About Us
Mr. Kiran Hari Songada
Mr. Kiran Hari Songada is a certified Insurance and savings advisor with India’s leading Insurance providing company LIC, with MDRT Crown.
In his words, “My mission is to make my clients understand the actual cost of all his investment decisions in the event of any change in life circumstances.”
His sound advisory on developing a successful financial plan for his clients revolves around six basic principles or in other words his working plan includes six simple steps
- Understanding client need & objectives
- Gathering information
- Analyzing the information
- Proposing various solutions and alternatives
- Implementing final plan as per client
Why choose me as your financial advisor
- Sound industry knowledge
- Over 15 years of experience
- Varied range of products
- Flexibility
- Regular review of your financial products & needs
- On time service
- Expert in Financial Planning
We do this with highest levels of trust, integrity and respect. We are dedicated to Educating, and providing informed direction to each and every client.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
We want to know what your goals are asset protection and wealth creation or provide income replacement and asset protection in the event of any mishap.
With these goals in mind, we will work together to assess your total financial planning needs. We will work with you to create a plan including solid insurance and investment products flexible enough to meet your changing needs.
Our team members follow few basic core values
Trust: Trust is integral in our relationships just like empathy and the ability to understand. We’ll earn your trust by doing what we say we’ll do.
Engaged Relationships: Our proactive approach to connect and engage allows us to partner with you, as we build our relationship and not to forget your financial portfolio.
Stability & consistency: We have been in this industry for over and this allows us to advice you on the best suitable investment options available which deliver consistent returns