Pankaj Kuberkar Investment services was incorporated by Mr. Pankaj Kuberkar in 2000 with a mission to provide financial advice to the clients and ensure their financial freedom.
Mr. Pankaj Kuberkar is a certified investment advisor with various commendations in his cap. He is member of MDRT (Million dollar round table) one the most premier associations for financial advisors across the globe. He has also been ranked as top advisor in his branch/ region numerous times for the best insurances practices and sound insurance advices rendered to his client.
Under the guidance of Mr. Pankaj Kuberkar, at Pankaj Kuberkar investment services we execute best practices that have been fine-tuned by our 20 years’ experience in industry and market research & studies.
Our team is there for you whether it is a service issue or a coverage question or a review of your financial wellbeing. At every step our team will conduct a need analysis and then suggest you appropriate investment option required to protect and add to your financial portfolio. We ensure that you are aware of all your investment options and educate you best to choosing one.
We want to be your trusted advisors for the long term, so we give you the decision tools rather than making decisions for you. We want to educate you because an educated client is a good client.
Our core values
Our team works on few core values which define the standard of services we offer
• Customer first always
• Shared ownership
• Trust & integrity
• Complete transparency
• Service is what builds relationship
• And last but not the least financial health of a person is as important as physical health