• Kesariya Advisory, 29/2 Ibrahimganj, First floor, Hamidia road,Bhopal (M.P) 462001



Insurance Advisor Success Coach

Meena Kothari

Successful Professional Financial Advisor

Born & brought up in North Lakhimpur, Assam, I did my CA (Inter) with a three year article ship in Chennai after doing my graduation in Commerce. I began my professional journey in the year 2009 at Max Life as an Advisor. My natural flair for communication has helped me establish business relations effortlessly & retain my clients. I have carved a niche for myself as

Well qualified and trained

Awards And Recognition

Social engagement

Top Insurance Advisor & Coach

WHY CHOOSE

She is C.A (inter) with 3 years articleship from Chennai and Graduate with Accounts Honours from Assam.Life Insurance Marketing & Research Association (LIMRA), USA. IRDA CERTIFIED and also AMFI CERTIFIED.

MDRT and been awarded in LOS ANGELES,TORONTO,LONDON, SWITZERLAND, AMSTERDAM, ISTANBUL,CAPE TOWN, HONGKONG,DUBAI, SINGAPORE, BALI,PHUKET,DUBAI,KAULALAMPUR,PHUKET.
Meena Kothari

3789

lives Change by Meena Khothari

Meena Kothari

50+

AWARDS

Meena Kothari

18

Working Years

Meena Kothari

18

Experience

Financial Advisor

How We Do

Step-1

Investment advice: Financial advisors offer advice on those investments that fit your style, goals, and risk tolerance and goals, developing an investing strategy and making adjustments as needed.

Step-2

Debt management: Financial advisors can create strategies to help you pay down your debt and avoid debt in the future.

Step-3

Budgeting: A financial advisor will provide tips and strategies to create a budget that helps you meet your goals in the short and the long term.

Step-4

The fourth step is to develop planning recommendations. As a result, the planner chooses one or more recommendations to maximize the outcome for addressing the client’s funding requirements.

Step-5

Saving for college: Part of a budgeting strategy may include strategies that help you pay for higher education.

Step -6

Retirement planning: Likewise, a financial advisor will create a saving plan crafted to your specific needs as you head into retirement.

Step-7

Estate planning: Financial advisors will create a plan and help you identify the people or organizations you want to receive your legacy after you die.

Step-8

Long-term healthcare and insurance: A financial advisor will provide you with the best long-term solutions and insurance options that fit your budget.

Step -9

Tax planning: Tax return preparation, Maximizing tax deductions, Scheduling tax-loss harvesting security sales, usually around year-end, Ensuring the best use of the capital gains tax rates, Planning to minimize taxes in retirement.

Testimonials

“I’ve been a client at Meena Kothari Insurance Advisor for many years. I appreciate Meena Kothari ji’ Thank you for a job well done.”
“Meena Kothari is a great person with great character. She is very trustworthy and provides excellent service. Meena Kothari has made the process of dealing with insurance easy and painless. This is a process I normally dread but he made it easy. She made recommendation that no other agent had ever made all the while saving me $ in the end. I would recommend Meena Kothari Insurance Advisor to any of my friends or family.”

Life Insurance

Good hands for the good life.