About Us

Welcome To satishrahate.in


Satish Rahate is graduated in commerce and had Diploma in Marketing and Financial Management from Welingkar Institute of Management Development and Research in 1993 and 1994 respectively. Qualifying member of Million Dollar Round Table (MDRT) The Premier Association Of Professionals USA.
Satish is Chairman’s Club Member of LIC OF INDIA and Divisional Manager club member Of The New India Assurance Co. Ltd.

Satish, a financial planner par excellence is a trusted name when it comes to financial planning & management for over 2 ½ decades. Understanding the customer needs and plan accordingly is his core area. He keeps himself tune with all latest development in the financial world to ensure your dreams are fulfilled.

Services

At SR Investment Consultancy we specializing in creating personal financial plan as per your financial needs and requirements. In fact making comprehensive, tailormade financial plan for a family is our expertise. Each of these plans is created after data gathering, studying, analyzing and understanding the responsibilities, assets, liabilities strengths and goal of the client concerned.

RISK MANAGEMENT – LIFE INSURANCE, HEALTH INSURANCE, GENERAL INSURANCE, BUSINESS INSURANCE.
WEALTH CREATION – MUTUAL FUND AND COMPANY FIXED DEPOSITS
TAX PLANNING
CHILDREN’S PLAN – CAREER, EDUCATION AND MARRIAGE.
RETIREMENT PLANNING.

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