About Nishoo Mittal

The financial planning process by NISHOO MITTAL and her team is a holistic and in-depth exercise to create a customized plan to help clients achieve their financial goals keeping in mind their needs and wants.

Our Story

With over 12 years of experience in financial services, Nishoo Mittal has built a reputation for providing door-to-door service with a personal touch. Our approach goes beyond just selling policies - we believe in building long-term relationships with our clients.

We serve 1000+ satisfied customers across India, managing over ₹50 crores in SUM, and have successfully settled 500+ claims with compassionate support during families' most challenging times.

Our expertise spans Financial Planning & Risk Management through Life Insurance, Health Insurance & Mutual Funds, with a focus on analyzing financial needs, security, returns, liquidity and tax benefits.

Our Service Motto

"Quality in a service or product is not what you put into it. It is what the client or customer gets out of it."

Our Journey

Changelog from my journey

I've been working on Aceternity for the past 2 years. Here's a timeline of my journey.

2012

Started Financial Planning Journey

Began serving families in Lucknow with personalized financial advisory services, focusing on life insurance and systematic investment planning.

2020

MDRT Qualification

Achieved Million Dollar Round Table membership - recognizing top 3% of financial advisors globally for exceptional client service and ethical practices.

2021

Galaxy Club Member

Became a Galaxy Club member of LIC of India - elite recognition for top-performing agents demonstrating consistent excellence in customer service.

2023

Court of Table Achievement

Earned Court of Table qualification - world's 2nd highest qualification for insurance agents, representing exceptional professional achievement.

Our Service Philosophy

The experts at Team Nishoo Mittal help you define the right set of financial goals that fit your needs. Our advisory services include Portfolio review, Capital Need Analysis, Human Life Value calculation, creating regular guaranteed income to enable you 'Chase your passion, not your pension' and 'Add more to life'.

Personal Touch Service

Door‑to‑door service with personal attention and relationship‑first approach for every client interaction.

Get Personal Service

Holistic Financial Planning

Comprehensive analysis covering protection, growth, liquidity and tax benefits balanced to your life stage and goals.

Explore Planning

Compassionate Claim Support

Hands‑on, empathetic claim support during families' most difficult times with end‑to‑end assistance.

Learn About Claims

Regular Portfolio Reviews

Systematic portfolio reviews and disciplined SIP strategies to keep your investments aligned with changing goals.

Portfolio Review

Professional Achievements

MDRT Member

Million Dollar Round Table, USA

Since 2020

Top 3% of financial advisors globally

Galaxy Club

LIC's elite agent recognition

Since 2021

Top agents of LIC of India

Court of Table

World's 2nd highest qualification

Achieved 2023

Exceptional professional achievement

Community Activities

Health Awareness Programs

Organizing FREE HEALTH CHECKUP CAMPS to promote health insurance awareness and preventive healthcare in the community.

Corporate Presentations

Conducting corporate presentations on financial planning & taxation for employees and organizations.

Portfolio Reviews

Regular customer portfolio reviews to ensure financial goals remain on track and adjustments are made as needed.

Festival Service Stalls

Setting up free servicing stalls during festivals to provide convenient policy services to the community.

Happy Customers

₹0+ Cr

SUM Managed

Claims Settled

Years Experience