Boutique insurance & investment firm with branches in Toronto & Delhi. We are a high net worth segment focused firm that has trust, need analysis & customer service as its core philosophy. We are a one stop shop for protection & savings products specialising in life protection, health indemnity plans, critical illness covers, group plans & travel/super visa insurance along with wealth plans like PMS, RESP, RRSP & TFSA resulting in end to end solutions.
We are founder members of Max Bupa health insurance co Ltd & have also worked in organisations like Rogers, ABN Amro Bank, HDFC Bank, LIC & HDFC Life Insurance. The team has rich diversity of dealing in insurance & wealth products like health insurance, credit Cards, unsecured lending & CASA liability accounts leading to expertise in retail financial products. We have built profitable businesses & our last assignment involved a top line of 47 million CAD along with a PAT of 6 million CAD.
We are extremely passionate about the financial & lifestyle security of our clients & Upllyft is a platform to recommend solutions basis our proprietary lifestyle planner that analyses customer needs to recommend solutions. We strongly believe that this will help us make a difference to our customers lives & help in protecting their lifestyles. We want to use our combined experience of more than 60 years in the financial industry to distribute solutions to a wide variety of people & regions.
To be an admired & trusted boutique insurance firm with customer first focus that helps people protect their families & lifestyle through transparent insurance products
Upllyft wants to help people live successful lives through technology enabled insurance products that safeguard families health & wealth. We also aim to be the 1st choice for our partners along with being preferred employers
Chief Business Officer & Managing Partner
Jatin holds a Master’s Degree in Marketing management .....
Advisory Board Member
Gurneet has 20 plus years of experience in distributing retail financial .....
Managing Partner - India
Puneet has 20 + years of experience in the Retail Financial services .....
We are a high net worth segment focused firm that has trust.
