Kohli & Kohli
We are delighted to have you here. We are experts in the field of wealth and risk management. Kohli & Kohli Financial Consultants is to assist you in your journey to achieve your financial goals and to secure your Family legacy. Over the years of our dedicated services to our customers, we have built a strong and a loyal customer base who solicit our services for all the financial needs. We have a host of services, which we believe will be of your immense interest. We hope that the content and tools on this website will be of great use to you.. We strive to be the most trusted Financial consultants in India. We provide services in the insurance & financial arena but what we are actually known for are the close bonds that we form with our customers, or rather our family members as we like to refer to them.
The Team pursues a strategy of providing the best of services. Its services are the result of an amazing amount of attention to detail, seamless teamwork and flawless execution. Combining it with expertise in financial planning, it enjoys leadership in wealth management services, becoming the first choice for individuals, professionals, NRI, HNI clients, institutions & corporate houses. In 2019, the base expanded to service over 2,000 families.
He has Founded this firm in 1989 and have been serving Life Insurance Advisory since then. He is recognized amongst the most successful Insurance Advisor in the Delhi ncr having experience of over 31 years in life insurance industry. He has attended various meetings and conferences in India to keep himself updated with the latest trends and technologies for the benefit of his clients.Sunil Ji Started this profession as a part time income source along with Bank job. Took Voluntary retirement from Bank and Started this as full time Business. Some of his Key Achievements. Member of Million Dollar Round Table (Apex Body for Life Insurance Agents) since 2000. Qualified for the same 20 consecutive times. Chairman Club Member for past 17yrs. Sunil ji & his Family was honoured by Mr. S.K. Roy respected Chairman of LIC of India for his notable performance.
She is the backbone of Kohli & Kohli Financial in the true sense of the term. As a Co- Founder she is extremely self-motivated, result driven and target oriented. Graduated from Delhi University her creativity and quick decision-making skills along with her capability to work in a group, lead, coordinate and motivate the team has been largely responsible for the team’s success.
Masters in Marketing & Finance has over 10 years of Financial Consultancy expertise. Ankit’s vision as is to create a AUM 100 Cr. in next five years and serve more than 10,000 satisfied Families associated with us. He has Completed AMFI – Mutual Fund (Advisors) Module NSE’s Certification in Financial markets (NCFM) in 2017. Also Member of Million Dollar Round Table (Apex Body for Life Insurance Agents) since 2013. Qualified for the same 8 consecutive times.
Mrs. Manvi Kohli is our Operations head. As per her qualification she did her Master in Philosophy. Another branch to kohli & Kohli Financial she is responsible for ensuring client satisfaction and continued operational success. Also as leader she make sure that there is no delays in Clients payments as in way of Maturities or Money Back. Identifying and cultivating the processes and infrastructure that support effective design, help to drive value into the various projects of the team.
Business Head- Mr. Vikas is a Merit holding Graduate in Commerce. He has about 22 years of experience in Insurance industry and has been with Team Kohli & Kohli since July, 1998. He expertise in Life Insurance Review and eligibility enhancement. He has been One of the Strongest Pillar in Team Kohli & Kohli.
Marketing Manager- Mr. Bijender has a Bachelors degree in Arts. He has over 17 years experience in Heath Insurance and is working with Team Kohli & Kohli since the last 13 years. He has extensive expertise in Health Protection and claim settlement.
Backend head Ms. Simran Kaur is a graduate in Computer Science. She has an experience of more 6 yrs of Tele Calling and has been in Team Kohli & Kohli for more than 2 yrs. She has good working experience in Life Insurance, health and Motor Insurance.