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[Services]

What are we offering

We not only offer all Financial Solutions to achieve your Financial Goals but also coach you on various aspects of Managing your hard earned money

Insurance Planning

Insurance Planning is the process of insuring your Life, Health & other Assets so that your family can live life peacefully without worrying about the future. It is the process of Risk Transfer from you to Insurance company for a consideration called Premium

Investment Planning

Once the Insurance is done, next step is to plan your Other Financial Goals Like Child Education, Their Marriage, your Retirement by putting your money in Inflation beating Asset Class so that your Purchasing Power can be retained and you reach your Goals Faster

[Testimonials]

What Our Client Says

We are because of our customers. We are not doing him a fever by serving him . He is doing us a favor by giving us an opportunity to do so.

  • I am 39 years old. I was not aware about life security, safe investment till 36 Years age. I met Dipali Pandya and she started to guide me on various ways of investment. So, from 2017 I have started SIP of 2k. As on today i have increased it up to 10K. I strongly follow guidance of Ms. Dipali Pandya & I can see the growth of my Investment. So, I can say First Invest Insure is one of the best service provider.

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  • First Invest Insure is a reliable name get consulting to achieve Financial Goals. I have not seen them selling their product or services; rather they customize the services as per customer's need. You can feel love, commitment and depth of required knowledge to cater the services.

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  • A highly professional financial manager, that has been managing our assets since years. Be it financial goal setting, retirement planning or any other work/advice related to finance/ banking, First Invest Insure the best in town. Highly knowledgeable and practical team.

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  • Dipali and her team deliver truly professional financial planning services and put their clients’ interests first. Overall, the service of First Invest Insure is fast and efficient. Any queries raised were responded to promptly. I will certainly use their Services again for finance in the future.

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  • First Invest Insure always advice policy according to our financial status ,age, and our dream. They provides SIP, Term plan with clear cut well planning...so at least one time contact them. Seek opinion and have discussion with Dipali Pandya  and her team to set our financial goal which is very much helpful to all of us.

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  • Thank you so much for the guidance and counsel over the last 6 months. I valued your deep thinking about the various risk/reward trade-offs involved in the investment case. In simple terms, we feel pleasure to deal with First Invest Insure

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[Blog]

Our Latest Articles

We continuously write on the subjects that matters to our clients and strive to educate them so that they can take better Financial Decisions

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