Insurance runs purely in Pooja’s veins. Growing up in a household with over three decades of deep insurance expertise, she absorbed the principles of risk protection early on. However, she carved her own path first, spending 2 years working in the fast-paced Information Technology (IT) sector at Synechron.

In 2013, Pooja underwent a profound realization: the work her parents were doing was far grander, nobler, and more impactful than simply building someone else’s corporate dream. She chose to exit IT and join the family firm full-time as an independent advisor.

Pooja seamlessly bridges the gap between old-school values and modern systems. She brought a highly organized corporate structure to NIC, introduced cutting-edge financial technology, and successfully expanded the consultancy into General (Non-Life) Insurance and Certified Mutual Fund Distribution (SIP, SWP, Lumpsum). Driven by a dramatic, creative flair and an eagerness to upgrade her skills, she mastered the complex domain of NRI & Overseas Citizen of India (OCI) Insurance, facilitating direct personal visits to clients’ countries of residence for face-to-face strategizing.

Pooja represents the perfect combination of her parents: she possesses her father’s relentless drive to add client value and her mother’s fierce, operational problem-solving attitude.

• Core Focus: NRI Asset Portfolios, Multi-Line Commercial Risk, Mutual Fund Strategies, and Corporate Onboarding