Krishan Josshi, Krishna Financial Corporation

Co-Founder

Gurgaon, Haryana, India21 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 22 years of experience in financial planning
  • Serviced around 6000 families in Delhi-NCR
  • MDRT and COT member for four consecutive years
Stackforce AI infers this person is a Financial Services expert with a focus on personalized financial planning and insurance advisory.

Contact

LinkedIn

Skills

Core Skills

Financial PlanningInvestment ManagementRetirement PlanningConsultation

Other Skills

Asset ManagementBusiness DevelopmentBusiness PlanningBusiness Relationship ManagementBusiness StrategyCertified Financial PlannerChange ManagementCustomer ServiceFinancial ConsultingHealth InsuranceInsuranceInvestmentsManagementNew Business DevelopmentPension Funds

About

Mr. Krishna Joshi is a seasoned financial planner and advisor with 22 years of experience in the industry. His approach is centered around providing personalized customer advisory services, with a strong emphasis on staying up-to-date with the latest industry trends and insights through continuous self-study and engagement in training and seminars.He also prioritizes mentoring his team to maintain high levels of excellence. As a result of collective efforts, Krishna Financial Corporation currently services many policies and provides seamless services to a large base of policyholders. His goal is to provide accurate information and services to clients at their convenience.

Experience

Care health insurance (chi)

Health Insurance Advisor

Jan 2011 – Aug 2024 · 13 yrs 7 mos · Gurugram, Haryana, India

  • I am an Independent Health Insurance advisor for Religare since 2011. I guide people on choosing theHealth Insurance Plans to protect themselves and their families

Hdfc ergo general insurance

Health Insurance Planner

Jan 2011 – Aug 2024 · 13 yrs 7 mos · Gurugram, Haryana, India

  • Associated with HDFC ERGO as a comprehensive Health Insurance Advisor since 2011. I guide people on choosing the best Health Insurance Plans for themselves and their families.

Tata aig general insurance company limited

Insurance Advisor

Jan 2010 – Aug 2024 · 14 yrs 7 mos · Gurugram, Haryana, India

  • I am an Independent Insurance Advisor associated with TATA AIG General Insurance since 2011. I guide people on choosing the best general & health Insurance Plans for themselves and their families. I provide guidance on
  • 1- Vehicle Insurance
  • 2- Home Insurance
  • 3- Health Insurance
  • 4- Travel Insurance
  • Call me if you are looking for any kind of guidance on above or more

Bharti axa general insurance

Insurance Advisor

Jan 2010 – Aug 2024 · 14 yrs 7 mos · Gurugram, Haryana, India

  • I have been associated with Bharti Axa as a Health Insurance Advisor since past 10 years providing Comprehensive insurance planning services to my clients. My services include
  • 1- Health Insurance Planning
  • 2- Two Wheeler Insurance
  • 3- Home Insurance
  • 4- Car Insurance

Bajaj allianz general insurance

Insurance Advisor

Jan 2010 – Aug 2024 · 14 yrs 7 mos · Gurugram, Haryana, India

  • As an insurance advisor working with Bajaj Allianz, I am an expert at guiding my clients on buying the best insurance to protect their assets, family, and cover any medical expenses.
  • Call me if you need and advice on taking up
  • 1- Health Insurance Plan
  • 2- Home Insurance
  • 3- Vehicle Insurance
  • 4- Travel Insurance

Krishna financial corporation

2 roles

Certified Financial Planner

Jan 2005 – Present · 21 yrs 2 mos · On-site

  • Certified Financial Planner, I aim to help people make Smart Investment decisions so that they can achieve financial success and meet their goals.
  • I started my firm "Krishna Financial Corporation" in 2005, and since then we have been able to provide holistic financial planning to around 6000 families in and around Delhi-NCR region.
  • My expertise includes:
  • 1-Retirement Planning
  • 2- Income Protection
  • 3- Wealth Creation & Management
  • 4- Investment Management services for HNI & NRI
  • I have been awarded numerous times for on both national & International lever and am MDRT (Million dollar round table) & COT(Court of Table member) for the past 4 years.
Financial ConsultingCertified Financial PlannerFinancial PlanningInvestment Management

Founder and Director

Jan 2005 – Present · 21 yrs 2 mos · On-site

Financial PlanningRetirement PlanningConsultationTerm Life InsuranceCertified Financial Planner

Lic

Insurance Advisor

Jan 2005 – Aug 2024 · 19 yrs 7 mos · DELHI NCR

  • Insurance is one of the most important tools in a Financial Plan. While Insurance works as a protection for your family, it also works to protect your income, assets, and financial goals from any unforeseen event like death or disability.
  • As an Insurance Advisor with LIC for 15 years, it is my responsibility to guide people on the importance of Insurance.
  • I guide people on
  • 1- Life Insurance Planning
  • 2- Retirement Planning
  • 3- Education Expense Planning
  • 4- Income Protection
  • 5- Cash flow Planning

Education

Chitkara University

Master of Business Administration - MBA — Insurance & Financial Planning

Jan 2018 – Jan 2020

Chitkara University

Master of Business Administration - MBA — INSURANCE & FINANCIAL PLANNING

Jan 2016 – Jan 2019

Kumaun University, Nainital

Bachelor's degree

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