We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Everyone wants to be rich but the definition of being rich is not just to create wealth but to have the freedom to quit your job/firm whenever you feel like. We want to see our clients achieve financial freedom and constantly strive to help them achieve this as early as possible.
Dreams of their kids is the most imp goal for India parents, therefore with our expert solutions our clients need not worry about any financial need that might occur regarding their kids with respect to education or marriage or anything else.
Quite like millionaire- a guide to new millennials to achieve financial freedom by the age of 30-35*. We aim to help our new age millennials to reach their goals as soon as possible so that once they have achieved it, they can peruse their hobbies without the worries of future.
For HNI and Ultra HNI
Different portfolios according to your risk profile
Dedicated Team
Completely Online
Comprehensive Product
Your hard earned should be invested and manged properly. You cannot work all the time that is why you need to make your money work for you 24*7. A financial Consultant makes sure that you stay on track and you follow your plan so that you get the maximum possible benefit from your investments.
We have several products and services available as per need and your risk profile. We have a product for everyone, straight from an unborn child to an 80+ old person. Everyone has the right to save and earn money on their investment. We try to give you the best possible solution for your investment needs.
All our services can be accessed online through our website and mobile apps. We provide online webinars every month, from esteemed guests who are well known in their respective fields. We also have a digital newsletter you can subscribe to get the latest financial news all in one place. You can also read interviews from various fund managers and understand their views on the current market situation.
We provide clients with a unique login ID so that they can look at all their financial assets and their net worth all in one place. You can also check where your money is invested and which companies thus providing complete transparency.
We are into financial planning since 2006 and before that we have been into insurance since 1997. We have an experienced team that will help you provide with the best possible solution to all your financial needs.