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MR. VIJAY YASHWANT SHETYE.
B.COM., G.D.C.& A.
ZONAL MANAGER CLUB ADVISOR
EXPERT IN FINANCIAL PLANING
WE ARE WORKING IN FINANCIAL SERVICE UP TO LAST 17 YEAR.
1700+ LIFE INSURANCE+HEALTH PROPOSAL COMPETED THIS TIME
WE HAVE 1.50 CR. LIFE FUND SERVICED TODAY
VISION
My vision as an LIC advisor is to help every family stay financially secure by providing the right life insurance solutions. I aim to guide people with honest advice, understand their needs, and support them at every step—whether it’s choosing a policy, paying premiums, or making a claim. My goal is to build long-term trust, protect futures, and bring peace of mind to every household I serve.
OUR COMPANY STRINGHT
Customer-Centric ServicesLIC now offers digital servicing, SMS updates, customer portals, and easy premium payments via apps, UPI, and banks
Trust & Legacy (Since 1956) LIC (Life Insurance Corporation of India) has been serving Indian families for over 65 years. ➡️ Generations trust LIC with their savings and protection
Largest Customer Base
Over 40 crore+ policyholders across India.
➡️ LIC serves people in cities, towns, and rural villages, with unmatched reach.
Highest Claim Settlement Ratio
LIC has a claim settlement ratio of over 98%, which means your family is most likely to receive the promised benefits without hassle.
Wide Range of Plans
From term plans to savings, pension, child plans, and money-back policies, LIC offers solutions for every life stage.
. Government-Backed Security
LIC is owned by the Government of India, which builds high public trust and confidence.
➡️ People feel secure about payouts and claim settlement.
OUR SRVICE
Understanding Customer Needs
• We meets the customer personally or virtually. • Understands their financial goals, family responsibilities, and budget. • Suggests the right policy based on needs (term, savings, child, or retirement plan).
Assisting in Documentation
• Helps fill out the proposal form properly.
• Guides on medical tests (if required).
• Collects necessary KYC documents (ID, address, PAN, etc.).
Reminder Systeam
• Sends reminders before due dates via WhatsApp, SMS, or calls.
• Helps keep the policy active and avoid lapses.
Claim Support
In case of a death or maturity claim, the agent:
➤ Guides family with documents
➤ Helps file the claim correctly
➤ Follows up with the insurance company for faster processing
After-Sales Service
➤ Nominee change
➤ Address/premium mode update
➤ Policy status check
➤ Porting or policy revival
Regular Policy Review
Reviews the customer’s financial condition every 1–2 years.
Suggests top-up, new plans, or changes based on life stages (marriage, children, income increase).
WHY IT NEED
Financial Protection for Your Family If something happens to you, life insurance provides a lump sum amount to your family. It helps cover: • Daily living expenses • Children’s education • Outstanding loans or EMIs
Replaces Lost Income
If you are the primary earner, life insurance ensures your dependents won’t face a financial crisis due to sudden income loss.
Loan & Debt Repayment
Life insurance helps settle debts like:
• Home loans
• Personal loans
• Credit card bills
So, your family won’t inherit financial burdens.
Future Planning & Peace of Mind
With life insurance, you can plan for:
• Child’s higher education
• Marriage expenses
• Retirement income (if you choose investment-linked plans)
What is Financial Planning? Financial planning is the process of setting financial goals and creating a step-by-step strategy to achieve them. It helps you manage your income, expenses, savings, and investments so you can live comfortably today and be prepared for tomorrow.
OUR PRODUCT
TERM PLAN
CHILD EDUCATION PLAN
RETIERMENT PLANNING
HEALTH INSURANCE
RETIERMENT CALCUATOR
CHILD EDUCATION CALCULATOR
HUMEN LIFE VALUE
LOAN EMI
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SHRI. SAGAR KADAM.
PRINCIPAL- KRUSHI TANTRA NIKETAN VALIVANDE
श्री विजय शेट्ये सर हे एक प्रगल्भ आणि अनुभवी फायनान्सिअल ॲडव्हायजर म्हणून परिचित आहेत. त्यांच्या मार्गदर्शनामुळे अनेक व्यक्तींनी त्यांच्या आर्थिक नियोजनात योग्य दिशा मिळवली आहे. त्यांनी दिलेले सल्ले केवळ गुंतवणूक किंवा बचतीपुरते मर्यादित नसून, ते आर्थिक शिस्त, दीर्घकालीन दृष्टिकोन आणि सुरक्षित भविष्य घडवण्याकडे वाटचाल घडवून आणतात.
त्यांचे सल्ले हे केवळ व्यावसायिक न राहता, विश्वास, पारदर्शकता आणि ग्राहकांच्या हितासाठी झटणारे असतात. विजय शेट्ये सरांचा दृष्टिकोन हा सोप्या भाषेत गुंतागुंतीचे विषय समजावून देणारा, आणि प्रत्येकाच्या गरजेनुसार अनुकूलित सल्ला देणारा आहे.
त्यांच्या मोलाच्या मार्गदर्शनासाठी त्यांचे मनःपूर्वक आभार मानावे तितके थोडेच आहे. "सुरक्षित आज आणि उज्वल उद्याचा मंत्र" त्यांनी दिलेल्या आर्थिक सल्ल्यांमध्ये दडलेला आहे.
🌟 "सल्ला देणारे अनेक असतात, पण दिशा देणारे फार थोडे; विजय शेट्ये सर त्या थोडक्यांपैकी एक आहेत." 🌟
आपण त्यांच्यासारख्या सल्लागाराचा लाभ घेत आहोत, हे निश्चितच सौभाग्याचे आहे...
!! श्री सागर कदम!!
प्राचार्य, कृषी तंत्र निकेतन वळीवंडे.