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: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] | ||