About Us

Leena Kapoor

Advisor Code 00002559

I specialize in wealth management and financial planning for individuals and family groups. I develop scalable and customizable financial solutions that deliver competitive financial returns.
I start customer relationships with a personalized conversation that covers the basics, guaranteeing lifestyle, being ready for the unexpected, and leaving an inheritance. I first break your financial goals into doable steps that will take the uncertainty out of planning for your financial future. I help you feel more confident and comfortable with your finances.
It’s definitely true that with the right financial advisor, life will be peaceful and happy!!


Vision

To provide need-based solutions for achieving financial goals for every stage of life for all my customers.

Mision

Mission is to provide Adequate Insurance to my Clients, with the best available value for money options.


Achievements

Qualified for prestigious international MDRT in year’s 2016,2017,2018,2020,2021
Achieved the prestigious “Core of The Table” (COT) in the year 2019.

Why Life Insurance


Life insurance is not about putting a value on your life. After all – life is priceless.
The key purpose of enrolling in a life insurance plan is to make sure that your family has enough money to provide for themselves if you were to meet any eventuality.

Importance of Life Insurance

Our Products

VIEW ALL >

Infographics

VIEW ALL >

Quiz

We request you to spare three minutes of your time to test your financial knowledge.

Just click here to test your knowledge in financial domain in flat three minutes.
VIEW ALL >

Blog

Blog1

Blog2

Videos



VIEW ALL >

Contact Us