Dsouza's Expert Profile

Queries Replied : 8

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About me

Now an Entrepreneur and consultant in financial services, primarily in every type of insurance whether life, mediclaim, vehicles, industries, offices etc after 22+ years in Marketing, Financial Services and performance HR. Done BBA (business Administration) and IRDA + CPFA certification by SEBI.

 

Providing financial advise & help to individuals, families, businesses and companies in India.
I currently partner with LIC, New India, Star, Apollo, Max Bupa etc;



I also apply HR expertise in applying to employee retention tools like the employer employee schemes for loyalty & retention, medical insurance without the co payment and other problems created by TPA's as profit is not the motive (for me).

    What kinds of questions I can and can't answer?
    I can answer most questions on insurance related, whether Life, Medical or General insurance from a practical viewpoint. I also am knowledgeable about what goes on in the industry to a good degree as I work with several companies.

    My area of expertise
    Financial consultancy

    My experience in the area (years):
    6

    Organizations I belong to:
    Nice Insurance Services, Lic, New India, Apollo Munich, Star health, max Bupa, icici Lombard, Birla sunlife

    Publications or writing which has appeared :
    Comments in many online blogs, challenging many misleading articles by so called experts. Can provide links if needed.

    Educational credentials:
    BBM, CPFA

    Award & Honors:
    .

  • Abhishek sharma says : Employer employee insurance
    If some one is director at 3 different companies.He has taken employ employer there in one of the company.He is taking salary from all the 3 companies. Now if he want employee employer insurance from another company... Can Lic propose such policy to the company. Pl suggest.

  • kunal says : employer employee insurance
    hello sir , want to ask u.. on employee employer insurance.. till the time policy is not assigned how can it be actually it be treated as perk and taxed annually from year 1 ..


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