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About Us

Parag Suresh Bopardikar

Welcome You

This is a small attempt from my side to provide all my customers, accurate information & services they might require on their fingertips at a time of their convenience.

Parag Bopardikar Insurance & Investment Services(PBI & IS) Started its journey way back in 1992. Over the years it has emerged as a reputed Insurance Service outfit with name for Professional advice and dependable service.It has reached many Professional milestones on its way like prestigious membership of MDRT,USA Chairman’s Club Membership for LIC of india and awardees of Wealth Manager Designation By Life Insurance Corporation. PBI&IS has always strived hard to achive professional excellence. Acknowledging the power of knowledge, parag Bopardikar has achieved fellowship in financial Planning in india by Charted Insurance Institute, London. Dependable Service is the most important factor in PBI&IServices Success PBI&IS have invested in state of art officer with trained staff to serve its clients.

Vision

PBI & IS's Vision is to emerge as leading financial planning company of India by 2025 and establish an organization which will last for generations

Mission:

PBI & IS's mission is to offer 360 degree financial planning with prime focus on insuring Dreams of the client, by generating adequate funds for investing important life goals and providing adequate replacement income.


TESTIMONIALS

AWARDS

PHOTO GALLERY

My Services

Insurance Calculators

We provide all types of insurance calculators for example.

  • 1. Premium Calculator for your delight customers
  • 2. Loan amount calculators.
  • 3. Surrender value of your policy and many more....

Financial Calculators

We provide all types of financial calculators for example.

  • 1. Value of your investments after x years
  • 2. EMI calculators
  • 3. SIP Calculators and many more .......

eGreetings

Through our webiste you can send more than 800 Greetings to your customer with your personailasion text. All type of greetings are available below are few listed

ANNIVERSARY
BIRTHDAY
FESTIVALS
EVENTS
Other Services We Offer

SMS Alerts:

Weekly Alerts on all financial products as well as Premium status information

E-Portfolio:

A hassle free portfolio management service that gives freedom from handling of files & papers by providing all the details on CD.

Mutual Funds:

Complete Portfolio Diversification through investments in Equity Mutual Funds covering all Fund Houses in India.

Medical Insurance

Unique medical insurance products through Star Health & Allied Insurance – A Stand-Alone Insurance Company