One of the Premier Financial Services Organisation, Provides a complete range of Financial & Risk Management solutions. In FIN AD WISE our moto is Diverse Needs, Diverse Priorities & Diverse Solutions. FIN AD WISE was founded by Mr. Puneet Oberoi in May 2003 & Since then they are pioneers in Financial industry. PUNEET OBEROI- CFPcm
Mutual funds are in the form of Trust that brings money from money people and invest it in various classes of assets to achieve certain financial goals. In other words it wouldn’t be wrong, if we call that Mutual Fund is trusts which pool the savings of N number of investors and then reinvests those funds for gaining profits and then distribute the dividend among the investors. Mutual fund Companies:
• ICICI Prudential Mutual Fund
• Birla Sun Life Mutual Fund
• IDFC Mutual Fund
• HDFC Mutual Fund
• SBI Mutual Fund
• Franklin Templeton
Health Insurance: We at FIN AD WISE serve you at the time of claim. Our usp is claim settlements. We have 100% claim settlement record. We are in this sector for more than a decade. At FIN AD WISE, We have dedicated staff who will help out at the time of cashless settlement & take care of reimbursement. We are having a team of 7 people for claim settlements. 3 for cashless and 4 for reimbursement of claim. We work for all health insurance companies.
Everything comes under general insurance which protects risks posed by several aspects of life and its varied assets like including property, enterprise, vehicle, money lending and various other forms of professional casualties other than human life. In today’s modern era, Each individual and all forms of property holders, general insurance is a must.
General Insurance type:
Our Customers Are Saying...
I Atul Batra of Uniserve Law Offices in legal practice for over 25 years. I would like to put in appreciation for Mr. Puneet Oberoi of “Excellent Investment Advisors Pvt. Ltd” on behalf of myself and my wife. We are were to travel abroad and just before travel we remembered our Travel Insurance has not been taken care of.
Letter of Appreciation I, Baljit Gulati Director of ProEdge Loyalty and Marketing would like to express my appreciation for the services provided by Puneet Oberoi and his team towards my Insurance needs. I have been dealing with insurance agents and companies for a long time but the quality I have received from Puneet Oberoi are above expectations.
I, Pramod Singal, Partner of Parmod Singal & Associates, Chartered Accountants, would like to place on record the excellent quality of services & advice offered by Fin AdWise, represented by Mr. Puneet Oberoi. Finally, we have found an insurance professional; who is prompt, knowledgeable, efficient, and friendly in always finding us the best advice.
Testimonial 25th September 2017 I, Saurbh Malhotra, CEO of Excel Polish Company Private Limited, New Delhi would like to give this testimonial to Mr. Puneet Oberio of Fin AdWise. Puneet Oberio and Fin AdWise is a name synonymous with credibility, dependability and integrity in the world of General Insurance Services.
I, Gurpreet Singh Bhatia, Founder of Flying Saints Creative Agency would like to place on record the excellent quality of services & advice offered by Fin AdWise. – represented by Mr. Puneet Oberoi. Finally! We found an insurance agent who is prompt, knowledgeable, efficient, and friendly in always finding us the best deal.
I, Karan Ramchandani, Director of Grandeur Interiors, would like to put on record my appreciation for Mr. Puneet Oberoi and his firm Finadvise. At Grandeur, we retail luxury Italian and German kitchens and wardrobes through our showrooms in Delhi and Mumbai. As you know, Insurance is a business with many players and agents.
Templatolio is a leading 360 degree marketing services company focusing on social media & search marketing working with leading Indian and global brands. As a CEO of this company, I hardly find time to consult and think about health insurance and that’s why due to my busy schedule I had left my health insurance coverage as it is at a static coverage of only INR 10 lacs.
I, Puneet Datta, representing Multani Jewellers, a name synonymous with exquisite Designs, quality and integrity since 1967, with a retail studio at M Block Market & B-2-B set up in Connaught Place, New Delhi would like to acknowledge the services of Mr. Puneet Oberoi of M/s Excellent Investment Advisorz Pvt. Ltd., a leading General Insurance Company in Delhi.
My Name is Pramod Chitkara from Sahaj Infotech Pvt Ltd and We are into the business of Software Solution. We provide range of ERP Solutions for Business Houses, Schools and NGO. I wish to give my Testimonial to Mr Puneet Oberoi of Finadwise.
alpha lumos technologies Testimonial I, Mickey Pasricha from Alpha Lumos Technologies, your complete Lighting Solution expert and manufacturer of LED Lights, would like to place on record my sincere appreciation for Mr. Puneet Oberoi from Finadwise. Of course one wants value for money but if you get great experience with it, its “icing on the cake”.