Jayanti Rawat

About Me

I am Jayanti Rawat a Delhi based Financial Consultant with a passion for helping individuals and families achieve financial security. With over 25+ Years of experience in the healthcare industry, I specialize in providing expert financial advice to help people safeguard their futures. I have dedicated the last six years of my career to focusing on Life and Health Insurance advising, ensuring that my clients have the protection they need to secure their loved ones’ well-being.

I would be happy to share that I am a MDRT (Million Dollar Round Table) advisor, which is the highest award in the insurance industry.

I specialize in offering comprehensive insurance solutions tailored to meet your unique needs. My expertise spans across Health and Life Insurance, ensuring that you and your loved ones are well-protected. Moreover, I extend my services to encompass health insurance, offering a range of health policies that provide coverage not only locally but also on a global scale. Your well-being is my priority, and I am committed to guiding you towards making informed decisions that offer peace of mind and financial security.

I organize free medical camps in my Uttarakhand community to improve healthcare access and I hope to one day reach as many people as possible. These camps provide information and raise awareness about various diseases.

I extend my services both in India and abroad, including countries like Australia and Canada. Feel free to reach out to me anytime. You can also contact me through the form given below. As a member of our community, you can trust me for financial advice.

Membership:
1. Lifetime Membership – Khatli Samajik Vikas Mandal, Delhi
2. Executive Member – Himalaya Co-operative (Urban) Thrift and Credit Society Limited, Delhi

Vision

At my financial advisory practice, our vision is to empower you to achieve your financial dreams. We believe in a personalized approach, taking the time to understand your unique goals and challenges. Together, we’ll create a roadmap that guides you toward financial security and success. Our commitment to transparency, expertise, and ongoing support ensures that we’ll be your trusted partner on your financial journey. Your vision becomes our mission, and we’re dedicated to helping you turn it into a reality.

Mission

My mission as a financial consultant is to empower you to achieve your financial goals and secure your financial future. I believe in personalized strategies, transparent guidance, and unwavering support to help you make informed decisions. Together, we’ll navigate the complexities of financial planning, whether it’s investing, retirement, or wealth management, with a clear focus on your unique aspirations. My commitment is to be your trusted partner on this financial journey, ensuring your financial well-being is prioritized every step of the way.

What I Do?

I’m here to help you achieve your financial goals. Whether you’re planning for retirement, investing, managing taxes, or securing your family’s future, I provide tailored financial guidance. With expertise in comprehensive financial planning, investment management, and risk mitigation, I’m your partner on the path to financial success.

What makes me unique?

I stand out in the financial advisory industry by offering a highly personalized approach to your financial goals. With a comprehensive range of services, including investment management, retirement planning, and tax optimization, I provide a one-stop solution to meet your unique needs. Clear communication, a commitment to financial education, and unwavering ethical standards are at the core of my practice. My track record of delivering successful outcomes speaks to my dedication and expertise.

How I Can Shape Your Financial Life?

Transforming your financial future is my primary mission. I work closely with you to create a roadmap that leads to your financial goals. From building a solid investment portfolio that aligns with your risk tolerance and aspirations to crafting a comprehensive retirement plan, I provide the expertise and guidance you need. Together, we’ll explore tax-efficient strategies, protect your assets with sound insurance planning, and ensure your legacy through thoughtful estate management. I believe in your financial empowerment, so I take the time to educate and inform, helping you make informed decisions. My commitment to your financial well-being is unwavering, and I’m here to be your partner in shaping a secure and prosperous financial life. Let’s start the journey to your financial success today.

How can I create value?

Creating value as a financial advisor is my primary goal. I believe in understanding each client’s individual financial situation, aspirations, and concerns to provide tailored guidance and solutions. By offering personalized financial strategies, I aim to help clients make informed decisions that align with their goals, whether it’s optimizing investments, managing debt, or planning for retirement. My commitment to transparent communication and staying up-to-date with the latest financial trends and regulations ensures that I can deliver enduring value as your trusted financial partner.

My Services

My dedication to delivering outstanding financial solutions has earned me prestigious awards in the finance sector, highlighting my commitment to excellence.

0 Cr.
Worth Claims Settled
50 +
Active Clients
5 +
Years of Expertise
2 +
Awards

Social Activities

Health Awareness Stall Placed at Deeba Mandir, New Delhi

Health Camp Organised at Himalaya Society, Almora Bhawan, New Delhi

Health Awareness program at Vasundhara Ghaziabad

Health Awareness Stall at Crown Plaza, New Delhi

Health Awareness Stall at Igas Mahotsav, Nirala State, Noida

Awards

My dedication to delivering outstanding financial solutions has earned me prestigious awards in the finance sector, highlighting my commitment to excellence.

Testimonials

Hear from satisfied clients who have experienced the positive impact of my financial expertise and guidance.

Recommendation
10/10

Customers rated 10/10 to recommend my services to others.

Service
10/10

Customers rated 10/10 for my services.

Customer Experience
10/10

Customers rated 10/10 for their experience.

Gallery

Browse through a collection of images that provide a glimpse into our world, our values, and our commitment to exceptional service.

Contact Details

Book an appointment today to discuss your financial needs and create a customized wealth management plan.