Meet Rekha Dandwate: Your Trusted Financial Planner
Hello, I’m Rekha Dandwate, a Senior Agency Partner at Kotak Life Insurance, proudly serving clients in Nagpur and beyond. With a solid foundation in the technical analysis of the stock and commodity markets, I have a unique perspective on financial planning that combines analytical precision with personalized care
Over the past four years, I have dedicated myself to helping individuals and families achieve their financial goals through thoughtful, customized planning. My career has been marked by several significant achievements, including:
My career has been marked by several significant achievements, including:
3 Times MDRT USA Qualifier: This prestigious recognition reflects my commitment to delivering exceptional
financial planning services and maintaining high ethical standards.
2 Times CEO Circle Member: This honor, received in both Cape Town and London, underscores my ability to exceed client
expectations and drive successful out comes in financial planning.
HIFI Singapore: Recognition for high-impact financial strategies that ensure my
clients’ wealth and security are always prioritized.
Top Partner of Rest of the Maharashtra: Recognized for exceptional performance and leadership in the Maharashtra region.
Silver Circle – Bangkok Phuket: Awarded for outstanding achievements and contributions in Bangkok and Phuket.
Why Choose Rekha Dandwate Financial Planning?
AChoosing the right financial planner is crucial to achieving your financial goals. Here’s why clients trust and choose us:
Personalized Financial Planning
We understand that every client is unique, and we customize financial strategies to meet your specific needs and goals.
Expert Guidance
With a background in technical analysis and extensive experience in financial planning, I provide insightful advice to help you make informed financial decisions.
Transparent and Trustworthy
I believe in building long-lasting relationships based on trust and transparency. My clients appreciate the honesty and clarity with which I handle their finances.
Comprehensive Services
From retirement planning to wealth creation, we offer a full range of financial services under one roof, making us your one-stop solution for all financial worries.
Client-Focused Approach
My approach is centered around your financial well-being. I work closely with you to ensure that your financial plans are aligned with your goals and aspirations.
Awards and Accomplishements
We Are Proud Of Our Achievements
What Our Clients
Say About Us
All testimonials
I appreciate the knowledge Mrs Dandwate has about financial planning. She explained me the various modes of savings which will be helpful for me after my retirement and for my children need when they grow up. I invested according to her advice and had already benefited from it. My best wishes to her in her efforts of knowledge sharing.
Rekha ji as personality I have observed is very committed towards her work, performs perfectly as assured to customers and collogues. Smart enough to convince everyone with true knowledge and honest attitude. A through hard working enthusiastic personality I have rearly seen. Proud of her to be my close family friend. All the best for her upcoming events
I truly appreciate the work ethics and exceptional customer services of Ms Rekha Dandwate. Ms Rekha Dandwate is right person to know your Insurance Policy. She very well explain n guide us to take appropriate policy.
I am a retired Principal of Govt. PG College, Madhya Pradesh. I know Mrs Rekha Dandwate for last 30 years.
She very efficiently explains the appropriate policy according to one’s need.I am fully satisfied with her services.
