Years Experience
Clients
Professional Support
Financial Services Professional
Ajay Paraswani is a trusted Financial Advisor with 8+ years of experience helping individuals, families, and businesses achieve financial security. His expertise includes Medical Insurance, Mutual Funds, Life Insurance, Tax Planning, and Wealth Management, providing smart financial solutions for long-term success.
From Mutual Fund Distribution and Insurance to related financial services support, we help individuals and businesses understand available options, organise important financial information, and address their insurance and financial service requirements.
Protect yourself and your family with comprehensive health insurance plans, claim assistance, policy migration, and professional support.
Support for organising financial information, understanding available financial services, and addressing insurance and related service requirements.
Explore SIP, equity, debt, and hybrid mutual fund options through mutual fund distribution services, with support for understanding product features and applicable information.
Explore life insurance, ULIPs and other applicable insurance products, subject to the features, terms, conditions and benefits of the respective policies.
Explore SIP, equity, debt, and hybrid mutual fund options through mutual fund distribution services, subject to applicable product features, risks and terms.
Insurance options for businesses, factories, employees, vehicles and travel, with assistance for applicable policy and claim-related requirements.
Get professional support across insurance, mutual fund distribution, and related financial services. We combine industry experience with practical assistance to help you understand available services, organise important information, and manage your service requirements.
Recognized for Excellence in Finance & Insurance
International Performance Award for outstanding contribution towards Financial Planning & Insurance Advisory.
Agency Performance Circle Award for exceptional client service and business excellence.
Recognized internationally for customer trust, wealth planning and claim support.
Global Leadership Award for excellence in Financial Consulting and Investment Advisory.
Top Financial Advisor Recognition for remarkable growth and customer satisfaction.
Assistance throughout applicable claim processes with a focus on clear communication, responsive service, and proper documentation.
Support with mutual fund distribution, product information, applicable processes, and related service requirements.
Professional experience across insurance, mutual fund distribution, documentation, and related financial services.
Support for families in organising insurance documents, policy information, and related financial service requirements.
General information and support regarding applicable tax-related features of eligible financial products, subject to applicable rules and product terms.
Ongoing assistance for insurance, mutual fund distribution, documentation, claims, and related service requirements.
Real stories from people who trusted us with their financial journey
I can't thank Ajay and the team at Finance with Ajay enough for their exceptional service in helping our family secure medical insurance. Ajay's proactive approach and in-depth knowledge were evident throughout the process, even as we bombarded him with numerous questions over three rounds of meetings. His patience and willingness to guide us through every detail made the experience smooth and stress-free. Ajay's dedication and expertise truly made a difference, and we're grateful for his support in safeguarding our family's health and well-being. Ajay's outstanding assistance has left a lasting impression on us, and we're not only grateful for his help but also eager to recommend him to our friends and family. His professionalism, patience, and expertise are truly commendable, and we're confident that anyone seeking insurance solutions will benefit immensely from working with Ajay and the team at Finance with Ajay.
Two years back I had got my medical policy done through Ajay Parswani. We had ported from HDFC Life to Niva Bupa on his advice and recommendation. We had always heard from him about the benefits of this policy and Niva Bupa as a company and how fast they would sanction your claim. All these stories came true when I had to go through my emergency surgery for Gall Bladder stone. My wife called Ajay and informed him that I was going to be admitted at Saifee Hospital for the surgery. Ajay was there with her on the call guiding her how to go about the medical insurance process. As soon as we gave the policy number to the hospital, the claim process was activated. Then the hospital sends the estimate cost and within 30 minutes it was sanctioned. What Ajay had been saying all this time, we could see that happening. At the time of discharge too the process was quick — the hospital sends the final amount and it gets approved within 30 minutes again. I want to thank Ajay Parswani from the bottom of my heart for guiding us with the right company and policy so that we do not face any hurdles.
I am writing this testimonial to express my deepest appreciation for the outstanding service and unwavering dedication you have provided me as my car insurance agent. Your commitment to finding me the best possible deal while prioritizing my needs as a customer has truly left a lasting impression. What truly sets you apart is your commitment to putting the customer first. You demonstrated a genuine care for my financial well-being by proactively suggesting ways to save money without compromising the quality of coverage. Your personalized approach and tailor-made solutions made me feel valued as a client, and I cannot thank you enough for that.
I am happy to provide a testimonial for Ajay from Finance with Ajay, who provided exceptional assistance with my health insurance needs. He was knowledgeable, patient, and responsive, and helped me find the best plan to fit my needs. Thanks to his expertise and support, I secured a plan that gave me peace of mind. I highly recommend Ajay and Finance with Ajay to anyone seeking financial planning or insurance services. Thank you, Ajay, for your outstanding service!
I had bought my family health insurance from Ajay, and let me tell you — he just did not want to sell the insurance, but he made sure I am educated on which plan is the best for me and my family together. I strongly refer Ajay for his knowledge in the insurance sector and how he can guide us the best way. I shall be recommending Ajay Parswani of Finance with Ajay to many more of our family and friends in the near future.
We recently ported my younger brother's mediclaim policy from Star Health to MaxBupa as recommended by Ajay. Any time we had a question or concern with his insurance policies, he worked on our concerns right away and was able to resolve any difficulties that arose. Recently my brother had a surgery, and we are happy to inform you that when we claimed for cashless insurance of around 2 lakhs, it was approved within 30 minutes. Thanks a lot Ajay for recommending the best policy. Finally, we found an insurance agent who is prompt, knowledgeable, efficient, and friendly, always finding us the best deal. I would highly recommend him and his company to anyone that wants a professional that takes their work seriously and of AAA rating.
Ajay Parswani from AAA Financial Services Professional helped us procure Home Insurance. It is to be noted and highlighted that Ajay was very forthcoming to understand our requirements and procure the right insurance policies. It was because of this analysis and understanding that Ajay was able to deliver the right policy at the right premium from the ideal insurance company. I am happy to state that cumulatively, across the 3 policies, Ajay helped reduce our premium cost by 50%. Considering the repetitive annual costs, it is a significant saving. I would like to take this opportunity to thank Mr. Ajay Parswani for his extremely professional service and ability to deliver the right product. I will definitely be consulting Ajay for my other insurance requirements and look forward to recommending his services to my friends and family.
Thank you Ajay for taking care of my client's tricky Overseas Mediclaim policy. I appreciate your support as your team worked till late night and finished the paperwork. Thanks again.
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