OUR TEAM
RAJIV KAMAT
Business Coach & Exit Planner
As a Business Coach & Exit Planner with SurelyNow LLC, Rajiv is passionate about working with individuals, families and businesses to help them organize their finances while they navigate the two parallel paths. The first of these paths is to protect today what they have and are building while the second path is the long-term road to wealth accumulation. For both of these paths, our objective is to utilize efficient and holistic strategies for the client’s tax situation and goals.
Rajiv’s 35 years of experience in Finance, management, business knowledge combined with his cross industry experience, make him the ideal candidate to help you solve your next business challenge.
Smita Garg
Associate Vice President – Operations
Smita is ambitious, detail-oriented, and an excellent communicator. All these qualities are perfectly suited for helping clients deal with the complexities and paperwork that come along with insurance and financial consulting.
She brings more than 5 plus years of senior management experience to our organization. Smita works with our high net worth clients and helps find Insurance Solutions to meet their needs.
She also works closely with the case managers and premium finance teams in building a case that meets client objectives and ensuring efficient, timely, and effective processing of our life insurance business to provide a positive customer service experience for all of our clients.
