Jacob was born to middle class family of government servants in year 1981 in New Delhi. He completed his graduation from Delhi University and has worked for companies like Amazon and Intellinet Global services. At Intellinet, Jacob was inspired by then CEO’s vision of generating employment and bettering the livelihood of people.
Mother being a banker, helped Jacob to learn about necessities for saving and investment from early age which was just not available in year 2000-2005. After his stint at Intellinet, Jacob decided to open an Investment advisory firm which primarily focused and targeted ‘Millenials’ as this was the generation which needed guidance the most. Thus Secure Investment was formed.
Currently, we boast of having 3000+ happy investors, covering entire Delhi NCR area upto Bahadurgarh, Crossing Republic, Greater Noida, Manesar etc. Jacob has qualified for COT – MDRT foundation twice in row in 2018 & 2019 and belong to the prestigious Corporate club Members on LIC of India.
Services include Life Insurance, Mutual Funds, Health Insurance & Motor Insurance.
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer..
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
We have over 8 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
I am a professional financial consultant based out of New Delhi. Over the last 8 years, Secure Investments (company I founded) has acquired extensive experience in enabling clients to plan a secure future for them and their family members through risk based approach in managing their financial well-being. We are well versed with the Mutual Funds, Insurance and Health Insurance products.
Chandan Srivastava is the Relationship Manager, having an experience over 7 years in the financial services industry. He is responsible for overall health of the clients portfolio. He has been working with us since 2011 and takes care of the Mutual Funds and Health Insurance vertical of our company. He is well versed with all the aspects of Mutual Funds, Health Insurance and Life Insurance.
Mukesh Kumar looks into sales and is responsible for new client enrolment and preparing a portfolio well suited to client’s needs. He has an experience of more than 7 years in Insurance industry and is primarily responsible for Life Insurance vertical of our company. He is well versed with Life Insurance, Health insurance and Mutual Funds.