About Me
"With more than 17 years of experience in Investment advisory, we help investors achieve financial freedom.
We believe investment are best kept simple, we recommend investment solution to our investors on the basis of individual need & scientific risk analysis.
We don't believe in chasing returns for our investors, our investment advisory approach is "customer centric & result oriented."
About Work Experience
The Team has collective experience of two decades in Investment Advisory and has proven record of facilitating investors in achieving financial freedom,
Our objective is to keep Investment option simple & best suited as per the risk profile of investor.
We have developed customer centric investment advisory based on “AIM”
A – Assessment of Risk ,
I – Investment alternative,
M – Monitoring of Portfolio
Experience & Qualification
Qualification
LLB
Experience as an Advisor
17 Years
Total work Experience
17 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Share Trading & Demat
Portfolio Management Schemes
Housing Loans
Fixed Deposits