ABOUT US :-
SP’s Wealth Hub is established by Well-Qualified & Professional Individual Ms. Savita Pillai & her staff.
We specialize in designing tailor made plans and solutions to meet our clients needs in achieving their major financial goals.
We serve more than 240 clients in Mumbai and its suburbs as well as in other metros and cities of India and many Foreign countries too.
If you wish to set a goal and follow it through for securing complete financial stability, then you are at the right place. I am her to be your guide, your friend, your financial portfolio and life advisor.
I am a completely knowledge driven person and keep myself regularly updated with the latest industry and market trends by attending training meets, seminars, conferences and online live sessions too.
I am also a motivational speaker for my mentor’s team and have also been recognised several times by my Branch Manager for the welcome and closing speech in my LIC Branch Meetings and for several other training programmes too.
ACCOLADES AND ACHIEVEMENTS:
Determined to set a benchmark in the Wealth Management Industry, Ms. Savita Pillai has been coveted with the special privilege of Excellence Award in MBA (Insurance And Financial Planning)
- Award of Academic Excellence in MBA – Insurance and Financial Planning ( 1st Rank Holder from 2017-2019 batch, Chitkara University, Chandigarh)
- As a new agent to log in with 28 policies on a single day in March 2016 closing.
- 1st one to qualify for the Corporate Trophy in 2016.
- Centurion Agent Award – 2016 – 2017
- Corporate Trophy – 2016 & 2017
- Diamond Jubilee Trophy – 2017
- Star Champions Trophy – 2018
- Many more which can be viewed in Gallery Section
WE SPECIALISE IN THE FOLLOWING SEGMENTS:
- Legacy Planning & Deliverance
- Underwriting Substandard lives
- Claims servicing, mainly waivers of legal proof of titles, loss of policy documents, gaps in premium payments, rival claims etc.
- Financial Pyramid, the fundamental principles that helps wealth growing for generations.
- Keyman protection for medium and large-scale companies.
OUR AREAS OF SERVICE ARE LISTED BELOW:
Life Insurance
- Child Education and Marriage Planning
- Estate Creation
- Retirement Planning
- Annuity & Pension Plans
- Term insurance with Loan protection cover
- NRI & FNIO Insurance Schemes
- MWP Act Policy
Corporate Insurance
- Keyman Insurance
- Employer – Employee Scheme
- Partnership Insurance
- Group Gratuity Schemes
- Business Protection Plans
General Insurance
- Health Insurance
- Motor Insurance
- Travel Insurance
- Fire & Burglary Insurance
- Building & Factory Insurance
Investments
- Mutual Funds
- Direct Equities
- Company Fixed Deposits
- Listed Company Bonds
STAFF PROFILE :-
Well-trained, courteous & professional staff.
