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Epitome Financial
Invest Smart, Insure Right
Financial Services
5.0(18 reviews)
insurance agent in dahanuTerm planCar insuranceMediclaimSIPSWPWealthPMSPortfolioMutual fund distributor in dahHealth insurance agent in dahabonds
About
Amfi Registered Mutual Fund Distributor : ARN 87034 We offer Mutual fund services with free consultation for portfolio review. We also offer Life Insurance , Health Insurance , General Insurance, Travel Insurance, Marine Insurance & Personal Accident Insurance.
Services & Products
Mutual Funds
🛠 ServiceMutual Fund Distribution with fully digital account opening and invesment process . SIP Lumpsum STP SWP Portfolio Review Financial Planning.
Term Insurance
🛠 ServiceA term plan is a pure life insurance policy that provides coverage for a specific period (the "term"), paying a death benefit to beneficiaries if the policyholder dies within that timeframe. It offers high financial protection, often with low premiums, specifically to replace los
Health / Mediclaim Insurance
🛠 ServiceA comprehensive health insurance plan acts as a vital financial safety net, covering medical expenses arising from illnesses, accidents, or planned hospitalizations. It protects your savings from rising healthcare costs by covering expenses such as room rent, doctor consultations
Car and 2 Wheeler Insurance
🛠 ServiceNew Vehicle insurance , Rollover of existing policy (Comprehensive / Own Damage / Third Party)
Travel Insurance
🛠 ServiceTravel insurance provides essential financial protection against unexpected trip disruptions and medical emergencies, covering costs like trip cancellations, lost luggage, and medical evacuation. It ensures a worry-free journey by offering coverage for medical expenses abroad, fl
Personal Accident Insurance
🛠 ServiceCustomer Reviews(18)
Y
Yash
Had a great experience working with Jigar Chedda as my insurance agent. He took the time to clearly explain all the policy details, patiently answered all my questions, and helped me choose a plan that truly fits my needs rather than just pushing a product. The entire process from understanding options to finalizing the policy was smooth and hassle free. What really stood out was his transparency, prompt responses, and genuine willingness to help.
J
jignesh
D
dhruv modi
D
dhruv modi
D
Dishank
Always available for all sorts of doubts we have. Jigar bhai has been very kind with all the advices.
G
Godavari Plastics
“Working with him for my Financial Planning specially for Mutual Funds and Personal Insurance was a smooth and stress-free experience. He explained all policy details clearly, answered my questions patiently, and helped me choose the best coverage for my needs. His professionalism and responsiveness made the entire process easy and trustworthy. Highly recommended!” For Everyone .
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Ashish Rawal
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krushna salvanikar
One stop for all.. Insurance, Investment in stock market, SIP, SWP, Gold investment, He is very expert in all this. He always gives me Valuable advice to choose a correct option. Despite his immense fame, he remains a remarkably grounded person.
D
Datta Machhi
Highly Recommend For any Financial planning, Health insurance, term insurance need. Jigar bhai has in deepth knowledge which is evident in his advises.
H
Hiral Gala
He is proactive, highly responsive, and always available to guide any investments decisions. His practical, solution-oriented approach makes complex matters easy to understand.
V
vaibhav parekh
Highly recommended for any financial planning or insurance needs.
K
Kunal Mali
Best solution for insurance with best follow up
K
Keval Sorthi
H
Hardik Mali
T
Trusha Shah
Jigar is very much approachable when it comes to all small and big queries. Be it financial planning or travel insurance or which mediclaim is suitable. Jigar has in-depth knowledge which is evident in his advises.
J
jimmy sorthi
P
payal mayekar
M
Monish Shah
One stop shop for everything finance and insurance. Jigar Chedda helps you find the perfect product for your investment requirements.
Reply from Epitome Financial
19 Apr 2026Thank you Monish for kind words and trusting us for your finance related requirements.
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