The Company
Compass Financial Solution is a multidimensional financial solution provider with expertise and experience needed to assist in the exceptional planning suiting the needs of Individuals’ and Corporate alike. Compass provides individuals and families with the advice, financial plans and services they need to protect, invest and grow their wealth.
Compass is a part of the diversified expansion program of Petrotech Group (www.petrotech.ae) which has been a strategic partner to a large number of companies in the Oil Refinery Industry in the UAE region for over 35 years.
Our comprehensive financial services program offers a wide range of investment and insurance programs which also include initial and ongoing consultation, to create a sustainable and substantial revenue stream for the client.
At Compass, our strength is a result of our attentive focus to client needs, the alliances we've forged and financial network we have created along with the trust we have built in the hearts of all those availing our services. Given our wide range of financial service partner network, we are able to choose and customize services in each facet of financial planning, investment management and insurance.
The Vision
We at Compass Financial Solutions, commit to be a client driven Financial Solutions Provider. Our professionalism lies in engineering solutions for our Valued Clients, by setting the highest standards of ethics, knowledge and integrity, supported by a network of leading multinational insurance, investments and financial institutions.
The Idea
Everyone in this world has a dream, a goal, a mark, a destiny set in their minds. And many have the energy and commitment to follow that dream and achieve their destiny. But not many have a clear sense of direction to reach their goal and ensure a prosperous future.
Two years ago, on a sunny afternoon while sipping cups of cappuccino, a group of friends were discussing the same thing; finding the right road to reach one’s dreams. It was then, during that leisurely discussion that they decided to establish a platform where they could help others make their dreams come true. It was all about helping others determine a clear and precise direction to achieve their goals in life, and ensuring financial protection on the way.
In encyclopaedic terms, a compass is a navigational instrument for finding directions on the Earth. In a more artistic term, Compass is financial advisor for finding directions in life. Compass ensures that your investments are put in beneficial practices, your savings are equally fruitful and your life, health and assets are insured.
The Values
Compass stands for many values, which may be similar in nature but different in their impact. These might be a few words in the reading, but for us, they are the foundation stones of our day to day working. These are the words that make up the Compass.
- Composure & Compassion
- Opportunities & Objectivity
- Methodology & Meditation
- Plan & Preparation
- Analysis & Architecture
- Substance & Solutions
- Support & Sincerity
The Ethics
Over the years we have consciously made an effort to keep all our business values intact. Our business ethics are the ones that set our direction. We value our customers, their privacy, their assets and their lifetime savings. Each time an existing or a potential client walks into our office, s/he gets our singular attention. We listen to your problems and situations, analyze them objectively and suggest to you the best possible solution that is available. Our primary payback is your trust. We want you to trust us to be your financial architects.
We always keep you in the business loop so that you know where your money is. We keep our clients updated with all the fluctuations in the market, their financial investment status and where there protections and investments stand. With us you are always in control of your finances while we are there to advise you on each decision you have to make.
The Corporate Social Responsibility
"Sentiment without action is the ruin of the soul." - Edward Abbey
A philosopher, P. Cannon Rasmussen, once said, “To determine how successful your actions might be, consider how your efforts will serve to improve the lives of others.”
We believe in that theorem. At Compass, corporate social responsibility is essentially our contribution to sustainable development and betterment of the communities and societies beyond borders. While governments may introduce laws that protect the environment as well as its citizens' current and future economic and social needs and rights, we as a responsible business entity recognize our responsibility in going beyond what is required by law when managing their impacts on society, the environment and the economy.
As part of our renewed efforts towards this goal, Compass has funded the treatment for an 18 year old Sri Lankan to undergo heart surgery.
Our helping hand is extended even to those within the Compass family by patronizing & funding the medical surgery & corresponding treatment expenses of one of our colleague’s mother in Pakistan.
An MDRT Member
The Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT is comprised of 35,781 qualifiers who reside in 76 nations and territories, representing about 475 companies.
Since Compass is a member of the MDRT, you can be certain that you are working with an accomplished, ethical professional who is considered to be among the best in the world. Round Table membership is an exclusive honor that is achieved only by a small percentage of all life insurance and financial services advisors worldwide. Compass is proud to be a part of such an esteemed professional group.
For more information on MDRT, please visit www.mdrt.org.
The Team
Compass Financial Solution has emerged as a team of highly skilled and motivated professionals and financial architects specializing in envisioning, formulating and implementation of client-specific and individually tailored financial plans. The team’s ability to actively evaluate monetary change ensures that customers are offered the best security to their investments.
The Management
Mr. Murli L. Odhrani
Managing Director
Mr. Murli L. Odhrani is currently the Managing Director of Petrotech Enterprises. Pyrotechnic has its existence in this field for the past 32 years rendering valuable services in the development of prestigious and well-established companies in the U.A.E., the Middle East, the C.I.S. countries and the Asian sub-continent, by supplying high quality renowned brands of products. Mr. Murli is also the Managing Director of Compass Commercial Brokers and Compass Insurance Brokers. He has over 30 years of experience in trading activities, financial and insurance services & capital market.
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Mr. Rakesh Rachwani
Director- Operations
Mr. Rakesh completed his Engineering 1992, Bombay. He joined as a part-time Sales Consultant for Life Insurance Corporation of India in 1990 while at college and this part-time job has since blossomed into a career in this profession. He has a passion towards the world of Life Insurance and Investment and has been an active member in Financial Service Industry since 17 years. Over the years, he has driven his business to excel by dedication to the quality of the service he provides in fulfilling the needs of his clients. He came to Dubai in 1993, achieved over 300 clients in less than five years through his hard work, dedication and professionalism. For 6 consecutive years he was MDRT (Million Dollar Round Table) qualifier and has qualified for “Court of the Table” in 2004, 2005 & 2006 as well as “Top of the Table” in 2005 & 2006.
Rakesh currently leads a team of qualified professionals, as the Director of Compass Commercial Brokers, who is committed to be a client driven Financial Solutions Provider.
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Mr. G.F. Nihalani
Director- Operations
Mr. Nihalani has earned a Bachelor of Arts, Special Economics- Mumbai University Bachelor of Gen. Law (I)-Lumbar University; Diploma in Commerce Maharashtra State-Lumbar; Fellow Federation of Insurance Institute 1968; Completed Profitable Management workshop prescribed & conducted by Life Insurance Marketing & Research Association. Attended supervisory management program conducted by Marc Training & Development. Completed various courses of management development programs conducted by the Management Development College and Offices training college of L.I.C. India- Lumbar.
Has over 45 years of extensive experience in the insurance industry in various department of Life & General Division such as Marketing, Underwriting, Reinsurance, Claim Settlement & others. Has worked 26 years in Life Insurance Corporation of India, 5 years with United India Insurance Company & 15 years in UAE.
Has controlled a staff minimum of 30 people to maximum of 600 people at a time zone. His last assignment has procured USD 5 million gross Premium on Life & General Insurance business.
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Ms. Rajvi Agrawal
Assistant General Manager
Ms. Rajvi Agrawal, Assistant General Manager of Compass Insurance Brokers, has over 6 years experience in Financial Services and International Marketing. She has done her Post Graduation from the renowned B school of India, Symbiosis Institute of International Business (Pune- Maharashthra State). She has worked with the big Export houses of India and later joined ICICI Lombard as a Relationship Manager handling business of USD 2.0 Million of general insurance business. She joined Compass in March 2007 and currently handling a business of more than USD 600K of premium income comprising of various corporate and retail clients in both General and Life Insurance
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Mr. Aaron Vedhasinghe
Director Marketing
Aaron is a partner & heads the Marketing and Investment Division of Compass Financial Solutions. He also spearheads his TEAM ACE where he grows and develops financial architects to reach various standards of MDRT. While his role is to manage a strong sales team Aaron is instrumental in providing great insights to both corporates and individuals in managing investment and can help organization reap the benefits of such instruments.
Joining the financial field at a very early age as twenty has given Aaron enough exposure and experience to numerous markets in various facets of finance giving an edge in the industry. He brings with him a strong understanding of world class investment systems and has over 20 years in the financial industry and of this sixteen years of experience in the UAE. In his tenure, he has played a key role in ALICO as Ex Unit manager spearheading tasks of managing a sales team and marketing Alico’s products to a wide spectrum of local and international clients. At Alico he achieved major milestones of creating business units/streamlining operations/harnessing prospects/ building new profitable products etc… He has also played a pivotal role in MDRT and chaired the organization in 2003/2004. The objective of this organization was to promote high standards of professionalism in the Insurance and financial field.
A farther of two, where family has been a great morale boost to his accomplishments, Aaron also has extra curricular interests in sports, such as, Cricket, Rugby, badminton,Golf,tennis and athletics. He would be more than delighted to provide expert advise on financial propositions and the viability of such investments…if given an opportunity to assess a client's firm investment needs. The passion of the financial industry is imbedded in Aaron and he will always exhibit high level of professionalism in service and every aspect of client requirements.
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