Insurance & Investment Advisor
With 13 years of experience, I specialize in Life Insurance, Health Insurance & Mutual Funds, offering personalized financial solutions to secure client's future. My expertise includes educating clients, designing tailored insurance plans, retirement planning, and helping families fund child's education or achieve life milestones. I focus on risk management, ensuring clients are well-protected against unforeseen events, and provide seamless claims assistance.
I bring 31 years of marketing experience, enhancing my ability to communicate clearly, build trust and create lasting client relationships. My client-first approach ensures solutions are customized, understandable, and aligned with your goals. Whether you're preparing for retirement, protecting your family or planning your dream, I’m here to help.
Let’s build a financial strategy that brings you peace of mind and long-term security.
Reach out today to start your journey towards financial success.
David Babu
As the year comes to a close, I want to simply say thank you.
For many IT professionals and families, this year was about balancing work, home, and future goals.
Every step taken—starting, reviewing, or staying consistent—matters.
Financial planning isn’t about trends.
It’s about clarity, protection, and peace of mind—so you can focus on what truly matters.
Wishing you and your family a joyful, healthy, and financially secure 2026.
Cheers to you and your journey ahead!
#YearEnd #NewYear2026
#Gratitude #FamilyFirst
#ITProfessionals #FinancialPeace
#SecureFuture
2 weeks ago | [YT] | 1
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David Babu
Merry Christmas...
3 weeks ago | [YT] | 0
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David Babu
Insurance - explained
3 weeks ago | [YT] | 0
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David Babu
🌱— Small Steps, Big Change —🌱
If you’ve been following this series, there’s just one thing to remember:
You don’t need to change everything today.
You just need to take one small step.
Financial and health planning isn’t about big promises or perfect timing.
It’s about simple, practical actions taken consistently — protecting your health, your savings, and your family.
Money Moves That Matter:
💡 Waiting for the “right time” keeps us stuck
🛡️ One decision today brings peace of mind tomorrow
📈 Small steps always create big long-term change
You don’t have to do everything at once.
Just start where you are.
If you’ve been watching and thinking, “I should do something about this” — NOW is the Time.
✅ Click the link to book a FREE 15-minute discovery call with me:
www.davidbabu.com
Like & subscribe my to YouTube channel:
youtube.com/@davidbabu
#MoneyMovesThatMatter #SmallStepsBigChange #HealthInsuranceIndia #FinancialPlanning #SmartMoney #StartToday #ProtectYourFuture
1 month ago | [YT] | 0
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David Babu
💡— Financial Planning Is Not Only for the Rich — 💡
Many people think:
“I’ll plan my finances when I start earning more.”
Or
“Financial planning is only for the rich.”
But the truth is…
Planning is what helps you become financially stronger — no matter where you start.
Money Moves That Matter:
🛡️ Term insurance and health insurance protect your wealth
📈 Small, consistent savings grow over time
💭 Waiting to “earn more first” actually delays your progress
💡 Simple habits can completely change your financial future
You don’t need a big salary to start.
You just need a small step — and consistency.
If you’ve ever felt that financial planning is “not for someone like me, then:
✅ Click the link to book a FREE 15-minute discovery call with me:
www.davidbabu.com
Like & subscribe my to YouTube channel:
youtube.com/@davidbabu
#MoneyMovesThatMatter #FinancialPlanning #MiddleClassIndia #SmartMoneyHabits #PersonalFinance #LifeInsurance #HealthInsurance #InvestingBasics #StartToday @highlight
1 month ago | [YT] | 0
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David Babu
😟 Fear of Making a Mistake 😟
Be honest…
How many times have you stopped yourself from taking a financial decision because you were scared it might be wrong?
Maybe you wanted to buy insurance…
Or start a SIP…
Or increase your savings…
But the thought of “What if I choose wrong?” held you back.
You’re not alone.
Most of us were never taught how to make financial decisions — so fear naturally takes over.
Here’s the truth:
Doing nothing is often the biggest mistake.
Your protection, your future, and your family’s security can’t wait for “perfect clarity.”
✅ Click the link to book a FREE 15-minute discovery call with me:
www.davidbabu.com
Like & subscribe my to YouTube channel:
youtube.com/@davidbabu
#MoneyMovesThatMatter #SmartMoneyMoves #FearOfMistakes #FinancialPlanning #PersonalFinance #TakeAction #LifeInsurance #HealthInsurance #InvestingJourney
1 month ago | [YT] | 0
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David Babu
💸 Too Many Expenses, Nothing Left to Save 💸
Be honest…
How many times have you said this to yourself?
“I WANT to save… but by month-end, nothing is left.”
It’s not just you.
Most people feel this way — even those with good salaries. Because small expenses, lifestyle upgrades, and impulse purchases add up silently.
Money Moves That Matter:
🔍 Your money disappears faster than you think - when not monitored
🍟 Lifestyle creep slowly reduces your savings
⏳ The danger of waiting for “next month” to start - “next month” never comes
💡 A simple rule - save FIRST, spend NEXT
Saving is not about cutting all your joy.
It’s about building a system that protects your future.
If you’re tired of income coming in and going out without anything staying back…take control.
✅ Click the link to book a FREE 15-minute discovery call with me:
www.davidbabu.com
Like & subscribe to my YouTube channel:
youtube.com/@davidbabu
#MoneyMovesThatMatter #SavingTips #SmartMoney #FinancialPlanning #Budgeting #YoungProfessionals #PersonalFinance #StartToday
1 month ago | [YT] | 0
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