About Us
Our LOGO speaks itself
Your Wealth Wisher
At the core of "Your Wealth Wisher" logo lies a profound narrative that speaks to individuals in both anticipated and unforeseen circumstances.
The company logo serves as the visual cornerstone of the brand, embodying the essence and values that define the organization. At the core of “Your Wealth Wisher” logo lies a profound narrative that speaks to individuals in both anticipated and unforeseen circumstances. The symbolism within our logo articulates the contrast between life without insurance and the security provided by insurance coverage. The Yellow Man symbolizes the familiar rhythms of everyday life, offering a glimpse into the ordinary and expected. In stark contrast, the red man represents the challenges and adversities akin to unexpected and tough situations, reminiscent of the resilience needed during the COVID-19 pandemic.
In this visual narrative, the green man emerges as a symbol of reassurance and protection, embodying the promise of a return to normalcy with the aid of insurance coverage.
Our logo conveys a message of resilience, preparedness, and the invaluable support insurance can offer in times of crisis. It serves as a beacon of hope, illustrating the transformative power of insurance in restoring stability and providing a safety net in the face of uncertainties. Just as our logo symbolizes a path to security and peace of mind, our company is dedicated to standing by your side, offering steadfast support and guidance through life’s challenges, ensuring you can confidently face the unexpected.
–Raju Patidar
Our Roots Are Deep:
As the founder of “Your Wealth Wisher” and a proud member of the prestigious “KALPVRIKSHA” team, We bring over 40 years of collective expertise in Wealth Creation and Risk Management through Insurance.
Backed by the strength of 125 associates and the trust of over 75,000 policyholders, our team successfully manages more than ₹2000 crores in risk, ensuring financial security for families and businesses.
At “Your Wealth Wisher”, we specialize in helping business owners secure their investments with innovative solutions like the Non-Attachable Family Trust, providing 100% protection. Our mission is to create lasting wealth and mitigate risks for individuals and businesses, ensuring a secure and prosperous future for all.
Raju Patidar – Your Trusted Wealth Wisher
Profes:
“I am a customer-centric Finance professional with many years of experience. I create win-win strategies for clients, ensuring their needs and future goals align. I go the extra mile to deliver on promises and provide the best insurance advisory. By staying updated on industry news, I help clients secure optimal risk cover and benefits.”
Our Service Differentiators
What makes Your Wealth Wisher a preferred financial planning and insurance consulting business is our industry know-how and customer-first policy. In a market where insurance agents and agencies tend to provide you with an insurance policy based on your spending capacity, our Wealth Wishers understand your requirements and help you get a policy that best aligns with your financial requirements.
With our financial planning capabilities, we help you plan your investments by considering life milestones such as higher education of children, marriage, retirement and others. Aligning life milestones with your financial requirements and tax planning, our wealth wisher helps you with all kinds of insurance policies right from life insurance to general insurance such as term insurance, medical insurance, vehicle insurance, business insurance, NRI insurance, group health insurance, travel insurance and others to secure your life and your family’s future.
Our Genesis
Your Wealth Wisher is a wealth creation and risk management advisory and services business, catering to life and non-life insurance needs. With more than 40 years of cumulative industry experience, our Wealth Wishers bring on the table financial planning expertise that we employ to help our customers make informed decisions. Whether you wish to secure your family’s future with life insurance & medical insurance or you wish to secure your future with general and business insurance or term plans, Your Wealth Wisher can help you accomplish all your current and future financial requirements.
Our Expertise
We understand that when a person invests his money in insurance; apart from security other factors affect the decision-making process such as tax planning and investment benefits. Considering the wide range of insurance products offered by various Insurance companies, we employ our industry knowledge to understand our client’s requirements and based on that, we help them get the best policy that serves all the purposes of our clients that they wished to accomplish with the purchase of the insurance.
We specialize in designing life insurance policies that cater to your unique needs. Our services include:
Will Deed of LIC Policies
Policy Registration under the Married Women’s Property Act
Various Policy Types:
Traditional Plans
Endowment Plans (Regular / Limited)
Single Premium Policies
Money Back Policies
Health & Term Plans
NRI/OCI Life Insurance Services
We offer specialized plans for various client profiles, including business owners, professionals, salaried individuals, government employees, housewives, students, and retirees.
Our Partners
Why LIC is a Market Leader?
With over 68 years of market leadership, LIC (Life Insurance Corporation of India) has consistently expanded its range of products to meet the financial needs of individuals at every stage of life. These policies not only secure your future but also offer attractive tax benefits at the time of investment and significant returns upon maturity. Through meticulous planning and expert guidance, we help you design a life insurance strategy that gives you peace of mind for life events such as:
- Higher education for your children
- Supporting children in their ventures
- Social and family occasions
- Elevating your living standards
- Retirement and pension planning
- Fulfilling social or religious responsibilities
Why Care Health Insurance is a Leading Provider in Health Insurance?
With a strong presence in the health insurance sector since its inception in 2007, Care Health Insurance has consistently expanded its network and product offerings to meet the diverse healthcare needs of individuals and groups. These plans not only provide financial protection against medical expenses but also offer comprehensive coverage and customer-centric services.
Through its extensive network and dedicated support, Care Health Insurance helps you secure your health and well-being, providing peace of mind for various healthcare needs such as:
- Unexpected illnesses and medical emergencies
- Maternity and childcare expenses
- Critical illnesses requiring specialized treatment
- Personal accidents leading to hospitalization
- International travel-related medical expenses
- Comprehensive health coverage for groups and families
Act Now for Peace of Mind
If you haven’t taken Life Insurance yet, now is the time. If you already have a policy, have your life cover reassessed to ensure it’s sufficient for your family’s needs. Remember, while we know our date of birth, none of us know our date of death. Taking time to make a decision is fine, but leaving this essential matter undecided is not. Ensure your family’s financial future today with Your Wealth Wisher.
01.
Our Vision
Our vision is to empower every individual in society with the highest level of financial protection, ensuring they are fully prepared to meet future needs and navigate through economic challenges with confidence. We strive to create a future where everyone has the security and peace of mind to face life’s uncertainties, knowing their financial well-being is safeguarded.
02.
Our Mission
- To deliver honest and personalized advice tailored to each client’s unique financial situation and needs.
- To offer clear, accurate, and practical solutions that address every client query with utmost transparency and satisfaction.
- To become the most trusted "Wealth Wisher" for every family, aiming to establish ourselves as the leading financial partner by 2027..
