Plan Today. Secure Tomorrow. Build Wealth for Life.
Smart, goal-based financial planning for your family, your future and your financial freedom — guided by 34+ years of experience in insurance and investment advisory.
A structured process — not guesswork — so every recommendation is grounded in your real financial picture.
01
Understand Your Goals
02
Analyse Your Financial Position
03
Identify Risks & Gaps
04
Create Your Financial Plan
05
Review & Monitor
About Rajendra Shrimali
Three decades of guiding families toward financial security.
Rajendra Shrimali is a Financial & Wealth Planner and Insurance & Investment Consultant with over 34 years of dedicated experience in the insurance field. Over this journey, he has helped hundreds of families across India understand their money, protect what matters most, and build wealth with clarity and confidence.
His approach is simple: every recommendation begins with your goals, not a product. Whether it's protecting your family's income, funding your child's education, or planning a comfortable retirement, Rajendra builds each plan around what truly matters to you — and stays with you to review it as life changes.
34+
Years of Industry Experience
1000+
Families Advised
11
Areas of Financial Expertise
100%
Goal-Based Approach
Why Choose Me
Advice built on experience, trust and a long-term relationship.
34+ Years of Experience in the Insurance Field
Personalized Financial Planning
Goal-Based Approach
Family Protection Focus
Retirement Planning Expertise
Investment & Wealth Planning
Long-Term Client Relationship, Built on Trust
Moments & Recognitions
A glimpse into 34+ years of trust, awards and client care.
From industry felicitations to client milestones — a look at the journey so far.
Guard of HonourGujarat University Event
Industry FelicitationAhmedabad Insurance Conference
Certificate of AchievementLIC Ahmedabad Division
Ahmedabad Bima ChampionAward of Appreciation, LIC
35 Years of RecognitionA Journey of Trophies & Honours
Client AchievementNiva Health Insurance — Aspire Plan
With FamilyA Legacy Being Carried Forward
Plan Today, Happiness TomorrowLIC Family Protection Campaign
What is Financial Freedom?Client Education Series
7 Characteristics of Regular IncomeBuilding Stability & Freedom
"Thanks for the prompt service on my insurance related query."
JD
Joseph Devassy
ONGC, Vadodara
Verified Client
"Thanks for helping me in the claim process of my health claim. Your quick action really helped me, Sir. Thanks again."
DP
Dipak Patel
Ahmedabad
Verified Client
"Thanks for helping me sort out my LIC maturity claim."
J
Jagdish
Gandhinagar
Verified Client
"Thankful to Rajendra Uncle for planning my future life. Your advice will help me build my career."
JP
Jainam Panchal
Science City, Ahmedabad
Verified Client
"Thanks for helping me with my claim procedure from a distance of about 800 kilometres. I'm from Pune, but you resolved my maturity claim with the Gandhinagar Division of LIC. Your ability is your strength, Sir."
SL
Shambhaji Lokhande
Pune
Verified Client
"We have had a relationship of about 30 years, Sir. Your future-visionary planning is so awesome. You planned for my child's education and marriage in the past, and your continuous support helped me pay my existing premiums. I have achieved all my goals for my child — it has been fulfilled with your advice."
PD
P. F. Diwan & Family
Gandhinagar
Common Questions
Frequently asked questions.
Why do I need financial planning if I already have insurance?
Insurance protects against risk, but financial planning brings your income, investments, goals and protection together into one coherent strategy — so every rupee works toward a purpose.
How is a financial plan created for me?
We follow a structured five-step journey — understanding your goals, analysing your financial position, identifying gaps, creating your plan, and reviewing it regularly as life changes.
Is there a minimum amount required to start SIP or investment planning?
Not necessarily — SIPs can often begin with modest monthly amounts. During your consultation, we'll recommend an amount aligned with your income and goals.
Do you help with both life and health insurance?
Yes. Life and health insurance are core parts of a complete financial plan, and recommendations are tailored to your family size, age and existing cover.
How often will my financial plan be reviewed?
Financial plans are reviewed periodically and whenever a major life event occurs — a new job, marriage, a child, or a change in goals — to keep your plan aligned with your life.
How do I get started?
Simply book a free consultation via WhatsApp, call, or the contact form below. We'll begin with a no-obligation conversation about your goals.
Get In Touch
Let's build your financial plan, together.
Reach out for a free, no-obligation consultation — or send your details and we'll get back to you.
