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  • Rohit Jahagirdar

    Rohit Jahagirdar

    I am Rohit Jahagirdar, founder of XYZ Investment services. We offer a one stop solution for all your insurance and Investment needs. With a vast experience of more than 16 years in investment and insurance consultancy services, we are well placed to help you choose the best investments to achieve your financial goals. We specialize in personalized investment strategies that create sustainable wealth through prudent risk management strategies. Our client base includes salaried, businessmen, students, professionals, housewives, government employees and retired people.


    Why Choose Us

    WE OFFER TAILORED SOLUTIONS TO MEET INDIVIDUAL NEED
    BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
    REGULAR REVIEW OF YOUR FINANCIAL PRODUCTS & NEEDS

    Our Achievements

    16 Yr
    EXPERIENCE AS FINANCIAL ADVISOR
    5812 +
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    Health Insurance

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    Star Health Insurance

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    News

    No GST on life, health insurance premiums soon? Here's what it means for you

    A proposal has been made to exempt premiums for life and health insurance from Goods and Services Tax (GST), a move that could bring down costs and boost insurance penetration.

    ITR marked invalid due to tech glitch? Income Tax Dept issues THIS big relief for taxpayers

    The move comes in response to grievances received by the Centralized Processing Centre (CPC) in Bengaluru, which highlighted that returns from various assessment years were wrongly invalidated due to system glitches.

    Greeting Of The Day


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    Testimonial

    Mr. and Mrs. Deshmukh

    Mr. and Mrs. Deshmukh

    We never thought we'd be able to retire comfortably, but thanks to the guidance of Mr. ABC, we feel confident that we'll be able to enjoy our golden years. He helped us create a customized retirement plan that was tailored specifically to us. We are happier with the results.
    Dr. Radhika Shah

    Dr. Radhika Shah

    Working with Mr. ABC, has been an incredibly valuable experience. He has helped me create a secure future for my family as well as a concrete roadmap for my financial success.

    Blog

    Why You Must Secure Your Retirement Income Before Interest Rates Fall Further

    Why You Must Secure Your Retirement Income Before Interest Rates Fall Further

    Retirement Planning   2025-06-06   Ranjan Nagarkatte Blog
    World Savings Day : Why savings is necessary?

    World Savings Day : Why savings is necessary?

    Financial Planning   2023-10-30   Ranjan Nagarkatte Blog
    Every Woman Deserves Financial Freedom

    Every Woman Deserves Financial Freedom

    Financial Planning   2023-03-08   Ranjan Nagarkatte Blog

    FAQ

    Buying life insurance protects for your dependents after you. It provides financial security, helps to pay off debts, live life smoothly even after you. Life insurance can give you lasting peace of mind in terms of the assurance that you have provided a legacy. It gives… Guaranteed protection, Income replacement, Guaranteed cash value growth
    LIC is one of the largest insurance companies in India which offers wide range of life insurance plans. LIC offers term plans with affordable premiums and high coverage. LIC has good Claim Settlement ratio compare to other Life Insurance Companies. It has raised Trust over the years. With its customer-centric approach, LIC has become one of the top Life Insurers in India, and 5th largest in the world. For more details, you can call me on my given number in Contact Us page.
    We never know because Emergency never knocks, it comes suddenly. Risinsg medical costs shouldn’t be the hurdle to get superior medical treatment. We should have Health Insurance because it protects our savings during medical emergencies. It provides cashless claim benefit, which allows you to take care of your health instead of worrying about hefty medical bills.
    Changing the nominee in LIC policy is a simple process. You need to notify the Life Insurance Corporation of India by filing form 3750. Documents required for nominee change...1) Form 3750 2) The relationship proof between the policyholder and the person being nominated. 3) Policy contract (for endorsement). 4) The LIC policy photocopy You can make this change multiple times during your policy term.
    You can update your Contact Address on your policy based on Offline Aadhaar. Tap on the below given link and follow the process. Link : https://ebiz.licindia.in/D2CPM/?_ga=2.155407163.1855131267.1643959747-1137006311.1629281366#SelfAddressChange
    You can pay premium online by clicking on the link given below. https://licindia.in/Home/Pay-Premium-Online It will redirect you on LIC website. If you don’t want to register then you can select ‘Pay Direct’ option. 1) Select Renewal option from the drop down list. 2) Put Policy No, DOB, Mobile Number, Email id & Premium (without any tax) 3) And Pay the Premium