Devendra Yadav

Devendra Yadav Email and Phone Number

Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner @ INSURE HEALTH WEALTH
bombay, maharashtra, india
Devendra Yadav's Location
Mumbai, Maharashtra, India, India
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

Devendra Yadav's Current Company Details
INSURE HEALTH WEALTH

Insure Health Wealth

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Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner
bombay, maharashtra, india
Employees:
4
Devendra Yadav Work Experience Details
  • Insure Health Wealth
    Founder - Insure Health Wealth
    Insure Health Wealth Jan 2009 - Present
    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 bonds
  • Wealth4U Limited
    Tax Planner / I T Practitioner
    Wealth4U Limited Feb 2003 - Dec 2008
    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 preparation of his clients, meeting them personally & also for their Tax Saving Investments.
  • Msm & Associates, C A Firm
    Senior Office Assistant
    Msm & Associates, C A Firm Jan 1997 - Jan 2003
    Mumbai, Maharashtra, India
    Computer Accounts Writing, Attending Sales Tax / Service Tax / Income Tax Scrutiny, Audits, Filling & Finalization of Accounts, Income Tax return fillings etc
  • Mohan Bhabhera & Co.
    Office Assitant
    Mohan Bhabhera & Co. Apr 1996 - Dec 1996
    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
  • M/S Rex & George
    C A Article-Ship
    M/S Rex & George Mar 1993 - Feb 1996
    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

Frequently Asked Questions about Devendra Yadav

What company does Devendra Yadav work for?

Devendra Yadav works for Insure Health Wealth

What is Devendra Yadav's role at the current company?

Devendra Yadav's current role is Financial Planner | Health Insurance | Life Insurance | Business Continuity Planner.

What schools did Devendra Yadav attend?

Devendra Yadav attended National Institute Of Securities Markets, Chitkara University, Laxmi Education Societys Chinai College Of Commerce & Economics Dr S Radhakrishnan Marg Andheri East Mumbai 400 069.

Who are Devendra Yadav's colleagues?

Devendra Yadav's colleagues are Devendra Yadav.

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