Initially, 1988 started working with LIC of India, Postal Small Saving Scheme, Unit Trust of India from home with service in Co-Operative bank. In 1990, started own firm named PRI Investment. After that Made a Package Policy and Market them in Whole Shaurashtra – Kachha Region. In 2001 Big Earth Quake came in Whole Gujarat on that time we paid 378 Houses and 22 Death Claim with this Package policy, these are in Morbi and Kachha small village area.
Initially We focused on Insurance sector my first goal was achieved in 1998 where became a Crorepati insurance agent, same achievement was repeated for five years in a row, further in the pursuit became a MDRT Club member in 2006. Realizing that now need a team to develop business appointed as a CLIA (Chief Life Insurance Adviser) till the date. With arrival of private insurance companies started with Reliance Life Insurance Co during 2006 as CDA and done a record base huge business, as business grew became Gold CDA since 2007 and expand the business with 40 under Agents and CDA’s, became MDRT Club member in Reliance Life Insurance Co. as well. Recognizing Continuing to serve better and competitively we started working with Reliance Life, PNB Met Life, Tata AIA Life ,HDFC Standard Life, Birla Sun Life, Kotak Mahindra Life etc..
While advising on Insurance policies realized that our clients needs advice on Financial Instruments and planning. We started working with UTI in the year 1988. Being the best performer in 2003 we were appointed as Chief Representative of Surendranagar District. As a team we achieved one more goal by getting Regional Club membership in 2006 which is still going on.
In this era of privatization in Mutual Fund sector working with Reliance MF, ICICI MF, HDFC MF and Birla MF etc. since seven years, I was also declared Gold club member of Birla MF, Gold Partner of Reliance MF, Chairman Circle in ICICI MF.
We are also associated with General Insurance, PAN card collection center, Postal saving , Western Union Money Transfer, PPF rendering services to the government agencies and people of my district.
Along with all the financial services also connected with Stock Broking Services, running a Branch of Trade Bulls Securities Pvt. Ltd.
Today after conquering all odds establish a firm which gives all kind of financial services under one roof that is our dream organization Capital House and our future plan is to start Franchise of Capital House at all Taluka place.