Financial Advisory
Mitul Thakkar
Money & Risk Management Coach
Helping individuals and businesses make smarter decisions about insurance, investments, and financial protection.
- 3,500+ Satisfied Clients Across Gujarat & India
- 3,000 Cr+ Insurance Coverage Managed
- 100+ Awards & Recognitions as a Trusted Insurance & Investment Advisor
We Don't SELL.
We Help To BUY.
At the heart of our practice is a simple philosophy: transparency, education, and putting clients first.
Mitul Thakkar is a second-generation Money & Risk Management Coach with over 23 years of experience, backed by a 46-year family legacy in the insurance industry. He specializes in goal-based financial planning and delivers comprehensive insurance and investment solutions grounded in deep industry expertise.
Our commitment extends beyond transactions—we build long-term relationships based on trust, expertise, and modern advisory practices that empower you to take control of your financial future.
Our Product Dashboard
Comprehensive financial solutions designed to help you achieve your investment goals
Insurance
Comprehensive insurance coverage to protect your financial future.
Equity
Strategic equity investments for long-term wealth creation and portfolio growth.
Loans
Customized loan solutions for personal and business financial needs.
Goal-Based Planning
helps you achieve your life’s financial milestones with clarity and confidence
Bonds
Strategic equity investments for long-term wealth creation and portfolio growth.
PMS
Portfolio Management Services tailored to your financial goals and risk appetite.
Mutual Funds
Diversified investment options managed by professional fund managers.
Why Choose Mitul Thakkar
A legacy of trust, expertise, and client-first financial advisory
Years Experience
Decades of expertise in financial advisory
Claims Settled
Decades of expertise in financial advisory
Clients Served
Decades of expertise in financial advisory
Assets Managed
Total value of investments we manage on behalf of our clients
Insurance Managed
Insurance coverage secured and managed for our clients
Trusted Clients & Major Projects
Delivering risk management solutions across diverse institutions and high-value projects
Institutions We Serve
Religious Institutions
Comprehensive protection for temples, trusts, and spiritual organizations
Hostels
Protection for accommodation facilities and occupants
Hospitals
Risk coverage for medical facilities, staff, and critical infrastructure.
Restaurants & Businesses
Coverage for property, operations, and business continuity
Schools
Insurance solutions for schools, colleges, and student safety
Construction Sites
Specialized insurance for ongoing projects and site risks
Major Projects Insured
Breakwater Project, Somnath
High-value infrastructure project risk coverage
Asmavati Riverfront, Porbandar
Insurance support for large-scale urban development
Kesariya Garba, Gandhinagar
Event risk management for large public gatherings
Thanganat Garba, Gandhinagar
Comprehensive coverage for high-attendance events
Property & Book Expo – Mahatma Mandir
Insurance solutions for large exhibition events.
Contractor All-Risk Projects
Coverage for major construction works
Partnering with Leading Institutions
Trusted by businesses and professionals across India
LIC
HDFC Life
ICICI Prudential
SBI Life
Tata AIG
Max Life
Bajaj Allianz
Aditya Birla
Client Success Stories
Real experiences from those who trust us
I had a very helpful and a satisfying experience with Insurance Vala. The response and the follow up they did for getting my Mediclaim clear was just commendable. They helped me get medical help at lost hopes. They are doing a remarkable job in the insurance industry. Kudos to them.
Dipika Nitin Shivnani
Wife of Nitin Shivnani – Businessman
I am very satisfied with the Bajaj Allianz PA policy that i bought from Mr. Mitulbhai Thakkar. My wife met with an accident and got fractured in her leg, and we needed a quick and cashless admission in SMVS Hospital. Thanks to the guidance and efforts of Mitul Thakkar, his service very helpful and supportive throughout the ordeal. The policy covers all the essential financial aspects which we were looking for. I would highly recommend Bajaj Allianz PA policy and Mitul Thakkar to anyone who is looking for a reliable and affordable personal accident and other type of insurance.
Vimal Kothari
Vimal Trading Co.
I really thanks to Mr Mitul Thakkar for advising to take big amount Mediclaim for my family in 2012 from HDFC ERGO. It was really helped me during treatment of my wife. And I really thanks to all team members of his office for giving prompt service to us for processing claim. I also like to thanks to HDF ERGO TEAM for clearing all payments of claim
Dr. Brijesh Patel
Owner – Spandan ICU Hospital
I had a very helpful and a satisfying experience with Insurance Vala. The response and the follow up they did for getting my Mediclaim clear was just commendable. They helped me get medical help at lost hopes. They are doing a remarkable job in the insurance industry. Kudos to them.
Dipika Nitin Shivnani
Wife of Nitin Shivnani – Businessman
I am very satisfied with the Bajaj Allianz PA policy that i bought from Mr. Mitulbhai Thakkar. My wife met with an accident and got fractured in her leg, and we needed a quick and cashless admission in SMVS Hospital. Thanks to the guidance and efforts of Mitul Thakkar, his service very helpful and supportive throughout the ordeal. The policy covers all the essential financial aspects which we were looking for. I would highly recommend Bajaj Allianz PA policy and Mitul Thakkar to anyone who is looking for a reliable and affordable personal accident and other type of insurance.
Vimal Kothari
Vimal Trading Co.
I really thanks to Mr Mitul Thakkar for advising to take big amount Mediclaim for my family in 2012 from HDFC ERGO. It was really helped me during treatment of my wife. And I really thanks to all team members of his office for giving prompt service to us for processing claim. I also like to thanks to HDF ERGO TEAM for clearing all payments of claim
Dr. Brijesh Patel
Owner – Spandan ICU Hospital
Ready to Secure Your Financial Future?
Schedule a no-obligation consultation and discover how we can help you achieve your financial goals.