Kavita Bothra — Co-Founder

“Controlling your time is the highest dividend money pays.” ―Morgan Housel That’s what I learn every day, that’s what I tell my clients all the time, because that’s what we are all looking for. As a Financial Coach, I educate people with simple saving habits to reap this precious dividend called time. In my 21-year career, I have mentored 100s of clients on savings & insurance, retaining most of them for life, and learnt that: Developing relationships is the key to long-term business. My Marwadi background gives me the natural advantage of enterprise, effective communication & problem solving, which have helped me grow steadily as an entrepreneur. Some highly prestigious global recognitions that just 1% of worldwide insurance agents achieve have been the biggest stimulants throughout my career: 1. Earned TOT (Top of the Table) 4 times 2. Won COT – Court of Table – 2 times 3. Won MDRT – Million Dollar Round Table – membership 10 times My QPFP certifications too are a huge asset in helping clients to plan, pursue & prosper. By 2018, I had a 16-year-long experience in the insurance, mutual funds & real estate sectors, having worked actively with HDFC Life & most of the fund houses. We then went on to add ICICI Prudential Life Insurance agency to the kitty, gathering along the way useful learnings on behavioural finance & risk management. Currently, I am a partner at Primassure LLP, a company I founded in 2018. Our founding principle is Investor Awareness & Transparency which, I believe, is the only way to assured riches for my clients. Our customized solutions are presented in an easy-to-understand format after a need-based analysis of income, expenses, & goals. Primassure’s USP is educating each client till he/she is completely aware of the need for goal-based life planning. I began my career as a software developer & trainer, which now helps me keep pace with the constant tech updates in the finance & insurance sector. My openness to learning has made me a natural leader of my ALL-WOMEN Team, helping me in efficient team management. One of our key goals is to make single women financially independent. What I love most is training young agents in behavioral finance, asset allocation & insurance, imparting the prized lessons of India’s age-old grit & consistency. Nothing rejuvenates me like travelling & music. The habit of reading has helped structure my thoughts, leading to another wonderful habit of writing an email newsletter ‘Sunday Reads’ to my clients. My vision over the next 5 years is to manage assets worth Rs. 5 Billion.

Stackforce AI infers this person is a Financial Services expert with a focus on Insurance and Wealth Management.

Location: Mumbai, Maharashtra, India

Experience: 23 yrs 2 mos