Protecting Wealth. Settling Claims.

Stop Guessing With Your Wealth & Future.

I don't just sell policies or funds. I build resilient portfolios that grow, and through EasyClaims, I fight the bureaucracy to ensure your insurance pays out when you need it most.

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₹150Cr+

Assets Managed

98.5%

Claim Success

500+

Families Protected

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Skip the email back-and-forth. Pick a time on my calendar below for a direct 1-on-1 strategy session.

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About The Founder

Sachin Kotkar

With over a decade of hands-on experience in the financial sector, my mission is simple: to bring absolute transparency to wealth creation and ruthless efficiency to insurance claim settlements.

I realized early on that selling a mutual fund or an insurance policy is only 10% of the job. The real value of an advisor is tested when the market crashes or when a hospital bill is rejected by a TPA. Through my dual approach of structured wealth management and the dedicated EasyClaims service, I ensure my clients are protected on all fronts.

AMFI Registered

Certified Mutual Fund Distributor

IRDAI Certified

Insurance & Claims Expert

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Comprehensive Financial Architecture

We don't chase temporary market trends. We build structured, data-driven portfolios designed for long-term compounding and absolute protection.

Mutual Funds & Equity

Goal-based investing across high-performing AMC mutual funds. SIPs and Lumpsum strategies tailored to your risk appetite.

Tax Saving (ELSS)
Retirement Corpus
Child Education Funds

Risk Protection

Your wealth is useless if one medical emergency wipes it out. We structure optimal Term Life and comprehensive Health covers.

High-Cover Term Plans
Family Floater Health
Corporate Group Insurance

EasyClaims Service

Insurance companies rejecting your valid claims? We step in. My dedicated team handles the paperwork, the fighting, and the follow-ups.

See how we fight for you

Claim Rejected?
Don't Give Up. Give it to us.

Insurance companies often rely on technicalities to reject or delay valid claims. When you are dealing with a hospital emergency or a loss, the last thing you need is a legal battle.

Zero Stress Documentation We audit your policy and handle hospital/TPA coordination.
Rejection Reversal Expert analysis of repudiation letters to formulate a legal fightback.
Grievance Redressal (Ombudsman) We escalate to IRDAI and Ombudsman if insurers play foul.

Book a Claim Review Call

Recent EasyClaims Victories

Health Insurance (Cardiac) ₹8,50,000 Settled

Claim initially rejected citing 'pre-existing condition'. Reversed within 14 days after our medical audit.

Term Life Insurance ₹1.5 Crore Settled

Delayed for 6 months due to documentary anomalies. Escalated and settled in favor of the widow.

Numbers That Dictate Trust

Transparency is non-negotiable. Here is a snapshot of our performance models and claim settlement records.

EasyClaims YTD Performance

85%

Successfully Settled

₹12.4Cr

Total Value

Projected Wealth Growth (12% CAGR Model)

₹1.50 Crore

Est. Corpus after 20 Yrs

₹15k/mo

SIP Inv.

*Illustration purposes only. Assumed rate of return is not guaranteed. Mutual fund investments are subject to market risks.

Investor Awareness Programs

Educating the Community

Client Testimonials

Dr. Nikhil

"Sachin’s simple roadmap and budgeting help gave me confidence to invest. Now I follow the plan with clarity and stay focused on my financial goals."

Sagar More

"I invested without clear goals, but Sachin aligned my plans with proper SIPs. Now I have clarity, confidence, and know exactly what to do next."

Dr. Jayesh Khivasara

"Our claim was rejected, but Sachin guided us well and handled it professionally. His support helped us get the settlement and explain it to others."

Real Stories. Real Results.

Watch our latest case studies, market analysis, and wealth creation strategies directly from Sachin's desk.

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12:45

CASE STUDY

How we recovered a ₹20 Lakh rejected health claim in 14 days.

0:59

MARKET INSIGHTS

Why your SIP isn't beating inflation (and how to fix it).

CLIENT TESTIMONIAL