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Proactive Investments

We at Proactive Investments are into Risk and Insurance Management. We provide our clients with consultancy related to the above. Our business was conceptualized and took form 25 years ago in the mind of a young entrepreneur who knew that every business is born out of a vision to succeed and to reach out to the masses. Mr. Chaitanya Digambar Gokhale, a commerce graduate wanted people to be aware of saving and investment options which would eventually make their future secure. Apart from that he also wanted his clients to make the right choice when it came to risk and insurance options and he did this by providing them with exposure, knowledge and guidance.

Concept:

There is a purpose behind every decision that you make in life because it depends on the requirements at that time. Keeping this in mind our policies are all “need based.” Insurance, investment and retirement all are needs that are taken care by LIC.

Insurance not only secures your family’s future but it can also secure yours by investing in good continuous income options.

Why Retirement Plans?

The retirement plans are important and are governed by the four C’s:

  • Contributing to Income
  • Consumption of Income
  • Conservation of Income
  • Continuation of Income

Income will not last throughout out lives and thus, LIC believes that investing wisely and early so that it will ensure that there is a steady income available when one does not have a job anymore. If we do not plan wisely for our continuous income then we will have to depend on the other two “Cs” which none of would really want in our lives “Child” and “Charity”.

Children’s Plans:

Children are an important part of life and they make a family complete. As parents our responsibility begins as soon as we hold them in our arms the first time they enter this world. In today’s world expenses are increasing immensely, keeping this in mind there are a number of children’s plans that have been designed in order to create wealth at various stages of their life. Education and Marriage are two important concepts covered in these plans.

Investments:

There are various kinds of investment options available in the market today. Each one has been created differently, taking into consideration various groups of people and the reasons they want to invest.

  • Guaranteed Returns
  • Moderate Returns with Risk
  • Returns with Risk
  • Complete Risk

While considering your plan we understand your needs and tailor each plan uniquely for you. We don’t believe in selling plans to you ad hoc. We firmly believe that each individual has different needs and the best options can be worked out by understanding his/her near and future customer requirements.

Factsheet

Basic Information

Nature of BusinessService Provider
Company CEOChaitanya Gokhale
Total Number of EmployeesUpto 10 People
Year of Establishment1989
Legal Status of FirmIndividual - Proprietor
Annual TurnoverUpto Rs. 50 Lakh

Our Mission

We at Proactive Investments believe that your investments are our concern. Keeping this in mind we help you select the correct plan so that you remain free from tensions usually associated with money and investments. Apart from this we guide you at all stages of your investment so that your financial future gets enhanced tremendously.

Achievements

  • Chairman club member of LIC and New India Assurance Company
  • MDRT qualifier since 2006
  • Court of Table (COT) 2009 – 2013.

Our Vision

We see ourselves growing as a company and eventually becoming the most trusted name when it comes to investments. We aspire to set our own standards in the industry by providing services that offer easy transactions, personal advice and guidance to our customers.

Awards & Recognition

  • Certification from Charted Insurance Institute, London
  • Commitment Course Member of Institute of Excellence
  • Life member of Indian Financial Professional Association.
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