Insurance & Investment Advisory
Secure Your Happiness.We'll Help You Protect It.
Get professional guidance for Life Insurance, Health Insurance, General Insurance and Mutual Fund investments — all in one place.
Guidance is based on your needs and available products. We do not guarantee returns, claim approval, or investment performance.

9+
Years of Experience
What We Help With
Four pillars of guidance, one advisor
Every recommendation starts with your situation, not a product catalogue — protection, healthcare, everyday risk and long-term growth, considered together.
Life Insurance
Guidance on choosing suitable life insurance plans, policy servicing, premium and renewal assistance.
Health Insurance
Individual, family floater and senior citizen health plans, explained clearly with claim support.
General Insurance
Motor, travel and home insurance guidance — comprehensive and third-party options compared.
Mutual Funds
Goal-based SIP and lump-sum investment planning across equity, debt and hybrid funds.
Why Anandm Insurance
Guidance first. Products second.
- ✓We start by understanding your family, income and goals before suggesting any plan.
- ✓Clear comparisons — no jargon, no pressure to decide on the spot.
- ✓Ongoing support with renewals, servicing and claim guidance, not just the first sale.

Anand Mohan Jha
CFP, Post Graduate · New Delhi
Anand Mohan Jha is a CFP, Post Graduate-qualified advisor based in New Delhi, with 9+ years of experience helping individuals and families plan their insurance and investments. License: 0256911K · ARN: ARN-144757.
Client Feedback
What clients say
“Excellent service by Anandm Insurance. They help with pre and post hospitalization expense claim files and also assist in getting reimbursement smoothly. Very supportive, professional, and quick response. Highly recommended for health insurance claim assistance.”
“I'm extremely satisfied with the exceptional service provided by Mr. Anand. They recently added a new member to my policy, and the entire process was seamless and efficient. Their support team is knowledgeable, friendly, and responsive. Highly recommend for all your insurance needs!”
“Good behaviour and worth consultation, towards customer and their investing hard earned money, keeping everything transparent to customers. A true guide towards investment & insurance.”
Recognition
Awards & media

NISM Mutual Fund Distributors (CPE) Certificate
NISM Series V-A: Mutual Fund Distributors Continuing Professional Education (CPE) Certificate awarded to Anand Mohan Jha.

Achievement & Award Ceremony – LIC
Celebrating Independence Day with pride, honour, and recognition at LIC on 15th August.

A Proud Moment of Achievement – LIC Award Recognition
A proud and memorable moment of receiving an award from the Senior Branch Manager, with the guidance and support of the Branch Manager and respected SBA Sir. A celebration of achievement, teamwork, leadership, and continued inspiration.
From the Blog
Insurance & investing, explained

LIC Jeevan Dhara II (Plan 872): A Guaranteed Pension Plan for Your Retirement
LIC jeevan DHARA

LIC New Cancer Cover Plan 908: Benefits, Eligibility, Premium and Features Explained
LIC New Cancer Cover Plan 908: Benefits, Eligibility, Premium and Features Explained
A Simple Guide to LIC Policy Renewal and Premium Payment
What to check before your due date, and how to avoid a policy lapsing.
Not sure which plan is right for you?
Book a free consultation and get personalised guidance based on your goals.