Zeenat S. Jagani
Composite Investment Services
* REGISTRED WITH AMFI - 2 OCT. 2021
* AMFI REGISTRATION NUMBER- ARN-0165
* CURRENT VALIDITY OF ARN-01 OCT. 2024
Our Vision
Preparing Today for what may happen Tomorrow.
Our Mission
To provide value-based investment advice, planning and services that could be custom-designed and tailored to suit the needs of each client.
Our Goals
♦ Create Assets Upfront♦ Provide Financial Solutions to Meet Goals♦ Educate Clients and Build Awareness about Savings♦ Advise on Risk Management Solutions♦ Provide all required services under one roof or Make house calls when necessary♦ Provide an opportunity for Financial Freedom for All Wealth Creation
Our Formula for Success
We understand Human Psychology
- Most of us like to stay within our comfort zone
- Hard of us to imagine getting old
- Harder still to see ourselves disabled or incapacitated and unable to enjoy life fully.
- Hardest of all is to picture ourselves dying prematurely
Clients don’t care how much you know…until they know how much you care…. about them.
Why Composite Investment Services
Clients look for Solutions, We strive for Excellence!
♦ Personal Accountability♦ Service, Trust and Dependability important for Success and Growth♦ Strong Core Values, Knowledge and skills♦ All related services found under one roof♦ Making house Calls♦ Service as if it is our own
National & International Recognition
⇒ Multiple Awards & Certificates of Excellence⇒ Qualified Member of Million Dollar Round Table (MDRT) since 1992⇒ Only 1% of the World’s Financial Professional’s qualify for MDRT⇒ MDRT Life Member since 2004⇒ National Flag bearer and Ambassador, MDRT Conference, USA⇒ Highest International Recognition in the Insurance Industry, since 2003Court of Table & Top of Table⇒ Member of International Membership Communication Committee (IMCC)⇒ Represented India and Sri Lanka as Zone Chair
⇒ Multiple invitations to speak at Professional, Mentoring, Training Events, Locally, Regionally, Nationally and Internationally