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
We have experience team of people and we have 21 years of experience.
Experience & Qualification
Qualification
BCom, B. ED, AMFI, IRDA
Experience as an Advisor
21 Years
Total work Experience
21 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Will Writing Services
Technical & Research Analysis
Fixed Deposits