Welcome To SIMKIN INVESTMENT

Welcome To SIMKIN INVESTMENT

THE FIRM

Simkin Investment has a valued client base of more than 3000 satisfied clients, who have opted for life & non life insurance policies over the span of 19 Years. An individual once enrolled with us is a client for life time. We in simkin investment believe in providing service to our valued clients. These services include; expert guidance to plan investment based on individual’s personal needs, availability of funds and risk bearing capacity.
Investors affiliated with us enjoy lifetime prompt service. We provide timely reminders for payment of premiums to nullify the risk of lapsed policy. We have seen our clients grow financially, which indirectly encourages our growth. We are grateful for all the individuals who helped us reach where we are today; all the investors for trusting us with their financial planning may it be LIC, New India assurance, postal schemes or mutual fund. We Thank all our clients , for being a part of our Simkin family.

PROFILE


Simkin Investment was started by Sneha Manjrekar in the year 2001. She is a graduate who holds LIC’s authorized agent ship. She has qualified for M.D.R.T (million dollar round table conference U.S.A) consistently for the year (2018-2019) & (2019 – 2020). And is the top performing Insurance advisor of branch no: 91.

Her strong communication and Presentation skills helped her to generate Business from New clients & referrals. The strong entrepreneurial qualities and long term Vision felt the need for a professional approach to clients . In the Year 2004 a Full-fledged office of simkin investment was incorporated in Vasai. With staff getting recruited, to work on marketing, admin and managerial work of the firm. It is a technologically driven firm.
She is affiliated with Indian  institute of  excellence since 2004,which is one of the best training institutes of LIC agents. This shows her dedication and passion towards financial planning. She is always positive when it comes to upgrade her skills and knowledge so as to provide her clients with more clarity for investments.


FINANCIAL PLANNING


 Needs are subjective in nature. Due to which, an individual's insurance needs and requirements differ from person to person. LIC offers various insurance plans, and an agent is a person who according to your needs suggests you policies that talks to you individually and is the most suitable options that can fit your requirement.

We in Simkin investment understand the needs of the person. It may be for retirement purpose, security reasons, for family or even combination of all these needs. It’s here where we play an important role, by offering customized solutions as to what is the best alternative such as individual plan or a combination of plans based on the requirement of the client and availability of funds. Our solutions are in forms of illustrations and presentation which is very easy for the person to understand, resulting in quick decision making


 We expect, 20 minutes of your time where we can understand your requirement, analyse your needs and provide you a detailed Plan as per your future requirement.