Mr. Anand Shetye is like a mentor, a life coach for my family. He has planned complete risk planning for my family with a Term Plan, HDFC Ergo Optima Secure Family Floater, an Individual Accident plan of My: Health Koti Suraksha and Cancer Plan I Can. As well he has meticulously planned my investments with a Goal-based Financial Plan taking an Mutual Fund SIP route. He explains every financial product in detail which suits for the existing phases in life. Anyone who at the early stage of life wish to financially plan it, should connect with him.
I hold Energy (Silver) policy issued at that time by Appolo Munich Health Insurance Company which was taken over by HDFC Ergo General Insurance Company, since the year 2021. In the year 2022 being a diabetic person cataract was diagnosed but as there was a waiting period of two years for this procedure, I scheduled my cataract operation of both the eyes at Infinity Eye Hospital at Tardeo, in December 203$, costing 50K each eye which was approved by HDFC Ergo General Insurance Company through a reimbursement claim. Recently I was diagnosed with a kidney stone, and an operation of Ureteroscopy was needed and was performed at Sir H N Reliance Hospital which cost around 2 Lakhs and was performed on pre-approval basis and the whole cost was beared by my Energy Policy, and as well the pre-hospitalization expenses were recovered fully in a reimbursement claim. Mr. Anand Shetye who is Insurance Institute of India, Diploma in Health Insurance holder, is a authoritative consultant in insurance and you may approach him for advice on your protection needs. I thank as well HDFC Ergo General Insurance Company for standing firmly at the time of urgency, as well thank Relationship Manager at Fort Branch, Mr. Ankush Devale for assistance.
Mr. Anand Shetye has helped me plan my finances since last ten years. His advice and foresight has helped me build a strong portfolio of equity, debt, mutual fund and Gold ETF. He has a very profound knowledge and patiently explains which makes things easy to understand. His financial guidance has been invaluable to me in building a strong portfolio. I highly recommend him.
Anandji helped me build a strong financial foundation by first covering my risks with health and term insurance, then creating a goal-based investment plan. His deep knowledge and genuine advice gave me great confidence. I truly appreciate his honest, professional approach and highly recommend him for financial planning.
Mr. Anand Shetye is a qualified financial planner who offers need-based solutions. I have gotten my personal and family's health and life insurance policies done through him and it has been a seamless and good experience. He explains in thorough detail about the term and health insurance policy options in the market and provides goal-based investment plan. Also answers your queries very patienlty. Recently he also advised, assisted and guided us to execute a will, being a part of estate planning for us.
