What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To Our Firm

A reputed name for comprehensive financial guiudance and product distribution services

At Our Firm, our mission is to provide our clients with comprehensive, competent, and customised solutions in financial assessment and wealth accumulation areas. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assess

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Sailesh Raj Bhan CIO - Equity Investment, Nippon India Mutual Fund Sailesh Raj Bhan ...

Mr. Amit Tripathi CIO - Fixed Income, Nippon India Mutual Fund Amit has 27 years of expe...

Mr. Nimesh Chandan Chief Investment Officer - Equity Bajaj Finserv Nimesh Chandan is an...

Mr. Nimesh Chandan Chief Investment Officer - Fixed Income India Bajaj Finserv Nimesh C...
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Assisting clients in fulfilling their needs.

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Latest Article

Friday, Mar 07 2024Source/Contribution by : NJ Publications Demystifying Investment Risk:...

Friday, February 14 2025Source/Contribution by : NJ Publications A Unit Linked Insurance ...

Friday, February 7 2025Source/Contribution by : NJ Publications Investing is an essential...

Thursday, January 23 2025Source/Contribution by : NJ Publications We cherish the smiles o...

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