About Us
Samir Kotak
Our Team…..
Samir Kotak believes that “Providing Financial Services is his business. Touching lives is his objective”. He started his journey in Life Insurance at a fairly young age, with a mission of “Adding more Growth to life of all individuals by providing personal touch, security & customized solutions to make their financial dreams come true”. His work has now expanded both nationally and internationally with considerable NRI clients spreading his achievements the world over.
Motivated Learning:
An avaricious and motivated learner Samir Kotak has been attending various Programs and Conferences in India and abroad to keep himself updated with the latest trends and technologies for the benefit of his clients. He has successfully completed the following training programs and continues to sharpen his skill for the sole benefit of serving his clients better. Some of his credentials include:
- Chartered Institute of Security & Investment (CISI-UK)
- Company Secretaries of India. Member of Institute
- LLB (g) from Law College of Mumbai - Ruparel College
- Master of Business Administration (MBA)
- The Strategic Coach Program by Dan Sullivan at Chicago USA and London..
- Leadership Development Programmer, at Indian institute of Excellence -
- Certified Financial planner ( CFP)
- IFPA- institute of financial professional association.
On the path of enrichment:
- Chief Life Insurance Advisor.
- diamond club member of CLIA.
- Corporate Club Member for Top Agents of LIC of India.
- Member of Million Dollar Round Table (USA) (Apex Body for Life Insurance Agents.)
- Qualified & attended All India ACE Agents Convention.
- Qualified for the Court of the Table (World’s 2nd best Title for an Insurance Agent)
- Has attended the MDRT Annual Meets and COT Annual Meets in USA.
Meet Mr Samir kotak - Chief advisor & chief financial planner.
Paying it forward:
Samir Kotak adopted an extraordinary practice of going through the ‘obituary column’ of the local newspaper and volunteering free services to help to get the death claim settled. Team Samir Kotak is always ready to help resolve problems and offer services to anyone who walks into their office. On date they provide free service to 15,965 orphan policy holders. Their advertisement holds its permanent place above the obituary column of leading newspapers.
Samir Kotak attributes his learning to his valuable clients. To share his learning experiences with his peers he penned a book in which he has narrated his learning process along with simple and practical ideas that he adopted to reach the top. The book was released by then LIC dignitary The book is also available on Amazon. Translation of book in Hindi, Marathi and Gujarathi is in process.
From his early days Samir Kotak adopted an extraordinary practice of going through the ‘obituary column’ of the local newspaper and volunteering free services to help to get the death claim settled. Even today Team Samir Kotak h is always ready to help get claims settled, resolve problems and offer services to all those who seek advice thereby practically demonstrating what life insurance does. They provide free service to 1 5,965 policies till date. Their advertisement holds its permanent place above the obituary column of leading newspapers.
How can Samir Kotak help & vision to contribute ?
Samir Kotak can convert your dreams into your destiny. He creates value by:
- Live in Abundance.
- Planning for your future
- Helping you to take Wealth decisions
- Helping in improving personal relationships
- Improving your Quality of Life
- Energizing your thoughts
- Building your confidence
- Encouraging you to live your values
- Inspiring innovation
- Balancing your personal and professional ambitions
- Helping you to take Life decisions
- Build your Vision & gain
