.png)
Life Insurance
Secure your family's future with the best life insurance plans in Mumbai — term protection, savings and income-replacement covers matched to your life stage.
Enquire Now
Trusted Advisors in Mumbai & Beyond
Best Insurance Advisor & Mutual Funds Advisor in Mumbai
"Your Wealth, Our Wisdom — Building Financial Futures Together"
Laxmi Insurance & Investment is rated among the best insurance advisors and mutual funds advisors in Mumbai — offering life, health, business & general insurance, mutual funds advisory, retirement planning, wealth creation, child education and family financial protection planning across Mumbai and beyond, explained in simple, jargon-free language.
19+ Years Experience
1200+ Clients Served
Impartial Advice
.jpeg)
1200+ FamiliesProtected across Mumbai & India
Insurance & Mutual FundsRetirement • Education • Wealth
19+
Years Experience
1200+
Happy Clients
20+
Planning Solutions
5
Insurance & Investment Lines
19+Years of Trust
About Us
.jpeg)
Mumbai's Trusted Partner for Insurance, Mutual Funds & Long-Term Financial Planning
Laxmi Insurance & Investment helps families and businesses make informed insurance and financial-planning decisions. Our founders have been associated with financial planning for around 19 years, and we believe in building long-term relationships — not one-time sales.
As insurance advisors and mutual funds advisors in Mumbai (Maharashtra), we serve 1200+ clients across Mumbai and neighbouring suburbs with impartial advice, simple explanations and multiple planning options matched to each client's requirement — including expert mutual funds advisory for SIPs, lumpsum investments and goal-based portfolios.
Dhiren SavlaCo-Founder & Insurance Advisor
Nehal SavlaCo-Founder & Financial Planner
- Impartial, jargon-free guidance
- Long-term client relationships
- Insurance + mutual funds expertise
- Options matched to your needs
Our Services
Best Insurance, Mutual Funds & Financial Planning Services in Mumbai
From the best life insurance advice in Mumbai to complete wealth creation and mutual funds planning — every solution is personalised, compared across options and explained in plain language.
Health Insurance
Protect your savings from medical inflation with the best health insurance advice in Mumbai — individual, family floater and senior citizen mediclaim options.
Enquire Now
Business Insurance
Shield your shop, office, factory and professionals against risk — the best business insurance solutions in Maharashtra for SMEs, traders and professionals.
Enquire Now
General Insurance
Motor, home, travel and personal accident covers — compare the best general insurance policies in Mumbai and stay protected against the unexpected.
Enquire Now
Mutual Funds
Grow your wealth systematically with the best mutual funds advisory in Mumbai — SIP planning, goal-based fund selection, portfolio review and expert rebalancing.
Enquire Now
Retirement Solutions
Plan ahead to build financial security for your retirement — structured pension and income plans from the best retirement planning advisors in Mumbai.
Enquire Now
Wealth Creation Planning
Explore structured, goal-aligned wealth creation planning in Mumbai — systematic investment roadmaps that grow with your income and ambitions.
Enquire Now
Child Education Plans
Prepare financially for your children's future education goals with the best child education planning in Mumbai — college corpus, without compromise.
Enquire Now
Family Financial Protection
Plan for your family's financial security through appropriate insurance solutions — the best family financial protection planning in Mumbai, Maharashtra.
Enquire Now
Financial Planning Solutions
Plan Your Financial Future With Confidence
Five cornerstone solutions from our Mumbai office that turn life goals into funded, trackable milestones — including mutual funds advisory — designed for families and professionals across Mumbai and Maharashtra.
Retirement Planning
Plan ahead to build financial security for your retirement — a steady, tax-efficient income stream for your golden years.
Child Education Planning
Prepare financially for your children's future education goals — from school fees to higher education and beyond.
Wealth Creation Planning
Explore structured financial planning options aligned with your goals, risk comfort and time horizon.
Family Financial Protection
Plan for your family's financial security through appropriate insurance solutions and emergency-ready reserves.
Mutual Funds Advisory
Expert mutual funds advisory in Mumbai — SIP planning, goal-based fund selection, portfolio review and rebalancing for long-term wealth creation.
Why Choose Us
Why Choose the Best Insurance & Mutual Funds Advisors in Mumbai
Sincerity, dedication and proven results — backed by recognitions and a track record that speaks for itself.
Expertise & Experience
With 19+ years of experience in financial planning, insurance and mutual funds, we understand the market, products, and strategies that help you secure your future. Our credentials and proven track record reflect our expertise.
Personalized Solutions
Every client is unique. We don't offer one-size-fits-all plans. We analyze your goals, risk tolerance, and financial situation to design solutions tailored specifically to you and your family.
Comprehensive Approach
From life insurance and retirement planning to mutual funds, investment and tax strategies, we provide end-to-end financial guidance under one roof, ensuring all aspects of your finances work together seamlessly.
Trust & Transparency
Our clients trust us because we prioritize transparency, integrity, and honest advice over sales. Your financial well-being is our top priority.
Long-Term Partnership
We are not just planners but partners in your financial journey. We guide, monitor, and adjust your plans as your life evolves to ensure your goals are always on track.
Proven Results
With multiple recognitions and achievements in the insurance and financial services industry, our results speak for themselves. Our 1200+ clients consistently achieve their financial goals with our guidance.
.jpeg)
Financial Goals
Every Goal Deserves a Dedicated Plan
We map each life goal to a funded roadmap — so your money always knows where it is going. The best financial goal planning in Mumbai starts here, combining insurance, mutual funds and structured investments.
Peaceful Retirement
Regular income, fully tax-smartChild's Education
College corpus on scheduleWealth Creation
Structured, goal-based growthLegacy Planning
Smooth wealth transferVirtual Property Creation
Build assets without liabilitiesTax-Free Asset + Income
Tax-free assets, regular incomeAsset Allocation
Right mix for your risk profileFamily Protection
Cover that truly covers
Service Areas
We Serve Across Mumbai & Beyond
From our office in Jogeshwari, we serve families and businesses across all Mumbai railway stations and beyond — including clients across India and abroad.
Churchgate
Marine Lines
Charni Road
Grant Road
Mumbai Central
Mahalaxmi
Lower Parel
Prabhadevi
Dadar
Matunga
Sion
Kurla
Ghatkopar
Vikhroli
Kanjurmarg
Mulund
Thane
Powai
Bandra
Khar Road
Santacruz
Vile Parle
Andheri
Jogeshwari
Ram Mandir
Goregaon
Malad
Kandivali
Borivali
Dahisar
Mira Road
Vasai
Virar
Navi Mumbai
Pune
Nashik
Ahmedabad
Surat
Bangalore
Delhi NCR
Hyderabad
Kolkata
NRIs & Out of India
USA & Canada
UK & Europe
Middle East & Asia
Looking for the best insurance advisor near you? Visit our Gandhi Nagar, Jogeshwari office or book a free online consultation — we serve clients across all Mumbai stations, Maharashtra, India and NRIs worldwide.
Testimonials
What Our 1200+ Clients Across Mumbai Say
Real words from real families and professionals in Mumbai and beyond who trusted us with their financial future.
"Nehal & Dhiren Savla explain our intricate financial needs in simple language which makes it so easy to understand the concept and helps in better decision making."
Viral & JignaEntrepreneur
"Professional advisors who recommended me good plans. I have some of the best plans available from LIC. I would recommend Dhiren Savla and Nehal Savla for any insurance related policies."
Dr. Sonali ShettyProsthodontist
"Dhiren Savla and Nehal Savla are very friendly and helpful in nature. Professionally they are very committed. They have multiple combinations of advice and give a variety of options to choose."
Hetal ShahI.T. Engineer
"I highly recommend Dhiren Savla and Nehal Savla for their understanding of life insurance products. They connect with clients, understand long-term goals and suggest the best suitable option."
Vinit GadaC.A.
Frequently Asked Questions
Straight answers, in plain language — the way we advise every client in Mumbai and across Maharashtra.
Ask Your QuestionWith 19+ years of financial-planning experience and 1200+ clients served across Mumbai and Maharashtra, we offer impartial, jargon-free advice across life, health, business and general insurance plus mutual funds and complete financial planning. Till date we manage a total risk of ₹68,86,67,517 with premium of ₹4,29,73,042 — a reflection of our sincerity and dedication.
We advise on life insurance, health insurance, business insurance and general insurance (motor, home, travel, personal accident). We study your requirement first, then shortlist the best-fit policies from multiple insurers.
Yes. We are among the top mutual funds advisors in Mumbai offering comprehensive mutual fund advisory services including SIP planning, lumpsum investment, goal-based mutual fund selection, portfolio review and rebalancing for clients across Mumbai and beyond.
Book a free consultation on WhatsApp or call +91 93245 48407. We study your income, expenses, existing assets and goals, then build a structured retirement roadmap with regular reviews and rebalancing.
Yes. We design dedicated child education plans that align future college and marriage goals with systematic, goal-based investing plus appropriate insurance cover for the earning member.
No. The first discovery meeting and needs analysis is completely free, with no obligation to buy any product. You decide only after you fully understand the recommendation.
Most policies are issued within 24–72 hours after documentation and underwriting. We assist at every step — proposal, medicals, payment and policy delivery.
Absolutely. We build long-term relationships: annual portfolio reviews, claim assistance, renewals and policy servicing are all part of our relationship promise to every client.
Contact Us
Book Your Free Consultation in Mumbai
Call, WhatsApp or send the enquiry form — your message reaches us directly on WhatsApp and we respond the same working day.
Visit Our Office
B'ward, Gandhi Nagar, Opp. St. Mary High School,
Jogeshwari East, Mumbai – 400060, Maharashtra
Working Hours
Monday – Saturday: 9:30 AM – 7:00 PM
Sunday: By appointment