At PCS Insurance, our core philosophy revolves around trust, integrity, and a client-centric approach, harmonising tradition and innovation to foster financial well-being.
Our vision is to redefine financial security with personalised, empowered solutions. Our mission is to provide trustworthy financial services that adapt to clients' evolving needs.
PCS Insurance upholds values of trustworthiness, innovation, and client-centricity, fostering enduring relationships built on transparency and reliability.
Our diverse and skilled team at PCS Insurance is united by a passion for excellence, working cohesively to implement personalised financial strategies.
Prashant Shrimal, a seasoned professional with over three decades of industry experience, brings a wealth of knowledge and expertise to the table. As a fourth-generation stock broker, his astute understanding of market dynamics and trend analysis is invaluable. His guidance navigates the complexities of the financial world and steers towards strategic investment decisions, ensuring the fund's stability and growth in dynamic market landscapes. With a vast experience in the securities market, Prashant has a proven track record of creating wealth for clients.
He analyses the portfolio of clients and advises them to invest in the growing sectors, along with analysis of the financials of various companies to generate leads for stock pick by providing qualitative & quantitative research.
He conducts both top-down and bottom-up approaches and individual company research, including complete financial analysis. His knowledge and the complete study of the financial statements and ratio analysis of selected companies, with a particular focus on cash flow statements, enable him to evaluate the companies for investments.
Positions Held
Paresh Shah He has been the Director of PCS Securities Ltd since its inception and closely involved in all aspects of business management. He has extensive experience of more than 23 years in Capital Markets. He has rich knowledge and a strong understanding of various complexities of the securities market, financial services & handling high net-worth investors.
Positions Held
Richa B Atrey, CEO at PCS Insurance Broking Pvt Ltd and with over 19 years of experience, is a proactive, self-motivated, and qualified professional in the insurance industry. She excels in sales management and training, specializing in various insurance products including Fire, Motor, Health, Group Term Life Insurance, Term Insurance, and ULIPs. Her expertise lies in coordinating and marketing a wide range of insurance products, organizing promotional events, conducting market research, and achieving accelerated business growth.
Richa is adept at managing sales teams, ensuring the successful completion of targets, and delivering product knowledge to all levels of staff. She is known for her strategic business planning on monthly, quarterly, and annual basis, providing proper guidance and hand-holding to her team, and excelling in after-sales services including claim registration and negotiations with insurance companies. Richa holds certifications such as IRDA Direct Broker Certification from the National Insurance Academy, CFP, and a PGDM from Symbiosis. She is a wealth manager turned insurance broker who thrives in challenging and adventurous domains. Richa is known for her versatility, resilience, and determination to prove detractors wrong by consistently achieving her goals.
Kushal Thakkar, Vice President at PCS Insurance Broking Pvt Ltd, brings over 8 years of extensive experience in sales and training within the insurance sector. With a proactive and self-motivated approach, Kushal has excelled in coordinating and marketing a diverse range of insurance products, organizing promotional events, conducting market research, and achieving accelerated growth while consistently meeting business targets. In his role, Kushal manages sales operations and provides comprehensive training on various insurance products, including Fire, Motor, Health, Group Term Life Insurance, Term Insurance, and ULIPs. He ensures the successful completion of team targets by delivering product knowledge at all levels of staff, conducting weekly review meetings, and preparing business plans on a monthly, quarterly, and annual basis.
Kushal also provides guidance and support to the sales team, facilitates after-sales services, manages corporate dealings, conducts product segmentation, and delivers corporate presentations and seminars. Kushal holds the IRDA Direct Broker Certification from the National Insurance Academy, demonstrating his expertise and commitment to the insurance industry. His dedication to continuous improvement and achieving excellence makes him a valuable asset to the PCS Insurance Broking Pvt Ltd team.