Welcome to www.baldawainsurance.com

Why Do I have Fill This?

With the world going digital and increased internet access, your website will offer a window to the world of investments and other financial services that your client/prospective clients seek. The questions mentioned here will capture some essential details that we require to make your website complete.

How Does This Help?

It becomes very important to establish a personal connection and convey your message visually, especially when you and your client are connected online. With this questionnaire, we aim to create a precise and crisp introductory message for you and your team which will be displayed on your website.

How Will It Be of Any Benefit to Me and My Website?

According to a research study, most people will form an initial conclusion about your website in as little as 50 milliseconds! Hence, it becomes a absolute necessary to attract and retain a visitor who may become your client. So to make that connection, along with the design & photos, you need to focus on offering a crisp info about yourself and your team.

*Kindly complete the entire questionnaire and help us to serve you better.*

*Also please free to mark off any questions that you don’t wish to answer.*

Questionnaire

• Name of the Website/Advisory Firm: BALDAWA INSURACNE & INVESTMENT
• Name of the Founder: JUGAL KISHORE BALDAWA
• Years of Experience as a Financial Adviser: SINCE 1992
• Any Other Professional Experiences That You Would Like To Mention: LIFE INSURANCE / HEALTH INSURANCE & INVESTMENTS
• Specialization/Certificates in Investment Advisory Services(If any): WEALTH MANAGER / MDRT CLUB
• How Many Asset Classes To You Deal With?: ABOUT 100 HUNDREDS
• Name the Asset Classes: WEALTH MANAGER
• Your Current Client Base & AUM: 3000 FAMILY ANOTHER 3000
  • Insurance: 8000
  • Mutual Funds: NIL
  • Cumulative(Inclusive of all asset class):
• Academic Qualification: GRADUATION IN INSURANCE INDUSTRY
• Do You Have a Team? If Yes, then of How Many Members?: 2 MANAGERS 3 ASSISTANT FILED WORK
• How Do You Keep Yourself /Your Team Updated with Current Industry Trends? YES
• Awards/Recognition/MDRTs/COTs/ TOTs, (A brief detail would be resourceful) AWARDS IN MDRT 17 TIMES
• What is Your Mission/Vision? MY MISSION IS MAKE PEOPLE WEALTHY & HEALTHY LIFE
• Any Awards & Recognition Received: YES AROUND 70 AWARDS TILL NOW

*You may also add more info if you wish to. You can pen down your thoughts/message related to your services, that you want us to display on your website.*

Baldawa Insurance & Investment’s Jugal Kishore Baldawa, has been in the finance industry since 1992. Life Insurance, Health Insurance and Investment Ideas are the core solutions where he has achieved mastery. Serving to more than 8000 families, the man had won 17 MDRTs and over 70 awards in different investment forums. With the team of 5, his constant goal is to to help people live a healthy and wealthy life. He has studied in the insurances and made many lives easier with understanding the individual’s goals.

The cost one faces while any of the hospitalizations are usually way beyond the savings that are done. Even odd as it sounds but It is very difficult and heartbreaking to imagine life without the main person in the family. The one who has always been providing financial support in the house. It is also devastating emotionally at those moments. Being ready for that time and making all strong sometimes is also important in the family. A right kind of investment in insurance is a great solution to this. Well, in this case, you have landed to the perfect space.

Baldawa Insurance is the place where you can secure the future in case of emergencies and be rest assured when the hospital costs are seen. We give the most appropriate solutions to all your Insurance and investment needs and try and make it easier and simpler for you!