"Making Financial Matters Easier"

Leena Parwani, Managing Partner, Lets Plan Here, believes in solving problems with a clear intention to help people benefit from insurance. Educating the client and allowing them to decide for themselves is her working style and the most significant benefit of working with her. She likes her customers to make informed decisions and gain confidence in their financial matters. She is confident, strong and a supportive backbone of the team. Her innovative and curious qualities help her find the new gaps in the market and expand her business by filling those gaps.

According to Leena, each female business owner is a complete boss herself. “I commend them for how far they’ve come and support them no matter what. I believe that in today’s day and age, female business owners need to have an authoritative presence along with confidence to let the world know that they are here to stay,” she says. “Of course, everyone makes mistakes along the way but what makes you stronger is the persistence and willingness to learn and move ahead. I push them constantly to upgrade their skills to grow in life.”

Leena’s team is her replica in many ways that they know the standards of service to the clients as each one has learned directly from the Managing Partner. “They are my army who knows how to get things done in favor of client. I always believe that the more freedom and learning my team has access to, the better they perform. I wish that all of them become successful in all avenues of life, and hence, they are encouraged to do so.”

For Leena, there is no benchmark as such for finding success. “You feel that having money is success? Good for you! If you feel that having a family is success? Amazing! For me, having freedom, stability and opportunities to use my skills is all that I consider as success,” she explains. “Being financially free, being able to cultivate deep and meaningful relationships and being able to lead a life of joy, is my success. Milestones will keep coming, and I will keep celebrating them.” With this confidence, Leena has been surging ahead of the competition with her steadfast leadership.

Lets Plan Here Financial Services was instituted with a sole resolution—helping clients to create wealth with the help of effective and tailor-made financial planning services. The brains behind Lets Plan Here make sure that clients get goal-oriented financial recommendations to attain their dream promptly. The fusion of technology and high-end tools in their decision-making process is the cornerstone that makes them stand out in the market.

Lets Plan Here’s solution-based methodology helps clients plan their financial goals and choose the most lucrative investment avenue to park their hard-earned money. “We help our clients in the Middle East to prosper with a definite goal,” says Leena. “We at Lets Plan Here are specialists at what we offer to our valued clients. And we measure our success only with respect to our clients’ satisfaction. If their financial goals and aspirations are fulfilled, we take it as our achievement.”

The company’s proficiency in providing a comprehensive study on risk assessment and financial planning gives birth to effective investment options. It results in bringing out better financial plans and efficient wealth creation. Out of several special lines such as estate planning insurance, which focuses on addressing third generation syndrome, health insurance for Sr. Citizens, or corporate health insurance, Lets Plan Here has succeeded in educating people on how insurance benefits can save their lifetime wealth.

Leena and her team's goal is to add value to one million lives in the next 5 years and grow their team organically. They are working on creating a product for retirement visa holders in terms of their health insurance, and cost-effective plans for that age group. “UAE is inviting new expats and offering ease for setting up businesses and making attractive offers to live here, while not to forget that this country is sharia complained. Therefore, right insurance becomes important to protect business and family and we constantly growing,” adds Leena. “We have expanded license in various countries, and we plan to expand here as well because of the new inflow of businesspeople.” WL