sanjay bhatt

Lalkua, Nainital - 262402




Profile Visits



I am Sanjay Bhatt -an IRDAI Certified Financial Planner , currently working with reputed Insurance companies like LIC, Star Health & New India Assurance,etc. I have an expertise of more than 11 years now in the field of Insurance and Financial Planning. I believe in delivering the best services to my customer and have so far served more than 800+ families plan their finance and invest wisely and timely, which will help fulfill their dreams and secure them financially.

Currently working as Senior Advisor Insurance and been in this field for last 11years. I have so served more than 800+ customer so far across Uttrakhand, U. P and Delhi NCR. Please feel free to contact for any queries or services related to Investment and Financial Planning. Thank you.

Experience & Qualifications



Graduation & IRDAI Certified Advisor


Experience as an advisor

14 Years 8 Months


Total work experience

14 Years 8 Months

Service & Advisory Offered

  • Life Insurance
  • Health Insurance

Affliation & Awards


• Life Insurance Corporation of India - LIFE Insurance • Star Health Insurance Company - Health Insurance • New India Assurance Company - Motor - Domestic & Commercial vehicles.


• ZM Member Club Award - LIC • Best Sales Advisor - Insurance • Best Achiever Award - LIC • Received several Trophies and Cash Rewards.

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