
Khushi Financial Advisor provided valuable financial planning support for my business and personal insurance needs. Their professional appro...
Recommendation Letter This is to confirm that I have received excellent financial and insurance advisory services from Khushi Financial Adv...
