• gmmr_27@yahoo.co.in
  • Geeta Mohan. P

    Geeta Mohan. P

    We all want the best of returns on our investments, so we buy propertyinvest in stocks, and accumulate Gold (commodities) and so on….

    But we need to realize that certain traditional investments has diminishing significance, compared to a decade back With changing dynamics of economy, it has become vital to protect your hard earned money from inflation and recession.


    Our Strength

    SOUND INDUSTRY KNOWLEDGE WITH VARIED RANGE OF PRODUCTS
    REGULAR REVIEW OF YOUR FINANCIAL PRODUCTS & NEEDS
    TIMELY SERVICES

    News

    Aadhaar now mandatory for PAN: New rule comes into effect – know what you need to do

    From July 1, 2025, Aadhaar authentication is mandatory to get a new PAN card. Without Aadhaar verification, PAN won’t be issued. Here's what you must do.

    Filing ITR without any CA help? Avoid making THESE 5 costly mistakes

    Filing your Income Tax Return (ITR) for FY 2024-25? The deadline has been extended to September 15, 2025. Here's how salaried individuals can file ITR without a Chartered Accountant and avoid 5 common mistakes that often trigger income tax notices or delay refunds.

    Greeting Of The Day


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    Testimonial

    T Vijay Kumar

    T Vijay Kumar

    I have been associated with Geeta for the last 10 years. It has been an absolute joy and pleasure to work with her. She is one of the most diligent persons in terms of the service that she provides. She is very proactive and particularly remembers all the due dates and sends timely reminders. She is an embodiment of patience when we bring to her any issue or any problem and she does not rest until the problem is resolved. One of the most admirable qualities in her is her service orientation. I don’t ever see a sales person in her, I always see a person ever eager to help and support. She has amazing presentation skills. She is well read and knows all the minute details of all the policies and she does not hesitate to understand and clarify any query that we may have. She is an excellent Financial planner and advisor. We have benefitted a lot from her services. I have personally referred her to many of my friends and relatives and they all have give a very positive feedback about her. I will continue to refer her to all. We need more of Geeta like persons in LIC and any service organization. Keep up the great work Geeta! Proud to be associated with you!

    T Vijay Kumar
    Designation - Chief Operating Officer (COO)
    Rahul Ravi

    Rahul Ravi

    I have known Mrs.Geeta for 6 years now. When she had asked me to write a short testimonial, I was more than happy to do it. I found her approach to be very different.
    She took time to understand me and my family personally to better understand the financial gaps that had been missing. Rather than handing down policies, she would suggest policies understanding my needs just like a family member.
    I have never felt pushed or rushed by her to take any policies. I admire the passion she shows to continuously update herself through various courses and learnings. I always feel free to share my opinion regarding finances and enjoy the knowledge I gain during the discussions.

    Blog

    Why You Must Secure Your Retirement Income Before Interest Rates Fall Further

    Why You Must Secure Your Retirement Income Before Interest Rates Fall Further

    Retirement Planning   2025-06-06   Ranjan Nagarkatte Blog
    Every Woman Deserves Financial Freedom

    Every Woman Deserves Financial Freedom

    Financial Planning   2025-03-08   Geeta Mohan. P Blog
    Major Highlights of Budget 2025

    Major Highlights of Budget 2025

    Budget   2025-02-01   Geeta Mohan. P Blog