Secure your family's future. Grow your wealth.
For over two decades, Bansi Insurance & Investment has guided families and businesses in Navsari district through personalized life cover, comprehensive health security, and disciplined mutual fund planning.
- Services
- 9+ Offered
- Experience
- 20+ Years
- Trusted By
- 500+ Families
Growth Portfolio Mockup
Asset Distribution
Mutual Funds & SIP
₹4,80,000
Life Cover (L.I.C.)
₹25,00,000
Health Security (Mediclaim)
₹5,00,000
PMS & Portfolio Services
₹3,70,000
Registered Partner
LIC, AMCs, Star Health
AUTHORIZED ADVISORS & KEY PARTNERS
We collaborate with leading global asset management companies (AMCs) and premier insurance providers to bring you unbiased choices.
Strategic Solutions
Tailored financial planning & protection.
We separate our services into core wealth planning and defense (insurance) to help you build assets while protecting against life's unexpected variables.
PMS
Professional portfolio management services tailored to your financial goals and risk appetite.
Know moreL.I.C.
Life Insurance Corporation plans for life cover, savings, and family financial security.
Know moreChild Plan
Dedicated plans to secure your child's education, marriage, and future aspirations.
Know morePension Plan
Retirement and pension solutions for a secure, independent post-retirement life.
Know moreGeneral Insurance
Comprehensive non-life insurance covering home, shop, fire, marine, and commercial risks.
Know moreMediclaim
Health insurance and mediclaim policies for hospitalisation and medical emergencies.
Know moreVehicle Insurance
Car and two-wheeler insurance with comprehensive and third-party coverage options.
Know moreS.I.P. & F.D.
Systematic Investment Plans and Fixed Deposits for disciplined, steady wealth building.
Know moreWhy Bansi Insurance
Built on trust. Backed by expert results.
We are independent fiduciaries. We work directly for you — selecting options from across leading providers to build custom risk protection and asset management plans.
Registered IRDAI & AMFI Advisor
Fully compliant, licensed, and regularized advisory matching strict regulatory standards in India.
Trusted local advisory
Serving Chikhli and Navsari with honest, personalised insurance and investment guidance you can rely on.
Complete service range
L.I.C., mediclaim, vehicle insurance, mutual funds, SIP, FD, and PMS — all under one roof.
Responsive support
Reach Paresh Patel or Hitesh Patel directly for quick assistance with policies, claims, and investments.
Transparent advice
Clear recommendations with no hidden agendas — we help you secure and grow your investment wisely.
Wealth Planner
Plan your future. Watch your wealth grow.
Estimate your future portfolio value using our interactive wealth planner. See the impact of disciplined, compound investing.
Plan Summary
- Total Investment
- ₹9,00,000
- Absolute Profit
- + ₹14,79,657
- Absolute Gain (%)
- 164.41 %
- Maturity Amount
- ₹23,79,657
This calculator is illustrative of compound returns and does not guarantee future returns. Mutual funds are subject to market risks.
Our Process
The Financial Planning Journey
We make planning simple, transparent, and structured. Here is what you can expect when working with our advisory team.
Consult
Share your goals — insurance needs, investment plans, or retirement planning — in a free discussion.
Recommend
We suggest the best L.I.C., mediclaim, mutual fund, SIP, or FD options suited to your profile.
Onboard
Simple paperwork and hassle-free policy or investment setup with clear documentation.
Support
Ongoing assistance for renewals, claims, portfolio reviews, and any questions along the way.
Rated 5★ by clients in Chikhli
35 verified Google reviews — here are 5 highlights from clients who trust Bansi Insurance.
“Very professional and trustworthy service. Thanks to Pareshbhai for the quick support and smooth Mediclaim process. Highly recommend Pareshbhai and Bansi Insurance & Investment.”
Manish Patel
Showing 5 of 35 reviews from our verified Google Business Profile
Advisory Insights
Knowledge is the best investment.
The Power of Compounding: How SIPs Build Generational Wealth
Discover how disciplined systematic investing mitigates market volatility and captures historical equity returns in India.
Mediclaim vs. Critical Illness Cover: Gujarat Family Health Security
Understand the critical differences between regular hospitalization reimbursement and lump-sum health payouts.
LIC Term Cover: The Fiduciary Cornerstone of Estate Planning
Why high-value term policies are crucial to protect your family's future, clear debts, and establish family legacy security.
ACCREDITATIONS & METRICS
Built on trust. Managed with integrity.
Our numbers reflect years of dedicated, personal fiduciary stewardship to local business owners and families in Chikhli, Rankuva, and Navsari.
5★ on Google
35 verified reviews from clients across Chikhli and Navsari — a rating built on trust, responsiveness, and results.
20+ years of local expertise
Serving Navsari district since 2010 with personalised insurance and investment solutions for families and businesses.
9 services, one advisor
L.I.C., mediclaim, vehicle insurance, mutual funds, SIP, FD, PMS, and more — comprehensive planning under one roof.
500+ clients served
Long-term relationships built on transparent advice, claim support, and ongoing portfolio guidance you can reach by phone.
Common Questions
Answers in plain language.
Have questions about claims processing, investment horizon options, or premium structures? Here are direct answers to our most popular inquiries.
Need direct clarity?
Speak directly to our licensed advisory team. We respond within one business day.
Start free advisory session →We offer PMS, L.I.C., Child Plan, Pension Plan, General Insurance, Mediclaim, Vehicle Insurance, Mutual Fund, SIP, and FD advisory — all from our office in Chikhli, Navsari.
Yes. Your initial consultation is complimentary. We explain every option clearly so you can decide with confidence — no pressure and no hidden fees for the meeting itself.
Call Paresh Patel at 9974227660 or Hitesh Patel at 94274 85642, email patelparesh1310@yahoo.com, or visit us at Center Point, opp. police chowki, Rankuva, Chikhli, Gujarat 396560. Mon–Sat, 9:00 AM – 5:30 PM.
Yes. We assist with mediclaim and vehicle insurance claims — from documentation to follow-up with the insurer until your claim is resolved.
Absolutely. We recommend mutual fund schemes and SIP amounts based on your financial goals, risk tolerance, and investment timeline — with ongoing review support.
Ready to protect your family and grow your assets?
Schedule a complimentary strategy session at our Chikhli office, or request a call-back. No pressure, no hidden fees, just plain advice.