Mrs. Vidhya Bhat is a certified investment advisor with various commendations in her cap. She is member of MDRT (Million dollar round table) one the most premier associations for financial advisors across the globe. She has also been ranked as top advisor in her branch and Udupi Division numerous times for the best insurances practices and sound insurance advices rendered to her client.
Philosophy
She wants to be your trusted advisors for the long term, so she gives you the decision tools rather than making decisions for you. She wants to educate you because an educated client is a good client. Its been her pleasure to have helped more than 700 + customers with the right policies specifically suited to their lifestyle and needs. As though complementary, consistent, sincere service with diligent follow-ups has led to strong customer trust.
Core Values
Our team works on few core values which define the standard of services we offer
- Customer first always
- Shared ownership
- Trust & integrity
- Complete transparency
- Service is what builds relationship
- And last but not the least financial health of a person is as important as physical health