• contact@firstinvestinsure.com, +91-9321606212 / 9324158986

About Us

[About Us]

First Invest Insure conceptulized and started by Dipali Pandya.

Since then there is no turning back and First Invest Insure provide Goal planning, Retirement planning, Insurance need analysis using various available products like Mutual Funds, Health Insurance, General Insurance, NPS, Bonds etc.

Our Philosophy is to put our Client interest First and we run our practice with Trust and integrity towards our clients.

Mutual Funds

working closely with India’s top AMCs and distributing unbiased and client-centric mutual fund schemes.

Insurance

Never recommended and sold a traditional or a ULIP plan to any clients. In future too, we aim to sell only pure Term Insurance plans, Health Insurance plans, Vehicle Insurance policies.

250

Families

750 Families

Insurance

350

Mutual Funds Clients

[Services]

Our Core Services

Insurance Planning

Before yo do any thing, Take adequate Life insurance, health insurance cover to protect your loved ones with any eventuality

Investment Planning

Next step after Insurance Planning is to plan you investments in such a way to generate inflation beating Returns

Tax Planning

Tax is another monster you must tame to protect your hard money and an effective Tax Planning helps you just that

[Testimonials]

What our Clients says

  • 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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    • B

  • 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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    • C

  • 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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    • D

  • 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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    • E

  • 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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    • F