About Me
In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.
We are having more than a decade of experience in Financial Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be one stop financial supermarket and to be of immense help to our investors and provide help regarding Tax Savings, retirement Savings and insurance.
Our main aim is to provide investment services keeping in mind client?s short and long-term wishes by using various AI based tools.
About Work Experience
Since Last 21 Years we are managing and growing Wealth of individual as well as Corporate Clients
Experience & Qualification
Qualification
B.Comm, P G D A C A, CFP,..
Experience as an Advisor
21 Years
Total work Experience
21 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Fixed Deposits