Care Beyond Cubicles
Supporting office wellness through intermittent medical evaluations.
About
- Vice President Sales, The Continental Group
- 20+ Years of Experience
- Expertise in Comprehensive Financial Planning
- Global Competence
- Customized Service
With over 2 decades of experience, Shalu specializes in comprehensive financial planning, which encompasses Intergenerational planning, investments and savings, health insurance and life insurance. Navigating global financial landscapes, she offers customized coverage to safeguard the interests of all parties involved with a long-term view that accounts for a range of internal and external factors like changing economies, global scenarios, market trends, inter-personal relationships, and other contingencies.
Committed to guiding High Net-Worth Individuals (HNIs) on their financial journey, her journey of excellence has been shaped by a longstanding association with The Continental Group, where she’s passionately honed critical skills and technical knowhow.
With a Master's degree in International Business from Delhi University and certification as a Financial Advisor from the Chartered Insurance Institute of London, Shalu brings a wealth of academic rigor to her practice. As of 2023, her unwavering commitment to excellence is underscored by her membership in the prestigious Million Dollar Round Table (MDRT) conference for 11 continuous years and the Court of the Table (COT) for 6 years now.
SERVICES
With a comprehensive team of Lawyers and Financial Planners, Shalu's mission is deeply rooted in making a meaningful contribution to people's lives. Her core expertise lies in:
Crafting financial legacies that transcend generations through strategic planning and wealth transfer.
Your trusted partner for life insurance, securing futures and ensuring financial stability.
Providing financial support during critical times by offering a lump-sum payout upon the diagnosis of specified illnesses, ensuring peace of mind and stability.
Protecting your well-being with comprehensive coverage tailored to your unique needs.
Holistic financial guidance encompassing strategic investments, comprehensive protection insurance, and safeguarding your investments for a secure future.
Providing peace of mind through diverse coverage options for unforeseen events and risks including Malpractice, Fires, Third Party Liabilities, Marine, Travel, and more.
Approach
A Commitment beyond Business.
With the unique ability of extracting the exact need of every client, Shalu believes that her obligation to her work extends far beyond business. At the heart of her approach is a deeply rooted personal commitment to each client.
Irrespective of the service vertical, Shalu’s process always begins with a thorough evaluation to assess if she is the right fit for a client, ensuring a genuine connection and the foundation for a successful partnership. With a laser sharp focus on the long-term financial fulfillment of every client, her customized plans reflect her attention to detail, unique foresight, and global expertise.
Here’s what makes Shalu different from any other financial planner you’ve ever met:
Personal Care
Shalu stands by her clients throughout their financial journey. From education and advice to protection, she ensures a smooth path every step of the way.
Critical Customization
Shalu's plans are not templates but personalized strategies, meticulously crafted for long-term financial fulfillment of every client she works with.
Attention to Detail
From the big picture to the finest intricacies, Shalu ensures that no aspect is overlooked while crafting a financial solution for her client/s.
Global Expertise
Backed by global experience, Shalu, with a team of dedicated professionals, brings competence, sensitivity, finesse, and a global perspective to individual financial planning.
Testimonials
Why Our Clients Trust Us
In all her years of practice, Shalu has been a constant presence in the financial journeys of many esteemed clients. Offering unwavering support and a reliable partnership, she has built her career on the foundation of truly understanding the intricate need of every client. Her commitment extends beyond transactions, for she believes that her work is all about building lasting relationships and ensuring that they achieve their goals with resilience and stability.
Amit Dongerkery
Dear Shalu,
You have been an excellent advisor to me with regards to
financial investments. Highlighting a specific/ unique
ability would be difficult. I will try to summarize our
experience with you below.
- You are a very pleasant person.
- You believe in your product and are confident in explaining your product, this makes us very comfortable.
- Importantly, you have a consultative mindset which allows you to find/customize solutions to fit our requirements/needs.
- You have been very calm and patient with me when it comes to shifting/changing of meeting timings, accept my apology again for that.
Dr. K Janardhan
Dear Shalu,
As we all know, each individual is unique. In my
interaction with you as an insurance professional of more
than six years, I have found you to be diligent (as in
your routine communication related to insurance).
I do appreciate your promptness in action (as in your
swift response on the critical illness claim procedure).
My wife and I appreciate your concern for a fellow human
being when they are in difficulty, (as you visited us in
person to meet us).
Your ability to communicate clearly and providing
information in advance ( as in your communications related
to premium payments)
Phani Kumar
Hello Ms. Sharma,
Your unique ability is to identify and pursue the personal
goals of your customer and to support them with your
products.
Pavan Nihalani
Hi Shalu,
These are the things that make you stand out as an
individual:
- You have a very clear, direct way of speaking which is easily understood.
- You get to the point very quickly which allows for meetings to be concise.
- You ensure that you have a thorough knowledge of the subject before arranging a call/meeting.
- You have a dedicated follow-up methodology which ensures nothing gets missed.
Ramesh Kumar
Dear Shalu,
My observation is as follows:
You are:
- A pleasant personality with a smile always
- Calm and precise in discussions
- "Make it simple" approach
- Straightforward and always keep the word
Vikash Nihalani
Shalu is perfectly well rounded when it comes to financial markets and matters, assisting particularly in long term planning for self and the family. Very approachable and reachable, happy to help in every way with a big smile on her face!
Gallery
Shalu's practice prioritizes proactive client care, featuring a robust program of pre-emptive measures. With that in mind, her annual calendar is replete with various events tailored to this purpose.
An expansive practice of data generation, meticulous analysis, and diligent tracking is leveraged to craft these events for maximum effectiveness. This proactive approach empowers clients to mitigate potential future scenarios and minimize associated expenses.
These events encompass targeted health check-ups, comprehensive awareness camps, and lots more in one-to-one, and group sessions as you can see below!
Contact
Feel Free to Consult with Us
Dedicated to the singular goal of devising a 'Roadmap to a Prosperous and Peaceful Tomorrow, 'Shalu meticulously engages with each client. Prioritizing a thorough understanding of individual needs, goals, and the contextual factors that surround them, she curates a customized plan.
Whether you seek to create a new plan or require an objective review of an existing one, we invite you to connect with Shalu. Our commitment remains unwavering — we are here to assist you comprehensively and effectively.
Shalu
Currently Working out of UAE,
but catering to an audience Worldwide
Currently Working out of UAE,
but catering to an audience Worldwide