Ladhulal Mehta

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)