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Navigate financial uncertainties with confidence, get expert guidance,
and find the best insurance plans for your needs.
Plan Today, Prosper Tomorrow.
Grow your wealth with secure and reliable LIC investment options.
Start saving for a brighter future today.
Start saving for a brighter future today.
Personal Finance Planner | Life Insurance Professional
Licensed by LIC of India
I am a dedicated Personal Finance Planner, licensed by LIC of India, with a deep passion for helping individuals secure their financial future. After leaving my role as Manager Accounts in 2011, I embraced my calling as a full-time Life Insurance Professional.
With over 14 years of experience in Insurance Marketing, I am committed to providing financial protection and wealth-building solutions to individuals and families. As a Personal Finance Planner licensed by LIC of India, my passion lies in helping people create a lasting financial legacy.
I am honored to have received numerous prestigious awards from top officials of LIC of India for my performance. Since 2012, I have consistently qualified for the Million Dollar Round Table (MDRT)—a globally recognized mark of excellence in Insurance and Investments.
With a strong client base of 500+ individuals and families, I have helped create Life Insurance estates worth over ₹100 crores, ensuring financial security for generations.
Amritbaal
Perosnal
Insurance
Promotional
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EE
Insurance
Partnership
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Professional Service
Service Corner
Get expert assistance for all your insurance needs. Whether you have questions about policies, claims, or investment options, we’re here to guide you every step of the way. Reach out today for personalized support!
Our History
2011
Started LIC Career
I started my Life Insurance Profession way back in 2011 after quitting my job
as Accounts Manager in a reputed organisation. I did not want to get trapped in
comfort zone, getting retired at a certain age and leading a peaceful life, so I decided
to take a Life Insurance Marketing career without much background about this
Insurance Marketing
2012
Achieved MDRT
I faced a lot of struggle, hardships in the initial period, but I did not get stuck up
even after facing a lot of failures. The perseverance accompanied by tireless hard work
helped me achieve the MDRT (Million Dollar Round Table), a coveted global title for Financial
Planners in 2012 itself, and since then I have been achieving this MDRT (USA)
without any break for 13 years. MDRT is awarded every year in USA through
The Premier Association of Financial Professionals (USA) to Personal Finance Planners
around the world on the basis of certain business norms achieved in a calendar year
(Jan to Dec).
2025
Greater Services
With a strong client base of 500+ individuals and families, I have helped create Life Insurance estates worth over ₹100 crores, ensuring financial security for generations.
Testimonials
Mr. Srinivasa Rao guided me through the entire process of choosing the right LIC policy.
His deep knowledge, patience, and commitment
to customer service ensured that my family is financially secure. Highly recommended!
His deep knowledge, patience, and commitment
to customer service ensured that my family is financially secure. Highly recommended!
Shanthi Chennai
I was unsure about life insurance, but Mr. Srinivasa Rao made everything so simple.
His professionalism and personalized advice
helped me select a plan that fits my needs perfectly. Thank you for your excellent service!
His professionalism and personalized advice
helped me select a plan that fits my needs perfectly. Thank you for your excellent service!
DanielTrichy
Mr. Srinivasa Rao is a true professional who always puts his clients first.
His advice on LIC policies has helped me plan for my retirement
with confidence. I highly appreciate his dedication and expertise!
His advice on LIC policies has helped me plan for my retirement
with confidence. I highly appreciate his dedication and expertise!
Nagaraj Coimabtore
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