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

About Us

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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.

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Life Insurance

New Endowment Assurance

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New Jeevan Anand

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New Single Endowment Assurance

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Jeevan Lakshya

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Jeevan Labh

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Bima Jyoti

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Jeevan Azad

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Nav Jeevan Shree - Limited Premium

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Nav Jeevan Shree - Single Premium

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New Children’s Money Back

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Jeevan Tarun

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Amritbaal

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New Money Back 20 Years

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New Money Back 25 Years

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Bima Shree

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Bima Ratna

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New Endowment Plus

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Nivesh Plus

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New Pension Plus

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Index Plus

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Jeevan Umang

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Jeevan Utsav

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New Jeevan Amar

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Saral Jeevan Bima

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Yuva Term

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Yuva Credit Life

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New Jeevan Shanti

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Jeevan Akshay VII

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Saral Pension

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Smart Pension

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Micro Bachat

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Our Achievements

16 Yr
EXPERIENCE AS FINANCIAL ADVISOR
5812 +
HAPPY CUSTOMER SERVED TILL DATE

Health Insurance

Star Health Insurance

Star Health Insurance

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Gallery

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Testimonial

Blog

World Savings Day : Why savings is necessary?

World Savings Day : Why savings is necessary?

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

Every Woman Deserves Financial Freedom

2023-03-08
Ranjan Nagarkatte Blog
Financial Planning

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

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