M V Narayan

FINANCIAL SERVICES - Empowering people to build long-term cash flow income, since 2015 . Educate and Facilitate Business Owners on emerging trends in the areas of Compliances, Estate Planning and Alternate Investments

Mumbai, Maharashtra, India

About

My Mission - Empowering Business Owners to build Assets for Life-Long Cash Flow. Experience - I have a total 35 years of experience in both - Insurance and Business Consultancy. I was into Jobs in the IT industry for 10 years , which gave me, enough domain knowledge and experience about the Business Workings. I was a Business Development Associate in Software for Share Department, HR and Payroll, Fixed Deposits, Fixed Assets Management and ERP. I became a Business Consultant and ,in parallel, joined Tata AIA Life, as a Financial and Risk Protection Advisor for 17 years. I have profound knowledge of Life Insurance , namely Risk Protection, Health, Estate Planning and its benefits for the Business Owner and Family. I am , now, an Educator and Facilitator to Business Owners on the emerging future trends on the subjects of Wealth Care; Risk Protection, Government Schemes, Subsidies and Unsecured Loans; Expansion of Business Globally, through setting up and office in Ras-al-Khaimah, UAE. I work with CAs, Legal experts. Cost Accountants, Company Secretaries, Advisors, IT Specialists and Strategic Planners With varied experience, I now focus on Business Owners / High Net Worth Individuals to do: 1.Estate Planning for Retirement, Inheritance, Charity and Assets Structuring Strategy. Here, we are Business Associates with Bajaj Life Insurance and Dr Sanjay Tolani, Dubai 2. Alternate Investments like a) Investments in Start-up Eco System ; b) Invest in Special Credits which the Banks and NBFCs cannot fulfill c) Have an American Dream and invest in Commercial real estate in USA d) set up an office, land, warehouse or factory in Ras-Al-Khaimah ( an emirate in UAE ) 3. Government Schemes, Subsidies and Unsecured Loans - We can execute these with Companies , so that Business Owners can take full benefit. 4. Loans against Life Insurance for business. This can be structured so as to pay little or no tax. 5. Other Risks like Fire, Marine, Cyber, Trade Receivables, Directors Liability etc. These are high value risks, which business can look at. We have specialists in each of the risks. We ,also, give Free Advice and Mentorship to Students / upcoming Business Owners. M V Narayan 9820346739 and mail : [email protected]

Experience

  • Health Insurance Advisor at CARE HEALTH INSURANCE P Ltd
    Aug 2024 - Present · 1 yr 11 mos

    Protecting people hospital expenses through Insurance. Technology and peoples' concerns has given me an enthusiasm to guide common people to cover their health expense risk.

  • Business Development Partner at Bajaj Allianz Life
    May 2021 - Present · 5 yrs 2 mos

    Bajaj has certain plans that can build high wealth value , simply due to the compounding structure of the investment. It gives Living Benefits more than Death Benefits. The new plan - Assured Wealth Goal guarantees a tax-free income for a period of 44 years or till age 99. Excellent income source in addition to other pension income. For Free advice , call M V Narayan 9820346739

  • Business Consultant at Continental Financial Services
    Jan 2021 - Present · 5 yrs 6 mos

    Business Development for Dollar based Life Insurance for High Net Worth Individuals

  • Managing Partner at N K Consultants
    Jul 2019 - Present · 7 yrs

    Business Consultancy - for SMEs for Business Process Improvement in the area of Entrepreneurship and , Business Expansion , This is in collaboration with other specialized consultants , in their specific tasks. Compliances - We specialize in 2 main areas 1. ESG - Environmental. Social and Governance Standards. 2. Digital Personal Data Protection Act 2023 Global Financial Services - Associated with Continental Financial Services , Dubai for offering Protection and Transfer of wealth, through Global Life Insurance to the family members of High Net Worth Individuals; using emerging global trends. Assets Structuring and Management ; Estate Planning are the main areas we focus, using Life Insurance. Here, we involve Families ,too. This is worked on in collaboration with CAs, Lawyers and Investment Advisors. Business Mentor for Individuals who want to start a Low Risk Business and for Business Owners who need to expand.

  • Director at MMV Consultants P Ltd.
    Jan 2015 - Jun 2019 · 4 yrs 6 mos

    Involved in Business Development for MMV Consultants P Ltd . We are involved in Online Business Services. This includes - mobile recharge ; travel booking- bus, air, railway; Money transfers- Through YES Bank; Film industry