Founded in 2005, our organization embarked on a journey into financial services and investment advisory. The establishment of a significant presence in Southern India began with Metro Finance Corporation in 2001. At present, we operate six branches in Bangalore and one in Chennai.
Our portfolio has expanded since then from its original focus on Business and Auto Loans to include Mutual Funds, General Insurance, Life Insurance, and Health Insurance. We cater to individuals and corporate clients with our Mutual Fund services and provide comprehensive coverage for Motor, Property, Marine, Liability, Home, and Office Insurance under our General Insurance. Our Life Insurance portfolio offers diverse plans such as Term Plans, Retirement, Group Gratuity, and Group Term Plans, while our Health Insurance coverage includes a range of options such as Individual, Family Floater, Senior Citizens, and GMC.
Our valued customers have supported us overwhelmingly over nearly two decades, resulting in numerous awards. Our team has been felicitated in various countries, including Switzerland, Paris, Dubai, Amsterdam, London, Italy, France, Bangkok, New Zealand, Budapest, and Russia, among others. We are proud of our achievements, which include receiving 100+ awards across sectors. In 2023, we expanded our offerings with the launch of Unity Growth, a digital platform that provides comprehensive solutions across Life, General, Health Insurance, and Mutual Funds, thus enhancing our ability to deliver prompt customer service. We collaborate with 22 reputable companies to safeguard against risks related to life, health, vehicles, homes, and fire, and our asset management team associated with 30+ Fund houses provides our clients with the best possible options based on their requirements. We ensure to have a goal created for the client based on their requirements and strive to reach it with perfection.
Adhering to the highest standards of excellence, ethics, and professionalism, we extend our services globally. Our talented team of members manage a diverse portfolio of various companies and individuals to meet their requirements. We help clients in diversifying their risk across various products.
Our Vision
Is to consistently enhance and add value in the long term to meet customer needs exceptionally. We prioritize honesty, ethics, and timely commitment fulfillment, placing the financial well-being of our clients above all other things.
Our Mission
Is to help clients and their families achieve financial peace of mind through products influenced not by commission but by the finest service in the financial services industry. We aim for excellence through deep product knowledge, constant service innovation, and the latest technology.
Mahendra Jain brings to the table a wealth of over 20 + years of distinguished expertise in the domains of automobile finance, portfolio management, and insurance business. His extensive experience not only sets him apart but also provides a strategic advantage over competitors in the industry. Acknowledged by chief executive officers of prominent companies including HDFC, TATA, and ICICI, attests to his exceptional reputation. Furthermore, he has traveled across 15+ countries over the last decade.
Gyan Jain, our Founder and COO, has 18+ years of experience in Insurance advisory and has successfully provided solutions, Ideas, and strategies to retail clients from our Bangalore office. He has represented us at International and Domestic conferences. He sets comprehensive goals for performance and growth for the company.
Yash Jain, our Founder and CMO, holds a Post Graduate Degree in Business Administration from Sydney, Australia. His marketing skills and negotiations with the company have ensured that the customer gets the most benefit out of our services. He is a young and dynamic leader looking to take the company to a much higher level. His risk-taking ability with the perfect calculations has been a part of his success.
Nilesh Mehta , With an experience of 12+ years in the insurance industry, leading a team of talented individuals. He is passionate about innovation and is dedicated to continuous creativity and generating fresh ideas to enhance team efficiency. He is committed to creating a collaborative environment that inspires and drives success. He is expert into motor insurance.
Ranjit M Jain, a trusted insurance advisor with over 11+ years of dedicated service in the field, guiding customers through each detail of insurance and ensuring they make informed decisions. He takes pride in building lasting relationships with his customers Integrity, transparency, and client-centricity are the cornerstones of his approach. He is an expert in motor insurance.
Lokesh Mehta boasts over 9+ years of extensive experience in providing expert guidance in the field of insurance advisory. With a robust client base, our primary objective is to diligently address and fulfill the unique requirements of our customers. Our unwavering commitment revolves around ensuring customer satisfaction, making it our paramount goal to cultivate content and happy clients.
Mr. Kamal Jain possesses a distinguished professional tenure exceeding 10 + years within the domain of insurance advisory. Throughout his extensive career, he has consistently demonstrated a profound understanding of the intricacies of the insurance industry, solidifying his position as a seasoned expert in the field. Mr. Kamal Jain's decade-long immersion in the insurance advisory sector is characterized by an unwavering commitment to excellence, a proven track record of delivering innovative solutions, and a steadfast dedication to the principles of client service.
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