About Me

Mathews Jacob

As a dedicated Financial Consultant, I am committed to empowering and guiding my clients through their financial journey. With years of experience and a deep understanding of the financial landscape, I provide expert advice on investments, insurance, and wealth management tailored to your unique needs.

Our Mission:

To empower individuals and families to achieve financial security and prosperity through personalized, ethical, and comprehensive financial planning.

Our Vision:

To be a leading financial consultant known for integrity, client-centric approach, and delivering exceptional value, helping every client build a secure and prosperous future.

Retirement Planning/Insurance

Started the journey in Insurance field on 22-Dec-2017 as an Advisor in ICICI Prudential. On 31-Mar-2025 released from ICICI Prudential to join HDFC Life. On 01-Apr-2025, joined HDFC Life as Financial Consultant.

General Insurance

Joined HDFC ERGO General Insurance as Insurance Advisor on 03-Sep-2024. HDFC ERGO General Insurance covers segments such as Health Insurance, Private Car/Bike insurance, Travel Insurance, Home Insurance, Property Insurance and Marine Insurance.

Health Insurance

Started as Insurance Advisor in Star Health and Allied Insurance Co. Ltd. on 13-May-2020.

Maintenance Manager- MMS

From 01-Apr-2013 to 25-Mar-2015, served as Maintenance Manager- Maintenance Management System at Hamad International Airport Doha - Qatar. Implemented and administered MAXIMO Maintenance Management System for CUPS, Cargo and ATC Projects for Saudi Binladin Group - Quatari Dier joint venture.

Senior Manager- System Analysis

From 17-Dec-2007 to 25-Mar-2013, served Bangalore International Airport as Senior Manager- System Analysis. Implemented and administered Plant Maintenence module of SAP ERP during this period. Additionally, was in-charge of Airport System Quality (ASQ).

System Analyst

From 27-Sep-1991 to 07-Dec-2007, served as System Analyst in Saudi Binladin Group (SBG-O&M) in various Domestic Airport, Jeddah International Airport and King Fahd Seaport Jeddah.

Work Control Supervisor

From 27-Dec-1988 to 26-Sep-1991, worked as Work Control Supervisor at Turaif and ArAr Airports in Saudi Arabia sponsored by Safari Co. Ltd. for Presidency of Civil Avation (PCA) Projects.

Indian Air Force

Served Indian Airforce as Airman (Sergeant) in Electronic stream From 14-Apr-1972 to 01-Jan-1988. Undergone pre-release course on Computer Programming (BASIC and COBOL) at National Institute of Technology and Management, Chandigarh in 1987.

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