VENKATESHWAR LIFE PLANNER was incorporated by Mr. Mahesh Subhash Tolanure in 1999 with a mission to provide financial advice to the clients and ensure their financial freedom.
Mr. Mahesh Subhash Tolanure is a certified investment advisor with various commendations in his cap.
Under the guidance of Mr. Mahesh Subhash Tolanure, at VENKATESHWAR LIFE PLANNER we execute best practices that have been fine-tuned in industry and market research & studies.
Our team is there for you whether it is a service issue or a coverage question or a review of your financial wellbeing. At every step our team will conduct a need analysis and then suggest you appropriate investment option required to protect and add to your financial portfolio. We ensure that you are aware of all your investment options and educate you best to choosing one.
Our Philosophy
We want to be your trusted advisors for the long term, so we give you the decision tools rather than making decisions for you. We want to educate you because an educated client is a good client.
Our core values
Our team works on few core values which define the standard of services we offer
- Customer first always
- Shared ownership
- Trust & integrity
- Complete transparency
- Service is what builds relationship
- And last but not the least financial health of a person is as important as physical health
Our acheivements
- Chairman Club Membership - Highest Club Membership in LIC
- MDRT 2 Times - Million Dollor Round Table - Highest Recognition in Insurance Domain
- Crorepati Agent
- No 1 Insurance Consultant in Kalyan