Mentor of Mr Bharat Parekh

“A legend of Life Insurance Industry - Mr L T Mulchandani”

He rendered the required inputs (art & science of sales and management) to take the company to the pinnacle and making it the first choice company in wealth management. He has experience of over last 44 years in the life insurance industry. Delivered keynote speeches before the top executives at two prime training institutes in India namely ‘Management Development Centre’ & ‘The National Insurance Academy’ constituted by LIC, GIC & the Govt. Of India.

CEO of the Company, he is recognized amongst the most successful Wealth Managers in the country having experience of over 30 years in life insurance industry. He has been attending various meetings and conferences in India and abroad to keep himself updated with the latest trends and technologies for the benefit of his clients. To name a few:

• Completed course in Life Insurance Marketing in the year 1987 at the Institute of Insurance & Financial Science Education Research & Training (IFSERT).
• Passed the Insurance Institute of India licentiate Examination – 1988
• Completed the Strategic Coach program by Dan Sullivan at Chicago USA in 2002 & at London in 2006
• He addressed the 5th Asia Pacific / Oceania Financial Advisors Conference, conducted by LIMRA International – 2007
• Completed the program in Financial Planning – India by the Chartered Insurance Institute (CII), UK – 2009
• Attended the General Management Program, LIC Corporate Club for Agents conducted by ISB, Hyderabad in 2012 and 2013

Top notch performer - 18 consecutive times 'Top of the Table' (TOT) - the highest international recognition for financial planner. TOT thrice in the year - 2005 a feat rarest in the financial world. He is the author of "Adding more to life" and first agent in India to introduce many new concepts in client servicing e.g. Toll Free phone services.

He provides customized and needs based solutions to the financial requirements of the client. He is a prominent corporate club member.

Babita Parekh

Director of the company, she is a post graduate from Rajkot University. She has over 18 years of experience in life insurance & finance sector. She played integral role in the growth of the company offering her expertise in taxation, audit, legal & Risk management - processes & internal controls. She is a prominent corporate club member.

Mr. Manoj Rai

Business Head- Home Loan Mr. Manoj is a Merit holding Post-Graduate in Commerce. He has about 14 years of experience in Home Loans and has been with Team Bharat Parekh since July, 2009. Prior to joining the Bharat Parekh Team, he worked with several other companies like ICICI Bank Home Loans, India Bulls Home Loans Ltd. and also with HDFC Home Loans. He has expertise in Loan Review, Legal Document Suggestions and eligibility enhancement.

Mr. Ajit Tiwari

Branch Head- Home Loan Mr. Ajit has a Bachelors degree in Arts. He has over 13 years experience in Home Loan and working with Team Bharat Parekh since last 7 years. He has extensive expertise in Home Loan, Mortgage Loan and Loan Segment.

Mr. Ravi Raut

Business Head- Mutual Fund Mr. Ravi is a graduate in Computer Science and has also done his MBA in Finance. He has a Certificate from AMFI. He has a decade of working experience in Life Insurance, equity, and fund management. He is a part of Team Bharat Parekh since last 10 years and is dealing in Mutual Funds over the last 5 years. He is the key person in Mutual funds department and has expertise in portfolio design.

Mr. Kapil Vora

Branch Head- Mutual Fund Mr. Kapil is a graduate in Commerce. He is working with Team Bharat Parekh since last 7 years and he is actively engaged in Mutual Fund department.