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We at Proactive Investments are into Risk and Insurance Management. We provide our clients with consultancy related to the above. Our business was conceptualized and took form 25 years ago in the mind of a young entrepreneur who knew that every business is born out of a vision to succeed and to reach out to the masses. Mr. Chaitanya Digambar Gokhale, a commerce graduate wanted people to be aware of saving and investment options which would eventually make their future secure. Apart from that he also wanted his clients to make the right choice when it came to risk and insurance options and he did this by providing them with exposure, knowledge and guidance.

Today Proactive Investments has grown immensely and now boasts of a well-informed team who go to great lengths to assess the needs of the clients and then provide the policy that is best suited for them. We at Proactive Investments are specialists who also look after the administration part of your investments. Once you associate with us you can rest knowing that your investments will benefit you in time to come.

We endeavor to provide you the best and to do that we are not only constantly upgrading our services but also increasing our own knowledge about the newer insurance options available in the market today. As time comes we see ourselves growing into a bigger and better organization. We are a direct insurance consultant as well as an authorized collection center – This proves to be a blessing for our clients as they are offered a totally flexible approach to their insurance portfolio.

Services we Offer:

  • Risk Assessment
  • Web Services
  • Assistance in Claims
  • Insurance Portfolio Management (Online and one-to-one)
  • Policy Administration (Address change, Nominee change, Availing Loans and NEFT form collection)
  • A comprehensive review of the business process in order to assess the adequacy of insurance.

Since we are an authorized premium collection center we can collect premiums and issue premium receipts for your other LIC policies too. A few of the companies we are proud to be associated with are - LIC of India, New India Assurance Company Limited and Star Health and Allied Insurance Company. “You” matter to us and thus we take every effort to see that you are comfortable and have all the knowledge related to your investment.

Certifications at a Glance:

  • Certification from Charted Insurance Institute, London
  • Commitment Course Member of Institute of Excellence
  • Life member of Indian Financial Professional Association

Achievements:

  • Chairman club member of LIC and New India Assurance Company
  • MDRT qualifier since 2006
  • Court of Table (COT) 2009 – 2013
 
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