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Over 30 years of distinguished service in State Bank of India. Managed critical banking domains including State / Central Government Projects, e-Governance & e-Commerce Projects, Internal Audits & Compliance, Government Business Operations, Insurance and Mutual Fund Services.
Successful Insurance advisor, selected for the internationally renowned MDRT circle.
Certified Corporate Trainer & Facilitator with Certifications from SHRM (USA), CPD (UK) and HRCI, USA with Diploma in Home Loan Advising, Certification in Business Correspondents & Facilitators, Certification in AML & KYC and Certification in Digital Banking
IRDA certification in General and Life Insurance and NISM Certifications in Mutual Fund Foundation, Mutual Fund Distributor, Investor Education (Basic & Advanced) and Retirement Planning.
Empanelled Insurance Advisor for National Insurance Co. Ltd (Sales Channel Code: 9000206558, Licence No: NIC/417/20038421), Star Health and Allied Insurance Co. Ltd (Agency Business Code : BA0000955480) and ICICI Prudential Life Insurance Co. Ltd.( Advisor Code : ICI01684055)
Empanelled AMFI Registered Mutual Fund Distributor (ARN – 338518) for SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, Aditya Birla Sunlife Mutual Fund and Nippon India Mutual Fund
We believe in following a customized approach to each of our clients. We work closely with you to understand your unique needs and challenges, and develop solutions that are tailored to your specific situation.
Our consulting process unfolds in several key stages—initiation and discovery, defining the scope, data collection and analysis, solution development, implementation planning, execution, and ongoing monitoring and evaluation. This structured flow ensures a clear journey from understanding the client’s needs to creating practical strategies, putting them into action with client alignment, and achieving lasting, measurable improvements.
At Medha Business Consultants, our customer-friendly approach is centred on giving our clients complete clarity and confidence in every financial decision they make. We provide suggestions—never impose our choices—across a wide range of services including investments, general insurance, health insurance, life insurance, home loans, and property loans. We take the time to understand each individual’s goals, risk appetite, and financial capacity before presenting carefully evaluated options. We explain the benefits, risks, and suitability of each solution in simple, transparent terms so that clients can take informed decisions on their own.
From comparing business plans and preparing documentations to guiding clients through procedures, we offer full support at every step while respecting their independence. With Medha, customers experience honest advice, personalised attention, and a smooth, stress-free process across all their financial needs.
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