LIC Agent & Mutual Fund Advisor in Chakan, Talegaon, MIDC, Akurdi & Bhosari
Investment Advisor for Life Insurance and Wealth Growth
Nilesh Borhade is an experienced and authorized LIC agents and mutual fund advisors in Chakan, Talegaon, Akurdi, Bhosari, and Pune, helping families and professionals plan their future with smart insurance and investment solutions.
We are Certified Consultant by Securities and Exchange Board of India (SEBI), the Insurance Regulatory and Development Authority of India (IRDAI) and Association of Mutual Funds in India (AMFI)
With over 5 years of experience in financial planning, we specialize in helping you build a secure, tax-efficient, and growth-oriented portfolio – including LIC policies, mutual funds, term insurance, and retirement planning.
Investment Options
When it comes to financial security and long-term investment, choosing the right advisor makes all the difference.
✅ Authorized & Certified Advisors
✅ Personalized Financial Planning
✅ Trusted LIC Agent Near You
✅ Regular Portfolio Review
LIC Life Insurance Plans
Secure your family’s financial future with tailored LIC policies designed to suit your income, age, and life goals.
- Term Insurance Plans (for life cover & income protection)
- Endowment & Money-Back Policies
- Child Education & Marriage Plans
- Retirement & Pension Plans
- Single Premium & Investment-Linked Plans
Mutual Fund Investments
Grow your wealth with professionally managed mutual fund portfolios.
- SIP (Systematic Investment Plan) Setup
- Lump Sum Investments
- Tax-Saving ELSS Funds (Section 80C)
- Goal-Based Portfolio Planning
- Fund Switch & Rebalancing Guidance
Investment & Tax Planning
Get personalized financial guidance to make your money work smarter.
- Income Tax-Saving Strategies
- Long-Term Wealth Creation Planning
- Financial Goal Setting (Home, Education, Retirement)
- Risk Assessment & Insurance Advisory
Why Choose Us
✅ 5+ Years of Industrial Finance Expertise
✅ Authorized by Indian Regulatory Bodies (SEBI & IRDAI)
✅ End-to-End Loan Assistance
✅ Strong Network with Leading Banks (SBI, HDFC, Axis, ICICI and more)
Reviews
The best LIC agent in Chakan! I got complete clarity on policy returns and tax benefits. Their follow-up and claim assistance are excellent.
Rohan Patil, Chakan MIDC
I started my SIPs through them 3 years ago, and my investments have grown consistently. Very transparent mutual fund advisor in Talegaon
Snehal Joshi, Talegaon
I was new to insurance, but they explained everything patiently and helped me choose the right LIC plan for my family. Highly recommended.
Meenal Deshmukh, Akurdi
📍 Locations We Serve
We provide Investment Advisory, Financial Planning Services in Chakan, Talegaon MIDC, Akurdi, Bhosari, Nigdi, PCMC, Moshi, Alandi, Pimpri-Chinchwad, Dehu Road
FAQs
Q1. Are you an authorized LIC agent?
Yes – we are fully IRDAI-licensed LIC insurance agents and AMFI-registered mutual fund advisors.
Q2. What are the benefits of investing through an LIC agent?
You get expert policy matching, timely servicing, claim settlement support, and professional guidance at no extra cost.
Q3. Do you offer tax-saving plans?
Yes – LIC and ELSS mutual funds are both eligible for Section 80C tax deductions.
Q4. What is the minimum investment for mutual funds?
You can start a SIP with as low as ₹500 per month.
Q5. Can you help with policy claim or transfer?
Absolutely – we offer complete claim assistance and documentation support.