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About Us

Your Trusted Partner in Financial Success

Welcome to Insurezone Consultancy Services, led by Pankaj Chawla, a seasoned financial expert with over 12 years of experience in the industry. Our mission is to provide comprehensive financial solutions tailored to your individual and business needs.

Pankaj Chawla

Executive & Founder

  • Experience: 12 years in financial services
  • Specializations: Broking, Business Consulting, Fund Raising
  • Certifications: NISM Series V (5a) & series Viii (8)

Our Expertise

From broking services to business consulting, we offer a wide range of financial solutions. We're an authorized person for Angel One Ltd. and an AMFI registered mutual fund distributor.

Our Approach

We believe in a personalized approach to financial services. Whether it's business growth planning, fund raising, or SME IPO consultation, we tailor our services to your unique needs.

Service

Broking services

Open Demat account with Angel one ltd. We are registered authorised person. We are also AMFI registered mutual fund distributor.
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SME IPO (consultation & sourcing)

We provide consultation and sourcing services for Small and Medium Enterprise Initial Public Offerings.
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Mutual Fund Distribution

We offer a wide range of mutual fund products to help you achieve your financial goals.
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Education Planning

We provide guidance on planning for educational expenses and investments.
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Business growth planning

We assist in creating strategic plans to facilitate and accelerate your business growth.
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Fund Raising Planning

We help you develop effective strategies for raising funds to support your business initiatives.
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Meet Our Team

Meet our team of experts

We welcome and celebrate different perspectives to help our firm, our clients and our people.

Testimonial

Our customer reviews

Rajesh Sharma

Demat Account Holder

Opening a Demat account with Angel One through this team was seamless. Their expertise made the process quick and efficient. I highly recommend their broking services to anyone looking to enter the stock market.

Priya Patel

Mutual Fund Investor

As an AMFI registered mutual fund distributor, their advice has been invaluable. They helped me create a diversified portfolio that aligns perfectly with my financial goals. Their knowledge of the market is impressive.

Amit Desai

Business Owner

Their business consulting services are exceptional. The growth planning strategies they provided have significantly boosted my company's performance. I'm grateful for their expertise in navigating the complexities of business expansion.

Neha Gupta

Entrepreneur

Their fund raising planning services were instrumental in helping my startup secure funding. Their strategic approach and network connections made all the difference. I couldn't have navigated this complex process without their guidance.

Vikram Singh

SME Owner

Their SME IPO consultation services were exceptional. They guided us through the entire process, from planning to execution. Our successful IPO is a testament to their expertise. I highly recommend their services to any SME considering going public.

Ananya Reddy

Parent

Their education planning services have been a game-changer for my family. They helped us create a solid financial plan to secure my children's educational future. Their understanding of both finance and education sectors is impressive. I'm extremely grateful for their guidance.