Medha Chandrakant Lad

I'm Medha Dali / Lad. For over 23 years, we have empowered individuals from various walks of life — including business owners, students, salaried professionals, and retirees — to achieve their financial goals, such as happy retirement, children’s education and marriage planning, and financial protection against unforeseen events.

We provide a comprehensive range of life and health insurance plans, tailored to meet your unique requirements and needs.

We believe in continuous learning and growth. Our team regularly updates their skills and knowledge, and we're proud to be lifetime members of the prestigious Indian Institute of Excellence (IIOE), offering comprehensive courses in finance, insurance, & investment.

Let's connect anytime to craft a personalized investment plan, helping you achieve your medium and long-term financial goals efficiently and stress-free.

Our mission

Our mission is to deliver a comprehensive 360° financial plan, that helps you achieve your goals efficiently and on time.

ACHIVEMENTS

Our success is driven by the trust our customers have in us. With a client base of over 1800 clients, they're driving us to keep delivering the best service.

SOME OF OUR NOTABLE ACHIEVEMENTS

Recipient of the Prestigious "MDRT - USA Award" (since 2016)
Honored with the "Centurion Trophy by LIC of India"
Awarded the esteemed "Champions Trophy" by LIC of India
Recognized as one of the Top 5 Best Advisors at Star Health and Allied Insurance Co Ltd