Winsure Financial Planners

Winsure Financial Planners is led by Mr. Parth Nanda and Mr.Mahesh Nanda with our sister company Parth Investments , we work on the principle of goal–based financial planning. Our aim is to help you achieve all your financial, and mental goals you had set in your life. We deliver portfolio solutions which meet your desired financial goals and milestones.

Winsure Financial Planners specializes in offering financial advisory services which includes , Mediclaim (Health Insurance) Planning ,Life Insurance Planning, General Insurance, How to Save Tax, Mutual Funds Investment, Child Education and Marriage Planning, Retirement Planning and How to create Wealth.

We have more than 24 years of professional experience in financial planning industry and mastery in claim settlement as,well. We are committed to offer our clients a wide range of financial products and services with the highest standards of customer satisfaction. We strive to deliver research based, fair counseling across various stages of your financial life cycle, bearing in mind your dreams and risk bearing capacity. Our goal is to reach maximum people, build trust and ensure that we have a long term relationship with our clients.

Our Vision:

To help every person related to us realize their dreams by anticipating, understanding and meeting financial needs by creating a plan and executing that at the right point of time as they see their goals fulfilled.”

Our Mission :

To Help our clients to attain Complete Peace of Mind by giving them financial security, aspirational goal achievement by providing adequate and authentic Wealth creation opportunities and delivering their financial dreams.

Our Core Values :

• Customer First
• Innovation
• Integrity
• Secrecy
• Accountability
• Commitment & Teamwork
• Passion & Performance
• Honesty & Integrity
• Continuous improvement
• Transparency & Empowerment
• Trust & Credibility

What Can We Offer?

We think the best investment you can make is your Financial Plan itself.
Understanding your goals
Creating A Financial Plan that works – for you
Unbiased Investment Advise
Single Point Contact
Continuity
Ensuring that you understand your Financial Plan

Mr.Parth Nanda

• CFP (Certified Financial Planner)
• Mastery in Portfolio Management
• Licentiate holder from Insurance Institute Of India
• Bachelor in Accounting and Finance from Narsee Monjee College of Commerce and Economics
• ARN ( Authorised Registration Number ) Holder For SIPs And Mutual Funds Under SEBI
• Mastery In Claim Settlement.

Mr.Mahesh Nanda

• Mr.Mahesh Nanda consistently qualifies for MDRT (Million Dollar Round Table), the premier association of the World’s top Financial Professionals .MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
• AMFI Registered Number Holder
• Working In Insurance,Investment And Tax Industry Since Last 21 Years.
• Mastery In Claim Settlement. .

About Us