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About Us

Mr. Tejas Shah

Welcome's You

Pioneer Wealth Management (PWM) was established in the year 1972. The motto of Pioneer Wealth Management is to provide excellent services to our valuable clients through www.pioneerwealth.in website. PWM is one among the leading & professionally managed organizations where each of our customers will be able to analyse their individual insurance as well as mutual fund portfolio & other information for instance:- taxation, current changes in the economy, budget, and different types of investments avenues, loans, financial calculator & informative Article etc.

Mr. Ashok Shah, working as a Chief Life Insurance Advisor (CLIA). He had pursued B.Com & L.L.B. from the University of Saurashtra. In the year 1972 he commenced journey as a professional agent from the very small town of Gujarat. He professionally attended many seminars, trainings & workshops regarding insurance & investments.

Greatest Achievement :- He sold one of the biggest insurance policies of worth Rs.5 crores in the year 2001 & beat all the records at that time. Since last 30 years, in his hometown he is working as a one of the leading Insurance Advisor and has been consistently producing Insurance business.

The secret of his achievements are due to proper guidance to his customers through Financial planning, covering various requirements for instance, children's education, marriage provision and retirement, medical and risk provision for earning member of family. In addition to that he is offering valuable and prompt sales & well equipped services by using advent technology in his personal office.

He is the member of prestigious international organization MILLION DOLLAR ROUND TABLE (USA), world's the best life insurance and financial services professional organization. He has completed 25 years as a Chairman Club member. LIC chairman honoured him for the life membership & outstanding performance.

He is recruiting new agents called CLIA, who are trained under the experts hand and can make their career as a full time Insurance Advisor.

Mr. Tejas Shah is a Commerce Graduate; he had joined insurance industry in 2003. He passed AMFI exam in 2006 for acquiring expertise in Mutual Fund schemes. He is also a CERTIFIED FINANCIAL PLANNERCM. He is taking exhaustive training through attending various insurance training courses , Seminars in zonal training centres of LIC , Proactive course from Mr Santosh Nair . He has shared his opinion regarding life & non life insurance claim settlement with national base new channel CNBC AWAZ.

Since 2008 he is continuously qualified for the MILLION DOLLAR ROUND TABLE.

He truly believes in educating clients and by preparing excellent presentation as per individual and family requirements. Through his expertise and experience he select the best of Investment plan after comparing various other products of insurance as well as mutual funds & this helps the client to get perfect choice for their wealth creation and investment.

TESTIMONIALS

AWARDS

PHOTO GALLERY

My Services

Insurance Calculators

We provide all types of insurance calculators for example.

  • 1. Premium Calculator for your delight customers
  • 2. Loan amount calculators.
  • 3. Surrender value of your policy and many more....

Financial Calculators

We provide all types of financial calculators for example.

  • 1. Value of your investments after x years
  • 2. EMI calculators
  • 3. SIP Calculators and many more .......

eGreetings

Through our webiste you can send more than 800 Greetings to your customer with your personailasion text. All type of greetings are available below are few listed

ANNIVERSARY
BIRTHDAY
FESTIVALS
EVENTS
Other Services We Offer

SMS Alerts:

Weekly Alerts on all financial products as well as Premium status information

E-Portfolio:

A hassle free portfolio management service that gives freedom from handling of files & papers by providing all the details on CD.

Mutual Funds:

Complete Portfolio Diversification through investments in Equity Mutual Funds covering all Fund Houses in India.

Medical Insurance

Unique medical insurance products through Star Health & Allied Insurance – A Stand-Alone Insurance Company