About Us

MR. MAHENDRA PAL SINGH BHATIA

This is a small attempt from our side to provide accurate information about our team and services which we procured to our clients on their  fingertips for their convenience...

About the Founder and Team .......

While money can’t replace you, it can certainly help ease your family’s suffering and allow them to live the kind of life you would have”  Mr. Mahendra Pal Singh endorses this statement and wished to carry this message to thousands of people, in creating the awareness of financial stability for the last 19 years or so by choosing a career of Insurance Advisor

 

Mahendra Pal Singh Bhatia (member MDRT (USA), member ZONAL MANAGER’S CLUB) STARTED HIS CAREER WITH LIC SINCE 2003 have achieved 13 times continues MDRT membership – Million Dollar Round Table Crown, Highest International Award in Insurance Domain, 12 years ZONAL Manager membership. He is basically a technocrat with Diploma in ITI, however he developed enormous interest in financial terminologies annuity, Risk factoring value creation etc. Mr. Mahendra Pal Singh decided to start his Career as Insurance Consultant because of his special love for financial planning and modern mantra’s of saving and value creation out of small savings

You may find other advisors selling policy, collecting Insurance premium, but we believe our expertise separates us from all others. Merely selling a policy is not our job. We understand the dynamics that drive the financial market, and how to apply that knowledge to enhance the quality of the client’s data for our client’s need and their dream of enhancing the value of investment and Insurance portfolio. It’s our aim to stand besides you and extend the helping hand all along our relations with you even after policy period. Our relation with our clients is everlasting once it is established and we believe in the principle of service & bridging the gap between Insurer and Insured

We’re able to show you how to find the specific types of products you’re looking for so that your efforts and resources are used in the most efficient manner possible. Our one to one counselling, at the doorstep of you, provides our clients, the best possible information based on which, client makes the decision and we help only analysing the product and data provided to us

The founder is assisted by very able Mrs. Parvinder Kaur Bhatia, who joins Mr. Mahendra Pal Singh in every step of career. They together have mission and vision aligning with that of the great corporation of our country Life Insurance Corporation.  Founder’s objective for their clients is to  "Ensure and enhance the quality of life of people through financial security by providing products and services of aspired attributes with competitive returns, and by rendering resources for economic development."

 

  • We have been servicing 800 + families and over 1300 + policies
  • We believe dedicated services for all our clients. We provide planning for future provisions and create a portfolio according to need of our customers.
  • Our customers are always happy and satisfied being in our TEAM.
  • We have been working as a customer focused advisor for 19 years.
  • Galaxy club from 1 year

 

Premium collection centre at

NO.002, Ground Floor, Madhuban Laxmi Nivas
Deshpande Nagar Hubli

 

Cheque collection service from the residence and office on seven days in the week

Services offered ;

  • Premium payment
  • Loan services
  • Insurance claim services
  • Surrender Value
  • Bonus Status
  • Policy Status.
  • We provide General Insurance Services, Vehicle Insurance, Mediclaim, Shop Insurance etc.


Why Us?

Mahendra Savings and Wealth Creation Insurance solutions may not be the only insurance solutions firm, but we can guarantee that we will meet your expectations with:

·    - Honest and full communication. We keep our clients’ requirements a priority and stay interactive to offer the best services

·    Exceptional customer service

·     - Professional Insurance & Wealth Advisory services backed by experience and expertise

Having had 19 years of experience, we are proud to offer you the best of services and customer treatment.