Corporate Insurance &
Wealth Planning
for Business Leaders
Trusted by directors, business owners & SMEs across Pune. Specialising in Keyman Insurance, Group Mediclaim, Director Retirement Planning & Employee Benefit Solutions.
Corporate Wealth Architect
Watch how Rajeev Lokapur protects and grows the wealth of Pune's business owners, directors and SME promoters.
Complete Corporate
Insurance Solutions
A comprehensive suite of corporate insurance and financial planning products tailored for Indian businesses, SMEs, and enterprise directors.
income meets
lasting legacy.
Corporate Legacy
Income Strategy™
A retirement architecture designed exclusively for company directors — combining tax efficiency, structured lifetime income, and family wealth transfer.
- Director Pension Planning — structured deferred compensation with tax benefits under the Income Tax Act
- Tax-Efficient Retirement — reduce corporate tax liability while building personal wealth simultaneously
- Family Wealth Transfer — legally structured mechanisms to transfer business wealth to the next generation
- Business Succession Integration — align retirement plan with seamless leadership transition
Sectors We Specialise In
Specialised Insurance
for Business Leaders
Insurance
A business's most critical asset is not its equipment — it is its key people. Keyman Insurance protects company revenues, bank loan covenants, and investor confidence when a critical individual can no longer contribute.
- Manufacturing companies & factory owners
- SME proprietors & partners
- Partnership firms & LLPs
- Startup founders & co-founders
- Tax-deductible premium (Section 37(1))
Liability
As corporate governance scrutiny intensifies, D&O Insurance is no longer optional for large organisations. Protect the personal assets of board members from regulatory actions and shareholder claims.
- Listed & unlisted companies
- Protection against SEBI, MCA actions
- Shareholders & creditor claims
- Employment practice liability
- Retroactive cover available
Tax-Efficient Wealth
Structures for Businesses
Structured deferred compensation arrangements that reduce current corporate tax liability while building guaranteed lifetime income for directors.
Keyman Insurance premiums are generally deductible as a business expense — protecting the business and creating a legitimate tax deduction.
Tax-efficient investment vehicles for HNI promoters including corporate-owned life insurance, structured products and family arrangements.
Build a Workplace
People Won't Leave
Employee benefit packages are your most powerful retention tool. A well-structured Group Insurance programme reduces attrition, improves morale, and signals genuine care for your team.
Download Your
Corporate Insurance
Guides
Expert-curated guides to help you make informed decisions about corporate insurance and financial planning.
Insurance Audit
Expertise
Rajeev Lokapur —
Corporate Insurance &
Business Wealth Specialist
For over 35 years, Rajeev Lokapur has been the trusted advisor to Pune's leading business owners, directors, and SME promoters — not merely as an insurance broker, but as a strategic partner in corporate risk management and wealth architecture.
Rajeev's approach combines deep product expertise across all major Indian insurance companies with personalised service, proactive claims assistance, and a thorough understanding of corporate tax structures.
What Corporate
Leaders Say
Rajeev structured our Keyman Insurance in a way that also reduced our corporate tax significantly. The dual benefit was something our CA hadn't even suggested. Exceptional expertise.
Our group mediclaim was a mess — three different policies, zero clarity on claims. Rajeev consolidated everything, improved coverage, and reduced our premium. Best decision we made.
The Corporate Legacy Income Strategy™ gave me a retirement plan that I never thought possible inside my own company structure. My family is financially secured beyond the business now.
Your Business Deserves
Expert Protection
Take the first step towards comprehensive corporate insurance and wealth planning. Book your free audit today — no commitment, just genuine strategic guidance.