Services

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Let us sit down with you and look over your current financial standing and investments.  we do a detailed review and analysis of all facets of your financial situation. this includes areas such as cash flow analysis, retirement planning, risk management, investment management and tax management. 

 we plan your investments and act as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses, and investments such that you can manage your money and achieve your goals.  we will help you in the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals.   

 It’s a most important financial goal of parents for their children in our country, and we understand the importance of the goal and planning too. 

 it’s a most important and big wish of anyone’s life to become rich or wealthy in their life. we make our client wealthy with proper planning and follow-ups , we can be available for extra hours during new releases and other important events.

 we do have digital platform to perform buy, sell, SIP, SWP transactions, it’s very convenient and easy to perform through your system and smart phones, and many mores can be done through the platform, i.e., portfolio tracking, capital gains report, analysis report, C-KYC etc.  

   we deal in NBFC’S , Corporates deposits, NCD, Government bonds, capital gain bonds etc., where you can get better rate of interest on your deposits, with higher safety.  

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. We calculate your financial risk to you and suggest the best option to mitigate those risks unbiasedly. 

 It’s a best way to plan your retirement by investing in NPS while getting extra tax benefits.