How we Secure Your Financial Future
We have been at the forefront of recognizing the importance of financial needs since 1989. By Offering Personalized Financial Solutions to people that help them live by design rather than by default.
At Strategic, we provide a holistic approach to managing all aspects of our clients financial situations and helping them achieve their financial goals.
What Do We Do
Our main service is to provide you with an objective and comprehensive financial solution. We use this proven, defined process to produce a customized financial solution written specifically for the client.
We begin by collecting all of the necessary information about you and your financial goals. After taking the data, we analyze it and produce a generic plan that has specific findings and recommendations based on your current situation. Lastly, we offer solutions that can be used to implement your plan and help you achieve your goals.
Meet Our Founder
Anil Manuja, the Chief Executive of Strategic Financial Services, is driven by a passion for creating value and empowering individuals to achieve financial freedom.
With extensive qualifications and notable industry accomplishments, including being interviewed by prominent publications and receiving recognition from global financial planning forums, He brings a wealth of expertise to his role.
As a seasoned professional with over 33 years of experience, He has had the privilege of working with prestigious businessmen, local and national entrepreneurs, corporate leaders, and well-known personalities from the entertainment industry.
He prides himself on delivering customized financial planning solutions tailored to the unique needs of each of his clients.
His Academic Qualifications
- One of the first 30 people in India who are designated as Registered Financial Consultants (RFC), which is an international credential for Financial Planners around the world.
- Honored as a Life Underwriter Training Council Fellow (India) by The American College in 2003, showcasing exceptional expertise in the financial realm.
- Holds a PGDBA in Marketing from Wellingkar Institute Of Management, Mumbai, earned in 1997, reflecting a commitment to staying at the forefront of market trends.
- Holds a Bachelor of Engineering from Thadomal Shahani College, attained in 1993, underlining a strong foundation in the field of electronics.
- Acquired a Diploma in Financial Management of Life Insurance in 1988, demonstrating a deep understanding of the intricacies of life insurance.
Some of the National & International Conferences Attended
- Attended the prestigious MDRT Annual Convention in Vancouver, Canada, in June 2010, gaining valuable insights and networking opportunities.
- Embarked on a profound experience with the IARFC Alaskan Cruise in the USA in June 2010, expanding my financial expertise.
- Explored new horizons at the Life Insurance Round Table in Nepal in September 2008, enriching my knowledge in the field.
- Participated in the transformative 9th APLIC Congress in Taiwan in April 2007, enhancing my understanding of the industry.
- Expanded my global perspective at the Asia Pacific Life Insurance Conference (APLIC) in Malaysia in 2005, connecting with industry leaders.
- Enriched my financial acumen at the MDRT Conference held in Hong Kong in February 2004, learning from esteemed professionals.
- Actively engaged with the Life Insurance Round Table (LIRT) in 1997, 1998, 1999, and 2000, fostering lasting connections and experiences.
Accomplishments
- Successfully served and earned the trust of over 806+ satisfied families in our customer base.
- Distinguished as one of the first 30 individuals in India designated as a Registered Financial Consultant (RFC), a prestigious international credential for Financial Planners.
- Proudly holding the Life Underwriter Training Course Fellow (LUTCF) credentials from The American College since 2003, making us one among only 9 individuals in India.
- Regularly contributing insightful monthly articles to Insurance World Magazine, addressing readers' queries and providing valuable guidance.
- Honored with press releases from the esteemed financial planning forum, MDRT, in 2002, 2004, 2007, and 2010, placing us among the top 1% in the world.
- Acknowledged in the international magazine known as REGISTER in May 2008, an esteemed body of the International Association of Registered Financial Consultants (IARFC).
- Featured in the Personality Speak Column of the renowned magazine 'Insurance World' in October 2007.
- Recognized as a financial planning expert and interviewed by Times Of India in 1999.
Our Vision and Mission
Our vision is to create unbelievable customer success by delivering extraordinary experiences.
Our mission is to facilitate your financial prosperity through value-oriented solutions, supported by continuous diagnostic tools.
Book your call with us now to embark on your journey towards lasting success and fulfillment.