Who are we ?
At Jeevan Singh Bhati Financial and Insurance Services, we have been dedicated to securing the financial well-being of over 1,000 families for more than 25 years. Our personalized approach ensures that every client receives expert guidance in financial planning, life insurance, and investment solutions. Committed to trust, transparency, and long-term relationships, we strive to help you achieve your financial goals with confidence. Let us be your partner in building a secure and prosperous future.
Jeevan Singh Bhati
Founder
Mr. Jeevan Singh Bhati is a trusted financial advisor with over 25 years of experience in financial planning and insurance services. He has successfully guided more than 1,000 families toward financial security with personalized solutions. Known for his integrity, transparency, and client-centric approach, he is dedicated to helping individuals and businesses achieve their financial goals with confidence.
Comprehensive insurance solutions
for your peace of mind
Meet our insurance experts
Experienced Staff committed to your protection
Aditya Raj Singh Bhati
Business Manager
Aditya Raj Singh Bhati is a dynamic business manager focused on operational excellence and client satisfaction. His leadership and problem-solving skills contribute significantly to the company's growth and success.
Meena Bhati
CEO
Meena Bhati, as the CEO, leads with vision and determination. Her strategic insights and dedication drive the company's growth, fostering a culture of excellence and innovation.
Swati
Agent Manager.
Swati, as the Agent Manager, excels in team leadership and agent development. Her dedication and effective management ensure strong performance and exceptional client service.
Shubhangi
Sales Manager
Shubhangi, as the Sales Manager, is driven by results and client satisfaction. Her leadership and strategic approach contribute to the team's success and business growth.