Who We Are ?
Votavats Insurance and Investment Consultancy
is a trusted name in the financial advisory sector, dedicated to helping individuals and businesses secure their financial future. With a legacy spanning over 47 years, we take pride in offering expert guidance and personalized financial solutions tailored to meet the diverse needs of our clients.
Our Legacy
Founded in 1977 by Kantilalji Votavat, a visionary financial consultant, Votavat’s Insurance & Investment Consultancy was established with a commitment to providing expert financial advice with integrity and excellence. His deep understanding of the financial landscape laid the foundation for a company that prioritizes trust, expertise, and customer-centric service.
Our Growth & Expansion
In 2003, Tarun Kantilalji Votavat joined the company after completing his graduation, bringing with him a fresh vision for expansion. Recognizing the increasing demand for diversified investment strategies, Tarun introduced a broader range of financial advisory services. His contributions have played a crucial role in strengthening Votavat’s position in the financial services sector, enabling us to provide comprehensive investment planning, wealth management, and risk protection solutions.
Our Commitment to Excellence
At Votavat’s Insurance & Investment Consultancy, we believe that financial security is built on a foundation of informed decision-making. Our experienced team of financial advisors is committed to guiding clients through the complexities of investment planning, insurance, and wealth management. We offer personalized strategies that align with each client’s goals, ensuring they have the right financial roadmap to achieve long-term success.
Our Business Partner
Hear From the Visionaries
Our Vision
To be the most trusted and innovative provider of insurance and investment solutions, empowering individuals and businesses to achieve financial security and success through personalized, expert guidance.
Financial planning can be overwhelming. Our vision is to simplify it, personalize it, and make it work for you. We aim to stay ahead of industry trends, leverage cutting-edge technology, and provide unparalleled expertise—so that you can make informed decisions, protect your assets, and grow your wealth with confidence.
Our Mission
To deliver personalized, expert financial advice that helps our clients navigate the complexities of insurance and investment planning, securing their financial well-being for today and tomorrow.
We believe that financial security should be accessible, transparent, and tailored to your needs. Our mission is to:
✅ Help you make smart financial choices that protect and grow your wealth
✅ Provide customized insurance and investment strategies that fit your life
✅ Break down complex financial concepts into simple, actionable solutions
✅ Be your lifelong partner in securing your financial future
When it comes to your finances, we don’t just advise—we empower.
What Sets Us Apart?
A Legacy of Trust & Excellence
For nearly five decades, we’ve helped individuals and businesses navigate financial complexities with confidence. Our legacy is built on trust, integrity, and unwavering dedication.
Global Recognition & Expertise
World class services with a hybrid of Indian and Japanese Products.
Client-First, Always
We don’t believe in one-size-fits-all solutions. Every financial decision we help you make is tailored to your unique lifestyle, goals, and risk appetite.
Seamless, Stress-Free Financial Planning
From insurance and investments to retirement planning and wealth management, we offer a complete suite of financial solutions under one roof—so you don’t have to juggle multiple advisors.
Innovation Meets Expertise
We blend industry-leading financial knowledge with advanced technology, ensuring smarter, data-driven financial planning that keeps you ahead of the curve.
We Care Beyond Numbers
To us, financial security is more than just a policy—it’s about protecting your dreams, securing your family’s future, and giving you the freedom to live life on your terms.
Our Achievements & Milestones
🏆 Million Dollar Round Table (MDRT) Member Since 1997
As a long-standing member of the prestigious MDRT (USA), we are recognized among the world’s top financial advisors, demonstrating our expertise and excellence in financial consulting.
🏆 Corporate Club Member, LIC
Our strong partnership with Life Insurance Corporation of India (LIC) as a Corporate Club Member underscores our trust and leadership in the insurance sector.
🏆 Top of the Table Member, HDFC Life
This elite recognition from HDFC Life reflects our high performance and industry-leading financial advisory services.
🏆 Court of the Table Member, ICICI Prudential Life
Membership in the Court of the Table (ICICI Prudential Life) further reinforces our exceptional achievements in the life insurance industry.
🏆 National Advisory Board Member, HDFC ERGO General Insurance Corporation
Being part of the National Advisory Board of HDFC ERGO allows us to contribute to shaping the future of general insurance in India.
🏆 1,300+ Family Portfolios Managed
We proudly manage over 1,300 family portfolios, ensuring financial security through personalized investment and insurance solutions.
🏆 ₹1000+ Crores in Assets Under Management
With over ₹1000 Crores in AUM, we oversee a diverse portfolio, providing clients with strategic wealth management and financial protection.
Meet Our Amazing Team
