At Vaibhavi Investment, our work speaks for itself. With a strong foundation of trust, service, and performance, we have helped hundreds of families protect their future and grow their wealth.

✅ Our Reach & Impact

• 👨‍👩‍👧‍👦 200+ Satisfied Families served with personalized financial guidance
• 📄 500+ Active Insurance Policies managed across life, health, term, and general insurance
• 💰 ₹25+ Crore Insurance Under Management (IUM) — ensuring peace of mind and financial security
• 📈 ₹3+ Crore Mutual Fund AUM (Assets Under Management) — helping clients achieve long-term financial goals

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📦 Our Services Include

• Life Insurance – Term Plans, Endowment Plans, ULIPs
• Health Insurance – Individual, Family Floater, Critical Illness
• General Insurance – Vehicle, Travel, Home, and Fire Insurance
• Investment Services – Mutual Funds, SIPs, Child Education Plans, Retirement Planning
• Goal-Based Planning – Tax Saving, Wealth Creation, Emergency Fund Setup

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🌟 Success Stories

✅ Mr. Deshmukh – Child Education Planning
With a SIP strategy and education insurance, we helped him build a ₹15 lakh fund over 10 years for his daughter’s higher education abroad.

✅ Mrs. Patil – Retirement Planning
Through term insurance and mutual fund investments, we helped her secure a regular income after retirement and tax benefits along the way.

✅ The Kulkarni Family – Health & Life Coverage
We designed a comprehensive protection plan covering life, health, and accident insurance with an annual premium that suited their budget.

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🤝 Why Clients Trust Us

• 100% Tailor-Made Solutions
• Excellent Client Satisfaction
• Strong focus on Trust & Transparency
• Tied up with India’s leading insurance & mutual fund companies
• IRDAI & AMFI Registered