Greetings!!! I am Atul Sata, a Financial Planner, welcoming you for visiting my site.
As a brief introduction, my native is Saurashtra region of Gujarat, born and brought up in Kalyan, on the outskirts of Mumbai, Maharashtra. Hailing from a middle class family, I pursed and completed my graduation in Commerce in the year 1993. The wheels of fortune changed and prevailing economic scenario compelled my family to shift to the Surat, southern city of state. In the year 1993, I started my career as an accountant. Although satisfied with my profession, somehow, my inner conscious was urging me to work independently and be my own boss. Believing in myself I ventured into setting up my own Accounts and Taxation practice in the year 2000. In an attempt to distinguish myself I added Tax and Financial planning to my professional portfolio, a confident move which excelled me to my present status. This in turn led me to acquire my Life Insurance Advisory Agency from Life Insurance Corporation of India (LIC) in the year 2002, and today we have more than 2000 satisfied clients. Moreover, looking to the customer point of view, I added Non Life and Mutual Fund Advisor services in my planning portfolio. In the year 2007, I completed a dual feat, of becoming an approved certified Mutual Fund Advisor of AMFI (Association of Mutual Funds in India) and acquisition of Innovative Care Centre of Iffco Tokio General Insurance.
Member of the Zonal Members Club (ZMC)
Qualified membership for past Six consecutive years in the internationally renowned organization MDRT (Million Dollar Round Table)
An Associate Financial Planner specializing in Risk Analysis, Retirement Planning and Taxation certified by the Financial Planning Standards Board of India.
Approved Life Insurance Trainer under Gujarat Knowledge Society (GKS), a Government of Gujarat Undertaking.
Undertaken and successfully represented customer grievances and redressed cell in the external court of Insurance Ombudsman.
My renowned articles on topics of Financial Planning and Retirement Planning, were published in, “Pran Vayu”, a prestigious magazine for Doctors.
Active committee member of Madhav Sarasvati Shishu Mandir affiliated to “Vidya Bharti” a national educational organization with the aim to build up responsible citizen of harmonious, prosperous and culturally rich nation.
At present this corporate office which spreads in 2000 sq. feet fully furnished along with a presentation hall housing 50 seats and separate cubicles for each staff. It is located in prime commercial centre of Tad Wadi, Rander Road which is well managed and dully organized by experienced staff.
Vision & Mission
Day by day customer awareness is arising out of advanced lifestyle and amenities, catering towards children’s education, making provision for unforeseeable and medical emergencies, intricate taxation laws, etc., which is prompting customers to go in for a systematic and planned investment portfolio to fulfil the needs arising in their life span and concluding by a sound retirement planning. Hence our Mission is to enhance the level of awareness and customize their financial planning on case to case basis with the aid of critical analysis and use of modern technologies, by maintaining highest level of confidentiality in association with strict professional ethics.
TRANSFORMING DREAMS INTO REALITY
201 PRAMUKH CHAMBERS, TADWADI, RANDER ROAD, SURAT 395009 GUJARAT INDIA M-90990 79007 E firstname.lastname@example.org