Life - Lite
is the brainchild
of Mr Balvir
Chawla for
providing
professional
services in:
Financial
Planning |
Life Insurance
Planning |
Investment
Planning
Balvir Chawla is a
Certified Financial Planner (CFP) and
is also
a postgraduate
in Management
with specialization
in finance
and has also
completed
his graduation
in computer
Science. He
has undergone
all these
studies through
Pune University
and had always
excelled in
them. Besides
this he had
also undergone
a PostGraduate
Diploma course
in Investment
and Financial
Analysis.
He has also
qualified for MDRT - 2006 which is a premier
association of financial professionals all over
the world.
Our
Expertise
We at Life
Lite firmly
believe in
providing
the best service
and the best
advice. We
are not just
distributors
of financial
products but
design and
make tailor
made solutions
for customers
and ensure
that once
a customer
enters into
a relationship
the relationship
lasts for
ever.
We have provided
many innovative
solutions
to our customers
and the customer
base speaks
about our
relationship
with our customers.
Our
Infrastructure
We have a
full fledged
office in
Pune with
all the facilities.
This office
is catering
to any demands
from the customers
and providing
them with
online support
for any queries
relating to
insurance
or investment.
There is a
back office
and support
team to cater
to queries
of the customers
and the turnaround
time in responding
to the query
is less than
24 hours.
NRI
Cell
We have a
special cell
catering to
the NRI’s
and providing
them investment
solutions
based on their
requirements
and also keeping
in mind the
taxation and
other issues.
We provide
the NRI’s
complete solutions
and monitoring
of their investments.
Regular updates
are provided
to them wherein
they are aware
of the status
of the investments
they have
done here.
Clientele
The clientele
base of Life
Lite is widely
spread. Life
Lite has customers
from Pune,
Nasik, Mumbai
and NRI's
too. Life
Lite is catering
to 150 families
and the major
customers
are from: