Basic Information
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Company
RA Investments -
Phone
+91 9409436399 -
Mobile phone
+91 9409436399 -
Email
rupalparekh182722@gmail.com -
Describe How You Would Like To Be Introduced Via Email
"Please introduce me as a trusted Max Life Insurance Advisor, committed to helping you secure your future through tailored insurance and investment solutions. I specialize in guiding individuals and families toward financial security, long-term wealth creation, and smart planning for life’s important goals."
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What is your "why"? Why do you do what you do?
My 'why' is to help people build financial security and peace of mind for themselves and their families. I believe everyone deserves a future they can look forward to — whether it’s protecting loved ones, planning for retirement, or investing for life goals. Being an advisor allows me to make a real difference in people’s lives by guiding them through important financial decisions with care and trust. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
“Do you know anyone—friends, family, or colleagues—who might also benefit from securing their future through insurance or investments like you have?”
“Many of my clients find it helpful to introduce me to others who are planning for major goals like retirement, children’s education, or tax-saving investments. Is there someone in your circle working toward similar goals?”
“If a friend or relative had questions about protecting their family’s financial future, would you feel comfortable connecting us?”
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Unique Selling Proposition
"I offer personalized insurance and investment solutions backed by the trusted name of Max Life Insurance. What sets me apart is the time I take to truly understand each client’s needs — whether it's protecting their family, growing their wealth, or planning for retirement. I’m not just selling a policy — I’m building a lifelong financial partnership rooted in trust, care, and long-term value. -
About me
"I’m a licensed Max Life Insurance Advisor with a passion for helping individuals and families make smart financial decisions. With a strong focus on both protection and long-term wealth creation, I guide my clients through insurance and investment solutions that align with their life goals. My approach is client-first — built on trust, transparency, and a genuine desire to see people feel secure and confident about their future. -
Profession
Insurance & Investment Advisor -
Title
Insurance & Investment Consultant -
Hobbies and interest
I enjoy helping others plan for their future, spending quality time with my family, reading about personal finance, and participating in community events. I also love gardening and staying active through yoga and walking