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YOU DREAM WE PLAN


Securing your financial future since 1979

OUR SERVICES

HEALTHCARE PROFESSIONALS

We work exclusively with you…for you. For over 35 years, the Oberoi name has been offering their clients peace of mind through various insurance, investment and financial products.

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LIFE INSURANCE PLANNING

Whether using life Insurance to protect your estate / loved ones or for a more advanced tax…

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INVESTMENTS / WEALTH MANAGEMENT

Managing your assets can often be complicated and confusing…

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DISABILITY & CRITICAL ILLNESS

Critical Illness coverage is designed to protect one`s assets against the…

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TAX & ESTATE PLANNING

Managing your taxes and estate can be a very complex issue and can often result in thousands…

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WHO WE ARE

We committed to creating your ideal financial plan, but we also provide the highest level of service with utmost professionalism.

FINANCIAL PLANNING

Securing your financial freedom must touch on all aspects of your finances. A sound…

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LEGAL / INCORPORATION SERVICES

As professionals and business owners, sound legal advice will be essential to ensuring the…

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WHAT OUR CLIENTS SAY

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YOU DREAM - WE PLAN

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INVESTMENTS

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LIFE INSURANCE PLANS

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TAX & ESTATE PLANNING

〰️ YOU DREAM - WE PLAN 〰️ INVESTMENTS 〰️ LIFE INSURANCE PLANS 〰️ TAX & ESTATE PLANNING

HAVE AN QUERY - BOOK AN APPOINTMENT

SHIV OBEROI

Please book your meeting type and duration at your convenience.
Looking forward to connecting.

SHIVANI OBEROI

Please book your meeting type and duration at your convenience.
Looking forward to connecting.

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BOOK YOUR MEETING