COMPANY PROFILE
Doing The Right Thing At
The Right Time
Seven Stage Wealthcare Management Consultancy is recognized as a platform which deals with assisting individuals in their business protection solutions by providing the appropriate advice.
Our services include but are not limited to financial planning, keyman insurance, business continuity options, estate planning, portfolio management services, and comprehensive services such as a variety of General Insurance programs consisting of Individual and Group Medical policies, Motor Insurance, Property Insurance, Workmen Compensation and much beyond that.
Our Vision
Our vision is to provide innovative solutions to our valued clients for managing
and protecting their wealth and well-being to achieve desired objectives.
Why Choose us
Reason For Choosing Seven Stage Wealthcare
Improve efficiency, provide a better customer experience with modern technology services available around the world. Our skilled staff, combined with decades of experience.
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Our Strategy
Doing The Right Thing At The Right Time
We always tend to have holistic approach for giving any advice.
We ensure returns, safety, and liquidity on the part of our active management in order to provide the excellent service to our clients and attain their complete satisfaction.
To cultivate and maintain long-term relationships with our clients and business associates.
We also conduct frequent evaluation of our client’s portfolio and monitor their profile on a regular basis, thereby gaining our Clients trust and loyalty by upholding the highest levels of integrity, professionalism and morality.
We are quick, flexible, and constantly searching for innovative ways to enhance customer experience.
Our Team Member
Our Expert People Will Help You
Rajeev Ranjan
Ceo & Founder
He has got 21 glorified years of Sales & Marketing work experience. He started his journey with Pharmaceutical Industry in Delhi.2005 he moved to Pune to look after Rest of Maharashtra and Goa. Since 2006 he came to Financial Sector, He worked with 3 major companies in India Kotak, Aegon Religare and HDFC Life at Senior Level, where he managed different verticals & drastic growth path. Since 2015 working as a Chartered Financial Consultant in UAE & being a consistent MDRT member & a mentor, Manging big portfolios as well.
Over 6 Years in Gulf, Rajeev has built over 250 Client Relationships across 30 Industries.
He has facilitated over US$ 100 million worth of Life Insurance & Investments for his clients.
An exceptional in his field with positive approach & his approach is rooted in strong, comfortable client relationships, built on a thorough and transparent understanding of his clients’ financial status and their aspirations. His expertise lies in consultation for wealth management, life insurance, Retirement planning ,education planning, investment and sustainable financial success etc.
Dr Kavita Parkash
Partner
"Dr. Kavita Prakash is a medical practitioner and a highly efficient performer. She has worked in premier medical institutes in Delhi such as AIIMS and Safdarjung hospital. She holds a Masters degree in Hospital administration and has worked as a medical expert in insurance sector. She is passionate about finance and investment and is very keen to work in this sector."
50% discount for your first consultancy
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