ABOUT
Mihir Trivedi
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MDRT (U.S.A.)
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Life Member Of Indian Institute Of Excellence (IIOE)
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Life Member Of Indian Fianancial Professional Association (IFPA)
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Has Been Awarded By IFPA In 2010 @ Indore Stadium(3rd National Convention For Insurance Professional)
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Has Been Awarded By IIOE In November 2012 @ Mumbai @ Sayan Shanmukhanand Hall (8th International Convention)
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Has Been Falicited By 7 Different Dignitaries Of Lic Of India (i.e.BM, MM, SDM, RM, ZM, E.D.(Mktg), Chiarman Of Datacomp Traning Academy)
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Also Going To Be Awarded By Chairman Of Lic.
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Has Been Falicited By President Of MDRT @ Hyderabad In MDRT Experience Convention In February 2013.
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He Was No.1 In His Branch & 5th Rank In Surat Division In 2012.
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He Was One Of The Top 100 Insurance Agents Of Lic Of India & Also Awarded By Ed(Mktg) @ Srinagar In 2012.
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Giving Speechs In Different Organisation Like Sr.Citizen Groups,Giants Club Etc.
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Working As Apprentice Leader In Iioe And Also As Chief Mantor In Samriddh Bharat Project.
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Has Been Awarded By IIOE In November 2016 @ Mumbai @ Sayan Shanmukhanand Hall (12th International Convention Named Think Out Of Box ) And He Was One Of The Penalist In Penal Discussion.
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Has Been Felicited By E.D. Of Surat BNI (CA Gaurav Singhvi & Dr.Nidhi Singhvi) I Was One Of The Pennalist In BNI Knowledge Series Which Was Held @ Science Centre On 18th March 2018
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He Personally Work In Leadership Team As Vice President, As Secretary Treasurer, As Lead Visitor Host, As Mentor Co Ordinator @ Regional Level , As Chapter Growth Co Ordinator, As Attendance Co Ordinator.
SERVICES
Committed to
Excellence
Our tailor-made Financial Business Continuity Plan is crafted to meet specific needs of your family business's stakeholders. It includes:
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Ensuring business resilience in case of major disruptions, especially due to the loss of a key leader.
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Safeguarding against liabilities and personal guarantees made by the business promoters.
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Guaranteeing liquidity through the establishment of an accessible emergency fund for the promoters.
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Providing lifelong financial stability and dignity for the promoters.
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Facilitating the creation and growth of financial assets.
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Lastly, our strategy ensures that you leave a legacy of positive memories, not debts. The plan supports charitable actions, reinforcing a lasting, impactful legacy.
Aum Sumukh
PROFILE
Drawing from his extensive experience with First Generation Projects over many decades, Aum Sumukh Consultancy has observed the unique threats and risks characteristic to this sector. The Financial Business Continuity Plans developed by us, pinpoints four critical risks that every business enterprise owner must address to ensure stability and continuity.
Our tailored Financial Business Continuity Plans, crafted specifically for company promoters, significantly enhance value for the companies, their promoters, collaborators, investors, and key organizational personnel.
Mr. Mihir Trivedi Promises as under:
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“Our Financial Business Continuity Plan is at its Best when you are at your ‘Worst’…”
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“Our Clients do not hire us to make them Rich but they hire us to make sure that they will never be ‘Poor’..”
Succession
Risk
Business Insolvency Risk
Preservation of Personal Wealth
Hedge Personal Liabilities
Our Work Process
APPROACH
Business continuity planning is essential in today's ever-changing business environment. It's more than crisis management; it's about proactively preparing for potential disruptions to ensure seamless operations. This strategic approach not only helps businesses withstand crises but also turns challenges into growth opportunities. By embracing comprehensive financial business continuity planning, organizations can maintain uninterrupted performance, build stakeholder confidence, and secure long-term success in a dynamic world.
What people are saying about Aum Sumukh
TESTIMONIALS
Mr. Mihir Trivedi is one of the best insurance advisor and financial planner whom I have met in my lifetime.
Dharmesh Naik
Mihir Trivedi is one of the most resourceful people that I have met. He understands Life Insurance and LIC policies which meet the requirements of an individual.
Kushal Parikh
I have high regards for his passion of work. The quality of service they provide is outstanding.
Nikhil Variya
Get in Touch
Need assistance? Contact us via email, phone, or our online form. We're dedicated to providing prompt, helpful responses to all your inquiries. Your feedback is important to us, and we're eager to hear from you!