I myself Mr. Bhupesh Damji Momaya Founder of Momaya Finsure Services started this wonderful journey in 1996. Later on this legacy has been carry forward by my both the son Mr. Chirag B Momaya and Mr. Geet B Momaya joined this business on 2017 and 2020 respectively. We are proud to be in the profession of Insurance & Financial Planning for more than 26 + Years. Over the years, our firm has catered to providing financial solutions to more than 3000 clients across the globe in around more than 15 Countries.
Our expertise is across different domains and we provide goal based planning for areas like Education, Retirement, Marriage, Holidays, Purchase of Assets, and Philanthropy. Apart from this, we specialize in different insurance products like Life Insurance, Health Insurance, Vehicle Insurance, Shopkeeper Insurance, Marine Insurance and Liability Insurance.
Further, we provide various types of investment solutions such as Fixed Deposits, Bonds, Debentures, Mutual Fund, Equity, Unlisted Equity,PMS , AIF, Commodities etc. Happy to share the news that we are also now venturing in the category of pension solutions such as NPS and loan solutions such as Housing, Business and Personal.
We have authorized from various govt authorities such as IRDA, SEBI & AMFI for conducting our business. We regularly attend various courses and giving exams for upgradation of our knowledge. We have been felicitated by many companies on various ocassion such as LIC of India, Hdfc Ergo, Star Health, Cholamandalam, Care Health, Prudent Advisory Pvt Ltd. for practising and develop ethical & effective ways to increase client interest in financial products client
Like to share some major achievements till the date.
- Honoured to get felicited by MDRT (The Million Dollar round Table) in 2014 and 2021.
- Chairman Club Member in LIC from last 10 Years.
- Gold Club Member in Prudent Corp Adv Ltd
- Gold Club member in HDFC ERGO
- Zonal Manager Club Member in STAR Heath Insurance
- Gold Club Member in Care Health Insurance
Very grateful for all the support and blessings family, friends and clients offered over the years. Looking forward to gratify financial solutions, prosperity and happiness to more lives !!!
