About Us

Samirkumar Lalitbhai Kotak

Samir kotak believes that “Providing Financial Services is his business. Touching lives is his objective”.  He started his journey in Life Insurance at a fairly young age , with a mission of “Adding more Growth to life of all individuals by providing personal touch, security & customized solutions to make their financial dreams come true”.  His work has now expanded both nationally and internationally with considerable NRI clients spreading his achievements the world over.

Motivated Learning:

An avaricious and motivated learner Samir Kotak has been attending various Programs and Conferences in India and abroad to keep himself updated with the latest trends and technologies for the benefit of his clients. He has successfully completed the following training programs and continues to sharpen his skill for the sole benefit of serving his clients better. Some of his credentials include:

  • Bachelor of commerce ( Bcom) from Mumbai university.
  • Member of  Institute Company Secretaries of India.
  • LLb (g) from Law College of Mumbai - Ruparel college
  • Master of Business Administration (MBA)
  • The Strategic Coach Program by Dan Sullivan at Chicago USA and London..
  • Leadership Development Programme, at indian institute of excllence -
  • Certified Financial planner ( CFP)
  • IFPA- institute of financial professional association.

On the path of enrichment:

  • Chief Life Insurance Advisor.
  • diamond club member of CLIA.
  • Corporate Club Member for Top Agents of LIC of India.
  • Member of Million Dollar Round Table (USA) (Apex Body for Life Insurance Agents.)
  • Qualified & attended All India ACE Agents Convention.
  • Qualified for the Court of the Table (World’s 2nd best Title for an Insurance Agent)
  • Has attended the MDRT Annual Meets and COT Annual Meets in USA.

Paying it forward:

Samir Kotak adopted an extraordinary practice of going through the ‘obituary column’ of the local newspaper and volunteering free services to help to get the death claim settled. Team Samir Kotak is always ready to help resolve problems and offer services to anyone who walks into their office. On date they provide free service to 15,965 orphan policy holders. Their advertisement holds its permanent place above the obituary column of leading newspapers.


Mr. Sushant jadhav is a post graduate & . He has a wide working experience in Life Insurance, equity, and mutual fund management. He is a part of Team Samir Kotak since last 5 years and is dealing with servicing dept head -2 executive working under him to give support .

Mr.Sushant Jadhav (Servicing dept Head)

Punctual patient and personalized attention are virtues of an experienced financial advisor and Pradeep Bathija is true to the above description .His timely advice has helped us invest well. Mrs pranjal sawant is graduate at mumbai university & working with Team of samir kotak since last 2 yrs & she is Customer relation management head & collecting premium of LIC of india & maintaining cordial relation with Client.

Mrs Pranjal Sawant (Customer Relation management ( CRM ) head)

Mr surendra jadhav working with team samir kotak since last 6 yrs & working as office branch executive & look after servicing part at LIC of india branch.

Mr surendra gijam (Office branch executive)

Mr Vijay gaikwad working with team samir kotak since last 5 yrs & working as office executive & look after servicing part at LIC of india at various branch & client meeting- & collection of premium & complete documentation part…

Mr vijay gaikwad (Office executive)