YKLICAdvisor • Professional Financial Planning

Plan Today.
Secure Tomorrow.

Smart financial decisions begin with a clear picture of your goals, liabilities, savings and future needs.

TRUSTTransparent guidance
EXPERTISEPlanning-focused approach
SECURITYGoal-oriented protection
GROWTHLong-term wealth focus
Yogesh Kumar Chauhan – YKLICAdvisor LIC and Financial Planning Consultant
🧮 Financial Calculators Smart tools for decisions 🎯 Financial Planning Plans for life goals 📚 Knowledge Centre LIC awareness presentation ☎ Expert Guidance Personal support
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Financial Calculators

Begin with Calculator #01: Professional Financial Health Assessment.

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Tailor Made Solutions

Dedicated planning modules can be connected here as they become available.

01

Personal Financial Planning

Securing Your Life's Journey.

OPEN SOLUTION →
02

Protection & Insurance Planning

Connect your protection analysis module here.

03

Wealth Creation Planning

Connect your wealth-planning module here.

03

LIC Awareness Presentation

Open the professional slide presentation to explain why financial protection and goal-based planning are important.

OPEN PRESENTATION For more details contact YKLICAdvisor
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04

About YKLICAdvisor

मेरा नाम Yogesh Chauhan है। मैं एक Certified LIC & Financial Planning Consultant हूँ। मैं लोगों को उनके सुरक्षित भविष्य, बच्चों की उच्च शिक्षा, बेटी की शादी और Retirement Planning के लिए सही Life Insurance एवं Investment Planning को समझने और चुनने में सहायता करता हूँ।

मेरा उद्देश्य केवल Insurance या Investment की जानकारी देना नहीं, बल्कि प्रत्येक परिवार को उसकी Financial Position को समझने, Financial Gap को पहचानने और भविष्य के लक्ष्यों के लिए उचित Financial Planning करने में सहायता करना है।

🎯 Our Mission

हमारा उद्देश्य हर परिवार को आर्थिक रूप से सुरक्षित (Financially Secure) बनाने की दिशा में सही Financial Planning Guidance प्रदान करना है।

🏆 Professional Achievements & Qualifications
  • MDRT (USA) — LIC of India से वर्ष 2021 में प्राप्त।
  • 26 Weeks Insurance Expert Course — Bima Gurukul, Delhi — 2020.
  • Lifetime Alumni Member — Bima Gurukul.
  • Wealth Management & Personal Finance Certificate.
  • Combo Expert Course.
  • Masters in Insurance & Risk Management.
  • Advanced Insurance Course.
  • professional courses — Bima Gurukul Delhi, Sarathi IT Solutions Mumbai, V K Consultancy Mumbai, IIOE Mumbai एवं HJ-AD Hyderabad से।
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Why Us? (हमें ही क्यों चुनें?)

Our clients choose us because “WE DON’T HELP THEM TO INVEST, WE HELP THEM TO CREATE WEALTH”
⭐ Expert & Honest Advice

हम ग्राहकों को उलझाने वाले नियमों के बजाय आसान भाषा में सही और पारदर्शी सलाह देते हैं।

🧮 Advanced Calculators

हमारी वेबसाइट पर उपलब्ध खास कॉम्बिनेशन कैलकुलेटर की मदद से आप खुद अपने प्लान और मैच्योरिटी का सटीक अनुमान लगा सकते हैं।

💬 24/7 WhatsApp Support

पॉलिसी लेने के बाद भी किसी भी सवाल या मदद के लिए हम हमेशा सिर्फ एक मैसेज की दूरी पर हैं।

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What We Do (हमारी सेवाएं)

हम केवल इंश्योरेंस पॉलिसी नहीं बेचते, बल्कि आपकी जरूरतों के अनुसार सही वित्तीय योजना (Financial Planning) तैयार करते हैं:

Customized Plan Combinations

आपकी उम्र और बजट के अनुसार कई LIC प्लान्स को मिलाकर बेस्ट रिटर्न और हाई रिस्क कवर वाले कॉम्बिनेशन तैयार करना।

Retirement Planning

जीवनभर रेगुलर पेंशन और टैक्स-फ्री मैच्योरिटी फंड की व्यवस्था करना।

Child Future Planning

बच्चों की पढ़ाई और शादी के खर्चों के लिए गारंटीड फंड का प्रावधान।

Full Claim Assistance

पॉलिसी सर्विसिंग से लेकर मैच्योरिटी और क्लेम सेटलमेंट तक हर कदम पर पूरी सहायता देना।

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Professional Achievements & Recognition

Professional milestones, certifications and important industry moments that reflect continuous learning, recognition and experience.

🏆

Experience • Learning • Recognition

Explore selected professional certificates and photographs from the YKLICAdvisor journey.

Symbol of Trust: My Prestigious MDRT Excellence Trophy

YKLICAdvisor • Professional Achievement

Official Recognition: My Prestigious MDRT Certificate, Signed by the LIC Senior Leadership (Senior Divisional Manager & Marketing Manager).

YKLICAdvisor • Professional Achievement

Academic Excellence: Certified Insurance Expert by Bima Gurukul after completing a rigorous 26-Week Course.

YKLICAdvisor • Professional Achievement

Lifetime Association: Proud Alumni Member of Bima Gurukul, Mentored by Sh. Sumit Srivastava Ji

YKLICAdvisor • Professional Achievement

Leadership & Excellence: A Proud Moment Standing with LIC Senior Leadership, DO, and Elite Branch Managers of Gurugram

YKLICAdvisor • Professional Achievement

Guided by the Best & Pillars of My Success: Honored alongside my Respected DO, Sh. Rohit Ji, and Marketing Manager, Sh. Chand JI Dhar Sab, of LIC

YKLICAdvisor • Professional Achievement

Proud Moment: MDRT Excellence:Receiving the Prestigious MDRT Recognition from LIC Management

YKLICAdvisor • Professional Achievement

Branch Excellence Award! Motivation doubled

YKLICAdvisor • Professional Achievement

Chasing Excellence, Receiving Honor! Poudly awarded by the legendary Sh.Himanshu Joshi Ji on the prestigious AD Platform !

YKLICAdvisor • Professional Achievement

Invaluable learning and guidance from the visionary IIOE Leader, Sh. Mukesh Joshi Ji !

YKLICAdvisor • Professional Achievement

Honored to connect and learn from the legendary IIOE Leader, Sh. Paras Jain Ji !

YKLICAdvisor • Professional Achievement

Privileged to meet Secretary, MeitY

YKLICAdvisor • Professional Achievement

Connect with Your Trusted Advisor

Yogesh Kumar Chauhan • MDRT (USA) • Sr. Financial Consultant