15+ Years · COT Advisor · Jaipur

Your family's future, protected and planned with precision.

I'm Surendra Singh — a Financial Consultant helping business owners, professionals, doctors and NRI families build retirement security, education funds and lasting wealth through the right insurance strategy.

Business Owners Salaried Professionals Doctors NRIs HNI Clients
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0+
Years of Experience
0%
Max. Claim Settlement
0
Policies in a Single Day
COT
Court of the Table Advisor
Surendra Singh, Financial Consultant and COT Advisor
15+
Years Experience
Accepting new clients
Mansarovar Nagar, Jaipur

My Mission

To help every client sleep easier at night — knowing their family's future, their children's education, and their retirement years are financially secure, no matter what happens.

COT Advisor
Recognised at Court of the Table — an elite industry standard held by top-performing advisors.
100 Policies in a Single Day
A record-setting milestone reflecting trust earned across hundreds of client families.
Maximum Claim Settlement Ratio
Consistently guiding clients to a 100% claim experience through careful policy structuring.
About Your Advisor

15 years of turning financial worry into financial confidence.

I started as a young advisor in Jaipur with one belief: insurance isn't paperwork, it's a promise. Over 15 years, that belief has grown into a practice trusted by business owners, salaried professionals, doctors, NRIs and HNI families across Rajasthan and beyond.

Every plan I build starts with a conversation — about your goals, your family, your risks — long before it becomes a policy. That's how a single day can become a 100-policy record, and how claim settlements stay at 100%: because the right plan was chosen the first time.

Based out of my Mansarovar Nagar branch office in Jaipur, I work personally with every client, from the first meeting to every claim, renewal and life update after.

Business Owners Salaried Professionals Doctors NRIs HNI Clients
What I Offer

Financial plans built around your life stage

Six focused planning tracks, each tailored to a real financial milestone — not a generic policy pitch.

Retirement Planning

Build a reliable income stream for the years after you stop working.

  • Guaranteed income options
  • Inflation-adjusted planning
  • Tax-efficient payouts

Child Education Planning

Fund your child's higher education without disturbing other goals.

  • Milestone-based payouts
  • Cover for unforeseen events
  • Inflation-proof education corpus

Tax Saving

Structure investments that reduce your tax outgo, legally and efficiently.

  • Section 80C & 10(10D) benefits
  • Optimised premium structuring
  • Long-term compounding

Wealth Creation

Grow long-term wealth through disciplined, market-linked strategies.

  • Goal-based fund allocation
  • Regular portfolio reviews
  • Balanced risk exposure

Insurance Protection

Secure your family's finances against life's uncertainties.

  • Term & life cover
  • Critical illness riders
  • 100% claim-support guidance

NRI Planning

Insurance and investment solutions built for NRI families and cross-border needs.

  • NRI-compliant policies
  • Remote onboarding & servicing
  • Repatriation-friendly plans
Why Clients Trust Me

Built on record, not just promises

Fifteen years of measurable outcomes — the kind of track record that shows up in ledgers, not just testimonials.

01

Proven Track Record

COT Advisor status and a single-day 100-policy record built on genuine client trust.

02

100% Claim Support

Hands-on assistance through every claim, so families never navigate it alone.

03

Personalised Planning

Every recommendation is based on your goals — not a one-size-fits-all product.

04

Always Reachable

Direct WhatsApp and phone access — no call centres, no waiting in queues.

Client Stories

What families and business owners say

Real outcomes from clients across Jaipur and beyond.

★★★★★

"Surendra ji explained everything in plain language and helped us plan our daughter's education fund without any pressure to buy more than we needed."

AR
Anita Rathore
Salaried Professional
★★★★★

"When my father's claim came up, Surendra ji personally followed up until it was settled in full. That kind of support is rare."

VK
Vikram Kothari
Business Owner
★★★★★

"As an NRI, I needed someone who understood cross-border compliance. He set up my policy remotely and made the entire process effortless."

SN
Sanjay Nair
NRI Client, Dubai
★★★★★

"Between my clinic and family, I had no time to research plans. Surendra ji built my retirement and tax-saving strategy in two meetings."

DP
Dr. Priya Deshmukh
Practising Doctor
★★★★★

"His wealth creation plan for our family office was thoughtful and never pushy — exactly what an HNI client needs from an advisor."

RM
Rohit Malhotra
HNI Client
★★★★★

"I've renewed with him for 8 years now. He remembers every detail of my family's plan without me repeating myself each time."

MJ
Meena Jain
Long-term Client
Book an Appointment

Let's build your financial plan together

Share your details below and I'll personally get in touch — or message me directly on WhatsApp.

Mobile / Call
+91 98765 4321
WhatsApp
+91 98765 4321
Email
test@gmail.com
Office
Mansarovar Nagar, Jaipur, Rajasthan

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Visit the Office

Mansarovar Nagar, Jaipur

Walk-ins welcome during office hours, or book a slot in advance.

Common Questions

Frequently asked questions

Straight answers before you book a consultation.

Is the first consultation really free?

Yes. The first meeting is a no-obligation discussion to understand your goals — you decide afterward if you'd like to proceed with a plan.

Which insurers do you work with?

I work with leading, IRDAI-registered life insurance providers and recommend the plan best suited to your goals rather than pushing a single company's product.

Can I get help with an existing policy from another advisor?

Absolutely. I regularly review existing policies for clients and suggest whether to continue, restructure, or supplement them.

Do you support NRI clients remotely?

Yes, I onboard and service NRI clients through video calls, WhatsApp and digital documentation, with in-person meetings during their India visits when possible.

What happens during a claim?

I personally coordinate with the insurer on your family's behalf, from documentation to follow-up, aiming for a smooth and complete settlement.

Is my information kept confidential?

Yes. Your personal and financial details are used solely to prepare your recommendations and are never shared with third parties beyond the insurer for policy issuance.

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