Pinal Pathak

I am Pinal Jignesh Pathak, Founder of PINAL FINANCIAL SOLUTION.

We offer a one stop solution for All Your Insurance and Investment Needs with a vast Experience of More than 17 Years in Investment and Insurance Consultancy Services. We have helped More than 450 Families and Individuals for Retirement Planning, Child's Education Planning, and Financial Protection against any unforeseen events etc.

We are well placed to help you choose the best investments to achieve Your Financial Goals. We firmly believe that a successful Financial Advisor is one who understands the need of his clients as likes every person is unique, so their needs & goals are different.

We specialize in personalised investment of NRI in different country likes USA, Germany, South Africa, Australia, etc. Our Clients base includes Salaried, Businessmen, Students, Professionals, Housewives, Government Employees, Retired People and NRI.

OUR MISSION:

Our Mission is not to sell Insurance only but to educate to people.

I am MDRT (Million Doller Round Table) one of the most premier associations for financial advisors across the globe.  Last 3 Years MDRT - USA in International Platform.

Some of Our Achievements are:

• Awarded by Chairman Shri D K MEHROTRA in year 2014 ‘Eve of Foundation Stone Laying Ceremony”.
• Prestigious “MDRT - USA AWARD WINNER” 2022 to 2024
• Awarded with Prestigious “CENTRAL OFFICE TROPHY”
• Awarded by MILLIONAIR Trophy.
• Awarded by Azadi Utsav Trophy 2023.
• Awarded by Champion Trophy 2018.
• Awarded with Prestigious “Various 25 Plus Trophies” from Life Insurance Corporation of India.
• Awarded with Prestigious “BRANCH PRODUCT CHAMPION TROPHY” EAR 2015-16.
• Awarded with Prestigious “SATKVIR POLICY’ year 2015-16.
• Awarded by ARDHA SHATKAVEER TROPHY  2013-14.

We Provide Services: -

• Life Insurance
• General Insurance
• Key Man Insurance
• Mutual Funds
• Mediclaim
• Group Gratuity

 Management Services:

• Portfolio
• Broking
• Wealth Management

OUR VISION:-

To secure the financial future of as Many Families as possible by providing the best Advisory Services and Customized Solutions to make Their Dreams Comes True. To be ranked among the Top Most Life Insurance advisers in the World.