Ladhulal Mehta: Difference between revisions
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| caption = Ladhulal Mehta | | caption = Ladhulal Mehta | ||
| nationality = Indian | | nationality = Indian | ||
| occupation = Founder, Insurance and Financial Consultant | | occupation = Founder, Insurance and Financial Consultant, AMFI Certified Mutual Fund Distributor | ||
| profession = Financial Advisor | | profession = Financial Advisor | ||
| education = Diploma in Pharmacy – SJRC College of Pharmacy, Anand Rao Circle | | education = Diploma in Pharmacy – SJRC College of Pharmacy, Anand Rao Circle | ||
| yearsactive = 1992–Present | | yearsactive = 1992–Present | ||
| employer = Celebrate Insurance & Financial Services | | employer = Celebrate Insurance & Financial Services | ||
| knownfor = Goal-based Financial Planning, Insurance Advisory and Wealth Protection | | knownfor = Goal-based Financial Planning, Insurance Advisory and Wealth Protection, AMFI Certified Mutual Fund Distribution | ||
| website = https:// | | website = [https://celebrateinsurance.in/ celebrateinsurance.in] | ||
}} | }} | ||
Ladhulal Mehta is an Indian insurance and financial consultant and the founder of Celebrate Insurance & Financial Services, a financial advisory firm based in Chamrajpet, Bangalore. With more than three decades of experience in the insurance and financial services industry, he is known for promoting goal-based financial planning and providing insurance, investment and wealth protection solutions for individuals, families and corporate clients. | Ladhulal Mehta is an Indian insurance and financial consultant and the founder of Celebrate Insurance & Financial Services, a financial advisory firm based in Chamrajpet, Bangalore. With more than three decades of experience in the insurance and financial services industry, he is known for promoting goal-based financial planning and providing insurance, investment and wealth protection solutions for individuals, families and corporate clients. | ||
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==Career== | ==Career== | ||
Ladhulal Mehta entered the insurance industry in 1992 and established Celebrate Insurance & Financial Services to provide comprehensive insurance and financial advisory solutions. | Ladhulal Mehta entered the insurance industry in 1992 and established Celebrate Insurance & Financial Services to provide comprehensive insurance and financial advisory solutions. He is also an AMFI Certified Mutual Fund Distributor, enabling him to offer mutual fund investment advisory alongside his insurance and financial planning services. | ||
As Founder and Director of Sales & Marketing, he leads a professional team serving more than 500 families and over 50 corporate clients. His advisory approach focuses on understanding every client's financial goals before recommending insurance or investment products. | As Founder and Director of Sales & Marketing, he leads a professional team serving more than 500 families and over 50 corporate clients. His advisory approach focuses on understanding every client's financial goals before recommending insurance or investment products. | ||
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==Services== | ==Services== | ||
* AMFI Certified Mutual Fund Distribution | |||
* Goal-Based Financial Planning | * Goal-Based Financial Planning | ||
* Life Insurance Solutions | * Life Insurance Solutions | ||
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* BM Club Member – Life Insurance Corporation of India (January 2000) | * BM Club Member – Life Insurance Corporation of India (January 2000) | ||
* DM Club Member – Life Insurance Corporation of India (January 2003) | * DM Club Member – Life Insurance Corporation of India (January 2003) | ||
* Built a trusted insurance advisory practice serving more than 500 families. | * Chairman's Club Member – Life Insurance Corporation of India | ||
* Expanded Celebrate Insurance & Financial Services into an authorised advisory partner for | * MDRT (Million Dollar Round Table) – 19 Times Qualifier | ||
* COT (Court of the Table) – 2 Times Qualifier | |||
* TOT (Top of the Table) – 1 Time Qualifier | |||
* Built a trusted insurance advisory practice serving more than 500 families and over 50 corporate clients. | |||
* Expanded Celebrate Insurance & Financial Services into an authorised advisory partner for more than 16 leading insurance companies. | |||
* Recognized for promoting a goal-based financial planning approach and comprehensive insurance advisory services. | |||
==Professional Memberships== | ==Professional Memberships== | ||
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[[File:l8.jpeg|400px]] | [[File:l8.jpeg|400px]] | ||
[[File:l4.jpeg|400px]] | [[File:l4.jpeg|400px]] | ||
[[File:l2.jpeg|400px]] | [[File:l2.jpeg|400px]] | ||
[[File:L1.jpeg|400px]] | [[File:L1.jpeg|400px]][[File:lal.jpeg|400px]] | ||
==External Links== | ==External Links== | ||
* [https://celebrateinsurance.in/ Website - celebrateinsurance.in] | |||
* [https://www.linkedin.com/in/ladhulalmehtablr LinkedIn – Ladhulal Mehta] | * [https://www.linkedin.com/in/ladhulalmehtablr LinkedIn – Ladhulal Mehta] | ||
* | * https://jsdl.in/RSL-ITE1783763965 | ||
* [https://youtube.com/@celebrateinsurancefinancialser YouTube – Celebrate Insurance & Financial Services] | * [https://youtube.com/@celebrateinsurancefinancialser YouTube – Celebrate Insurance & Financial Services] | ||
* [https://whatsapp.com/channel/0029Va5D6PeEQIapeGWdWs2u WhatsApp Channel] | * [https://whatsapp.com/channel/0029Va5D6PeEQIapeGWdWs2u WhatsApp Channel] | ||
Latest revision as of 04:38, 12 July 2026
Ladhulal Mehta is an Indian insurance and financial consultant and the founder of Celebrate Insurance & Financial Services, a financial advisory firm based in Chamrajpet, Bangalore. With more than three decades of experience in the insurance and financial services industry, he is known for promoting goal-based financial planning and providing insurance, investment and wealth protection solutions for individuals, families and corporate clients.
Education
Ladhulal Mehta completed a Diploma in Pharmacy from SJRC College of Pharmacy, Anand Rao Circle, between 1985 and 1987.
Career
Ladhulal Mehta entered the insurance industry in 1992 and established Celebrate Insurance & Financial Services to provide comprehensive insurance and financial advisory solutions. He is also an AMFI Certified Mutual Fund Distributor, enabling him to offer mutual fund investment advisory alongside his insurance and financial planning services.
As Founder and Director of Sales & Marketing, he leads a professional team serving more than 500 families and over 50 corporate clients. His advisory approach focuses on understanding every client's financial goals before recommending insurance or investment products.
Celebrate Insurance & Financial Services is an authorised advisor for more than 16 leading insurance companies, enabling customers to compare and select suitable products across life insurance, health insurance, motor insurance and commercial insurance.
The organisation also offers digital portfolio management through the My Wealth App, allowing clients to monitor investments, insurance policies, portfolio summaries and renewal schedules.
Services
- AMFI Certified Mutual Fund Distribution
- Goal-Based Financial Planning
- Life Insurance Solutions
- Health Insurance
- Family Floater Plans
- Senior Citizen Health Plans
- Motor Insurance
- Commercial Insurance
- Marine Insurance
- Fire Insurance
- Burglary Insurance
- Group Health Insurance
- Workmen Compensation Insurance
- Retirement Planning
- Child Education Planning
- Wealth Creation
- ULIPs
- Risk Management
- Insurance Portfolio Analysis
Leadership
Ladhulal Mehta believes financial planning should begin with understanding a client's long-term goals rather than selling financial products. His advisory model focuses on risk assessment, wealth creation, family protection and long-term financial security.
Achievements
- BM Club Member – Life Insurance Corporation of India (January 2000)
- DM Club Member – Life Insurance Corporation of India (January 2003)
- Chairman's Club Member – Life Insurance Corporation of India
- MDRT (Million Dollar Round Table) – 19 Times Qualifier
- COT (Court of the Table) – 2 Times Qualifier
- TOT (Top of the Table) – 1 Time Qualifier
- Built a trusted insurance advisory practice serving more than 500 families and over 50 corporate clients.
- Expanded Celebrate Insurance & Financial Services into an authorised advisory partner for more than 16 leading insurance companies.
- Recognized for promoting a goal-based financial planning approach and comprehensive insurance advisory services.
Professional Memberships
- JITO (Jain International Trade Organisation)
- BNI (Business Network International)
- Rotary
- JBN (Jain Business Network)
Gallery
