MDRT Advisor · 16 Years of Trust

Secure your family's future with plans that actually pay off

I help business owners, salaried professionals, doctors and NRI families build tax-efficient wealth, plan for retirement and protect what matters most — with a 100% claim settlement track record.

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16+Years Experience
21Policies in 1 Day
100%Claim Settlement
MDRTCertified Advisor
Surendra Bisoi, MDRT Advisor
MDRTADVISOR
Quick responseReplies in under 1 hour
Business OwnersSalaried ProfessionalsDoctorsNRIsHNI Clients Business OwnersSalaried ProfessionalsDoctorsNRIsHNI Clients
Advisor Record
16 YrsIn the insurance & financial planning industry
21Policies issued in a single day — personal record
100%Claim settlement ratio for served families
MDRTMillion Dollar Round Table advisor status
About Your Advisor

16 years of turning financial confusion into clear, funded plans

I'm Surendra Bisoi, an MDRT-certified insurance and financial advisor based in Jharsuguda. Over the last 16 years, I've worked closely with business owners, doctors, salaried professionals and NRI families to design plans that hold up — through market cycles, life changes and emergencies.

My approach is simple: understand your goals first, then match the right mix of protection, retirement income and tax-efficient investment — never the other way around. That approach has helped me maintain a 100% claim settlement track record for the families I serve.

MDRT Advisor 21 Policies / Day Record 100% Claim Settlement

My Mission

To make every client's family financially unshakeable — protected against the unexpected, and on track for the goals that matter, through honest, needs-first advice.

Services

Planning built around the life you're building

Six focused services, each designed to solve a specific financial goal — not a one-size-fits-all policy pitch.

Retirement Planning

A steady, inflation-aware income plan so your lifestyle doesn't change when your paycheck stops.

  • Guaranteed income options
  • Inflation-adjusted corpus planning

Child Education Planning

Fund your child's education milestones without touching your other savings or taking on debt.

  • Milestone-based payouts
  • Built-in premium waiver protection

Tax Saving

Structure investments to legally reduce your tax outgo while still building long-term wealth.

  • Section 80C & 10(10D) aligned plans
  • Yearly portfolio review

Wealth Creation

Disciplined, goal-mapped investing to grow long-term wealth for the milestones that matter most.

  • Goal-based portfolio design
  • Regular rebalancing support

Insurance Protection

Life and health cover sized to your real responsibilities — not a generic sum insured.

  • Term, health & critical illness cover
  • End-to-end claim assistance

NRI Planning

Cross-border compliant plans that let NRIs invest and protect family back home with full transparency.

  • NRE/NRO friendly structuring
  • Remote onboarding & servicing
Client Stories

What families and business owners say

Representative feedback shared by clients after working together on their plans.

★★★★★

Surendra explained everything in plain language, no jargon. My retirement plan finally feels concrete instead of a vague idea.

RP
Rajesh P.Business Owner, Jharsuguda
★★★★★

When my father's claim came up, the process was smooth from start to finish. Settled fully, without any back and forth.

AM
Anita M.Salaried Professional
★★★★★

As a practising doctor I don't have time to research plans. He mapped everything to my actual goals and timeline.

DS
Dr. Sameer S.Doctor
★★★★★

Managing investments from abroad felt risky until I started working with Surendra. Everything is documented and clear.

VK
Vikram K.NRI, UAE
★★★★★

We set up education plans for both our kids in one sitting. Genuinely felt like he was planning for his own family.

SN
Sunita N.HNI Client
★★★★★

Tax season used to be stressful. Now it's one conversation with a plan that's already in motion.

MB
Manoj B.Business Owner
Why Choose Us

Advice you can verify, not just trust

Every claim on this page is backed by a track record you can ask to see.

MDRT Membership

Recognised among the top tier of insurance and financial advisors globally.

16+ Years Experience

Guiding clients through market cycles, life events and policy changes since 2010.

100% Claim Settlement

Hands-on support at claim time — the moment your plan is actually tested.

Needs-First Planning

Every recommendation starts from your goals, not from a product target.

Transparent Advice

Clear breakdowns of costs, returns and terms — nothing buried in fine print.

Ongoing Support

Annual reviews and a direct WhatsApp line — not a one-time sale.

Book an Appointment

Get a free, no-obligation financial review

Share a few details and I'll personally get back to you within 24 hours to schedule a call or meeting.

What to Expect

A focused 30-minute conversation about your goals

No forced products, no pressure — just a clear view of where you stand and what your options are.

  • Understand your current coverage gaps
  • Map out retirement & education goals
  • Get a tailored, jargon-free plan outline
  • Decide at your own pace — no pressure
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Visit the Office

Jharsuguda Branch

Get in touch

Office AddressJharsuguda, Odisha
Call / Mobile+91-9040452223
Emailsurendra02556@gmail.com
Message on WhatsApp
FAQs

Common questions, answered directly

Yes. The first 30-minute review is free and comes with no obligation to purchase any product.

I work across leading, IRDAI-registered insurers so recommendations are matched to your needs rather than a single company's products.

I personally coordinate documentation and follow-ups with the insurer on your behalf, from filing until settlement.

Yes, plans can be structured and serviced remotely with documentation suited to NRE/NRO accounts, subject to insurer and regulatory requirements.

It depends on income, liabilities, dependents and goals. We work this out together during the consultation rather than using a flat multiple.

Yes — annual policy reviews, servicing help and claim support continue for as long as you're a client.

Ready to put a real plan behind your goals?

Book a free consultation or message directly on WhatsApp — I usually reply within the hour.

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