Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
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Honesty, Transparency, and Strong Protocols in Following Systems & Processes
The Importance of money management and Goal based financial Planning
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
Life Insurance Solutions
20 years of securing dreams. A lifetime of Fikar Free Futures.
Join 2000+ customers who trust Wealth and Protect to protect their tomorrow, today.
Health Insurance Solutions
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Wealth Solutions
Wealth Solutions
Wealth funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed Wealth today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Meet your Coach
Vijay Walke
MDRT Financial Advisor
We are dedicated to providing trustworthy, personalised, and effective life insurance solutions that secure the financial wellbeing of individuals and families .Being A consistent MDRT achiever, our practice stands on the pillars of credibility, consistency, and long-term service excellence.
With a deep understanding of diverse financial needs, we guide clients with clarity and confidence—ensuring they are protected today and prepared for tomorrow. Our goal is to offer not just policies, but peace of mind and lifelong partnership.
Omkar Associates
We welcome you to provide all the customers accurate information & services they might require at their fingertips at a time of their convenience. Omkar Associates has been working as a customer-focused advisory. Omkar Associates believes in keeping the team continuously updated by a strong regimen of self-study & engagement in industry-level trainings & seminars. Through this we ensure a relevant & current advisory for our clients at all times.
Our Vision
To be a respected leader in the life insurance profession—recognized for ethical advisory, exceptional client service, and consistent MDRT-level excellence. Our vision is to help thousands of families achieve financial security, peace of mind, and prosperity through informed planning and trusted protection
Our Mission
To empower individuals and families with reliable life insurance and financial protection solutions. We aim to deliver personalised advisory, transparent guidance, and long-term value—ensuring every client feels confident, secure, and supported throughout life’s financial journey.
Our Values
1. Trust & Integrity We uphold honesty, transparency, and ethical conduct in every recommendation and interaction. 2. Client-Centric Approach Our clients’ needs, goals, and dreams guide every decision we make. 3. Excellence in Service We deliver MDRT-standard professionalism, efficiency, and attention to detail at every stage. 4. Long-Term Relationships We believe in building lasting bonds and supporting clients throughout each phase of life. 5. Continuous Learning We stay updated with industry insights to provide the most relevant and effective solutions. 6. Empathy & Compassion We listen, understand, and guide with care—especially during critical life moments. 7. Reliability & Accountability We honour our commitments and ensure clients can depend on our guidance with confidence.
Our Achievements
Testimonials
Testimonials
Rahul & Meenal Deshmukh, Pune
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"Mr. Vijay Walke is an outstanding financial advisor who helped our family choose the perfect life and health insurance plans. He explains everything clearly and ensures that every plan matches our long-term goals. His honest and personalized approach has given us complete peace of mind.
Vikas Patil, Entrepreneur, Pune
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"Vijay Walke guided me in planning for my retirement while managing my motor insurance requirements efficiently. His professional advice helped me balance protection and savings. I truly appreciate his commitment, follow-up, and in-depth understanding of financial planning.
अमोल जाधव, पुणे
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विजय वालके सरांनी माझ्यासाठी जीवन विमा आणि निवृत्ती नियोजनाची उत्कृष्ट योजना तयार केली. त्यांच्या सल्ल्यामुळे माझं आर्थिक नियोजन अधिक मजबूत झालं आहे आणि मला भविष्याबद्दल आत्मविश्वास वाटतो. .
प्राजक्ता पाटील, गृहिणी, पुणे
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"आरोग्य विमा आणि मोटार विम्याबाबत विजय वालके सरांनी दिलेलं मार्गदर्शन अतिशय उपयुक्त ठरलं. त्यांनी सर्व योजना सोप्या भाषेत समजावल्या आणि आमच्या कुटुंबाचं आर्थिक संरक्षण अधिक सुरक्षित केलं."
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