Prashant K Uunadkat — Co-Founder
• Insurance & wealth advisor with 8 + years of experience, co-founder of Shree Finserv. • Guide 1000 + families in turning policy fine-print into clear, claim-ready cover. • Claim-first mindset: every recommendation starts with “How will this pay out?” • 1,200 + policies placed, securing ≈ ₹200 Cr total cover with 98 % claim success rate. • Blend AI tools with human insight for rapid, data-backed, jargon-free advice. • End-to-end service: needs analysis → tailored comparison → onboarding → lifelong support. • Serve young professionals, entrepreneurs, and retirees with holistic retirement-wealth plans. • Active Beshak advisor; leverage peer network to escalate issues and share insights. • New dad, early-morning runner, and lifelong learner exploring AI & behavioural finance.
Stackforce AI infers this person is a Fintech expert specializing in insurance and wealth management.
Location: Surat, Gujarat, India
Experience: 4 yrs 7 mos
Skills
- Insurance Advisory
- Wealth Management
Career Highlights
- Co-founded Shree Finserv, enhancing insurance advisory.
- Guided over 1000 families with a 98% claim success rate.
- Blended AI tools with human insight for client service.
Work Experience
Shree Finserv
Co-Founder (4 yrs 7 mos)
