Devendra Yadav
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Devendra Yadav Email & Phone Number

Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner at INSURE HEALTH WEALTH
Location: Mumbai, Maharashtra, India 5 work roles 3 schools
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Current company
Role
Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner
Location
Mumbai, Maharashtra, India
Company size

Who is Devendra Yadav? Overview

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Devendra Yadav is listed as Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner at INSURE HEALTH WEALTH, a company with 4 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Devendra Yadav.

Devendra Yadav previously worked as FOUNDER - INSURE HEALTH WEALTH at Insure Health Wealth and TAX PLANNER / I T PRACTITIONER at Wealth4U Limited. Devendra Yadav holds Rvcc, Finance, General, A from National Institute Of Securities Markets.

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INSURE HEALTH WEALTH

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About Devendra Yadav

INSURE HEALTH WEALTH has established the legacy of growth and commitment in providing investment advisory catering to each individual’s needs. We operate on the core philosophy of customer Centricity. Our profound relations with our clients has made us a synonymist of Wealth, growth, Confidence and Success. We have developed and implemented various initiatives to provide cost-effective products,paramount quality services,steady fund performance and a hassle-free claim settlement experience to our customers since our inception.We have a team of professionals dedicated to serve with conviction. Our financial advisor has a clear understanding of what a person wants to accomplish and helps them through the route of achievement. We use technologically advanced software to create best suitable financial plan that aligns with an individual’s priorities. Consistently, it is measured, tracked and updated as per changing life style. We assure you of complete reliance and satisfaction.INSURE HEALTH WEALTH is today known as a holistic service provider with a rational approach to Personal Financial Planning & Financial advisory services for clients across the globe.Vision:To build an enduring and committed organisation that serves the purpose of long-term customer satisfaction with the effectiveness and sensitivity. We match our standards with the stringent quality control measures we operate from.To provide outstanding and unsurpassed services that together deliver premium value to our customers by developing positive difference and integrity in our actions.Mission :To be a global conglomerate and a leader in the financial planning sector.Owing to our enriched industrial experience, we are devoted towards offering a peerless and top-notch customer centric quality.Core Values: The way we do things each time and every time:The ongoing success of our company will be based in its unflinching commitment to the following 7 core values –• Integrity• Customer Centric• Boundless• Humility• Passion• Infectious energy • Transparency Our approach:• Is always imbibed by research and facilitated by expert advisers• Draws a clear picture with a clear framework for taking rational decisions• Delivers most dynamic and novel plans and policies to suit individualized investment portfolios• Incorporates engaging and easy to use digital tools• Collaborative approach

Current workplace

Devendra Yadav's current company

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INSURE HEALTH WEALTH
Insure Health Wealth
Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner
bombay, maharashtra, india
Employees
4
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5 roles

Devendra Yadav work experience

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Founder - Insure Health Wealth

Current

Mumbai, Maharashtra

Financial Planning as per need, goal & duration. I have more than 1000 satisfied clients. I do my clients investments through LIC, TATA AIA for Life, Star Health, Religare Health Insurance, The Oriental Insurance Company, HDFC Ergo (Earlier Apollo Munich health Insurance) for the Mediclaim Insurance & direct with all the mutual funds & different types of.

Jan 2009 - Present

Tax Planner / I T Practitioner

Mumbai, Maharashtra, India

Associated with C A Milan Chitalia, my good friend. He was working under me in M/s MSM & Associates, C A firm for 10 months. Later on he left office and I also have left that office & started jointly freelancing work with him. He has lawyers clients from J Sagar & Associates, Amarchand & Managaldas, AZB & Partners etc. I use to help him for the Income Tax.

Feb 2003 - Dec 2008

Senior Office Assistant

Msm & Associates, C A Firm

Mumbai, Maharashtra, India

Computer Accounts Writing, Attending Sales Tax / Service Tax / Income Tax Scrutiny, Audits, Filling & Finalization of Accounts, Income Tax return fillings etc

Jan 1997 - Jan 2003

Office Assitant

Mohan Bhabhera & Co.

Mumbai, Maharashtra, India

During the period of 9 months, I had handled Sales Tax Work, Income Tax Work, attending departmental scrutiny for the Sales Tax, Income Tax, preparing Income Tax returns, finalizing etc

Apr 1996 - Dec 1996

C A Article-Ship

M/S Rex & George

Mumbai, Maharashtra, India

During Articled Ship I have done Bank Audits (Statutory Audit, Concurrent Audit, Revenue Audit, Stock Audit, Inspection Audit etc for the various banks), manual account writing, Sales Tax work etc

Mar 1993 - Feb 1996
3 education records

Devendra Yadav education

FAQ

Frequently asked questions about Devendra Yadav

Quick answers generated from the profile data available on this page.

What company does Devendra Yadav work for?

Devendra Yadav works for INSURE HEALTH WEALTH.

What is Devendra Yadav's role at INSURE HEALTH WEALTH?

Devendra Yadav is listed as Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner at INSURE HEALTH WEALTH.

Where is Devendra Yadav based?

Devendra Yadav is based in Mumbai, Maharashtra, India while working with INSURE HEALTH WEALTH.

What companies has Devendra Yadav worked for?

Devendra Yadav has worked for Insure Health Wealth, Wealth4U Limited, Msm & Associates, C A Firm, Mohan Bhabhera & Co., and M/S Rex & George.

Who are Devendra Yadav's colleagues at INSURE HEALTH WEALTH?

Devendra Yadav's colleagues at INSURE HEALTH WEALTH include Devendra Yadav.

How can I contact Devendra Yadav?

You can use AeroLeads to view verified contact signals for Devendra Yadav at INSURE HEALTH WEALTH, including work email, phone, and LinkedIn data when available.

What schools did Devendra Yadav attend?

Devendra Yadav holds Rvcc, Finance, General, A from National Institute Of Securities Markets.

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