We as BHUMI INVESTMENT & INSURANCE SERVICES incorporated in the year 2005 and at present having 1000+ satisfied clients. We will help clients to achieve their Financial needs with effective and smart investment distribution. We are certified Wealth Distributor, Mutual Fund and Insurance distributor recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial distribution services, having highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. D B PANCHAL
Financial Product Distributor
Mr. D B PANCHAL is the Financial Product Distributor for BHUMI INVESTMENT & INSURANCE SERVICES. One of the oldest in BHUMI INVESTMENT & INSURANCE SERVICES, he has over 35 years of rich experience in the financial services industry. With a Bsc in education, Partner is known for his deep understanding of distribution practices and their challenges.
Mr. UMANG PANCHAL
Financial Product Distributor
Mr. UMANG PANCHAL is the Financial Product Distributor for BHUMI INVESTMENT & INSURANCE SERVICES. One of the oldest in BHUMI INVESTMENT & INSURANCE SERVICES, he has over 6 years of rich experience in the financial services industry. Diploma in Mechanical by education, He is known for his deep understanding of the distribution practices and its challenges.
