Welcome To JEEVANDHAAN
At JEEVANDHAAN MANAGEMENT SERVICES PVT.LTD., We adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones. We follow three mantra’s strategy WEALTH PROTECTION, WEALTH CREATION & WEALTH DISTRIBUTION which needs every successful person.
At JEEVANDHAAN MANAGEMENT SERVICES PVT.LTD., we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market. JEEVANDHAAN MANAGEMENT SERVICES PVT.LTD. Aspires to be the Wealth Management Firm of choice for affluent Indians.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our Financial Planning, Estate Planning, Insurance Planning, Wealth Management Expertise & Associates will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
Explore the comprehensive array of advisory services, programs, and products we offer designed to support optimal wealth creation and protection. To plan for the distribution of assets, it is important to develop and adhere to a thorough, well-thought-out plan. What will be given, to whom, and when should be planned well ahead of time to ensure the protection of the estate and, therefore, of successive generations. It is critical to have the support and dedication of your highly-skilled team at JEEVADHAAN MANAGEMENT SERVICES PVT.LTD., to plan to use the most appropriate protection and transference vehicles to ensure that your estate is prepared for distribution with optimal protection and efficiency.
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Why Us?
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Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
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Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
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Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
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Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
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Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
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Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Mr. Suresh Pawar - CFP
Suresh Pawar is a Certified Financial Planner & Director of Jeevandhaan Management Services Pvt. Ltd. focused on comprehensive Financial Planning and Tax & Estate Planning issues for private clients. He has earned the CFP designation from the Financial Planning Standard Board, India.
CFP certification is the highest professional designation that can be given to a financial planner. It is the most prestigious and internationally accepted qualification, recognized and respected by the global financial community, rated as Gold Standard by wall street journal.
He lectures frequently on topics such as Retirement Planning, Human Life Value & Insurance Planning. Investment Planning, Planning for children education and Marriage, tax efficient income generation, Tax Planning & estate planning.
Suresh Pawar has passion for working with people to ensure that their financial strategy suits their life and Goals
Sangita PawarPost Graduate, HR Manager, Administration Manager
Mrs.Sangita Pawar- Experienced in administration & Health Insurance expert. Graduate from BAMU University and 10 years of experience at Jeevandhan Management Services. She is Head Administrator of the company & manages back office, online client service & public relations.