I am Mr.Samir Kotak founder of Samir Kotak and Associates. As a qualified professional holding ACS, LLB(g), CFP, CISI(UK), COT(USA), and MBA credentials, I specialize in financial consulting with focus on wealth management and insurance planning. My mission is to help clients effectively achieve their financial goals through comprehensive financial solutions.
Throughout my professional journey, I have established a proven track record of delivering exceptional financial solutions tailored to each client’s unique circumstances. My approach combines data-driven analysis with personalized attention, ensuring that every client receives strategies aligned with their specific financial objectives. My expertise spans multiple domains including retirement planning, tax optimization, and risk management.