Pallavi Chaturvedi is a life insurance professional with a leading insurer in India and also the founder director at BLUEESTONE Wealth Matters Pvt Ltd, a leading personal wealth management company based in New Delhi, India.
She has more than 18 years of experience in the financial services industry and is a Certified Financial Planner (CFP). She began working as a life insurance specialist and then graduated to being a well-known and qualified holistic financial coach. She has worked with more than 17,000 families on future financial security in her journey this far.
Pallavi’s specific vision with BLUEESTONE is of extending financial planning services to every household in India by making it affordable and easily accessible to the average Indian citizen.
In fulfilling this mission, the company has worked with varied corporations, NGOs, Public Sector organisations, and paramilitary forces on employee welfare programs targeted toward financial planning.
A lesser-known fact about Pallavi is that she was a national-level swimmer and has a keen interest in all forms of art – painting, sketching, clay modelling, and photography to name but a few.