before you think of anything else.
You must plan our investments to generate Inflation beating Returns
you can minimize their after effects on your life and Investments
We advise only those actions which we implement for our own portfolio. All we look for is how many happy clients are we serving.
We strive to be the clients’ most trusted distributor by transparent dealings, focused on client’s primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis & recommendations.
In nutshell, we pride ourselves only on two hallmarks
01.Honest Distribution
02. Quality Service
Values & Philosophy
We all dream of owning a successful company, calling the shots and pocketing a nice paycheck every other week. Oh, there are plenty of dreams out there but how many of us actually take that first step toward financial independence and a quality of life that depends, not on the folks upstairs in the big offices, but on your own hard efforts. When you own the business, financial independence depends on you.
- Client Focus : Putting client at the center and giving our best to fulfill expectations of the client
- Ethics & Integrity : To have a high degree of integrity in our work
- Innovation : To develop & support new processes & ideas
- Customization : Offering tailored solutions to client based on their financial goals & risk appetites
Ten Years of Experience in Financial and Products Services.
We are providing various Tax, Wealth, Estate, Retirement Planning & a platform for investing Mutual funds & Insurance Customized Plans and we have expert team to explain every point your wants to know
Mutual Funds
A single mutual fund may give investors a choice of various combinations of these expenses by offering various different types of share combinations.
Corporate Fixed
The Corporate Fixed Deposits are issued by the Public and Private Limited companies. It is governed by Section 73 of the Companies Act. I
Insurance
Covering yourself under the umbrella of insurance is extremely important especially for breadwinners who are supporting their families alone.
Bonds
Bonds are the instruments to raise the funds by the Government and Corporate entities from the public. It is considered as a loan from the subscribers.
What Our Client Says
Our more than 10 years of rich financial planning experience gives us the edge over competition. Our ethical approach ensures the client satisfaction and thus their further trust in our services.
Let’s Start & Move to create wealth planning With Us
Our objective is clear. It's work together for your Wealth Creation
Our Latest Blog & News
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Frequently Answers & Questions
A Person of Indian Origin means a citizen of any country (other than Bangladesh or Pakistan),if:
- He/she at any time held an Indian passport; or
- He/she or either of his/her parents or grand parents was a citizen of India by virtue of Constitution of India or the Citizenship Act,1955 (57 of 1955);
or - He/she is a spouse of an Indian citizen, or of a person referred to in (a) or (b) above.
FII means an institution established or incorporated outside India, which proposes to make investments in Indian securities and is registered with SEBI.
Yes. NRI’s can maintain accounts in rupees as well as in foreign currency. Accounts in foreign currencies can, however be maintained in India with authorized dealers only.
Yes. The following summary outlines the various provisions related to investments by Non-Resident Indians (‘NRIs’), Persons of Indian Origin (‘PIOs’) and Foreign Institutional Investors (‘FIIs’) in the Schemes of the Mutual Fund and is based on the relevant provisions of the Income-tax Act, 1961 (‘the Act’), regulations issued under the Foreign Exchange Management Act, 1999 and the Wealth-tax Act, 1957 (collectively called ‘the relevant provisions’).
NRIs can invest in Mutual funds on a Repatriable/Non-Repatriable basis as per the provisions of Schedule 5 of the Foreign Exchange Management (Transfer or issue of Security by a Person Resident Outside India) Regulations, 2000 (‘the Regulations’) as explained below.
A Common Application Form duly completed along with cheque or bank drafts should be submitted at Investor Service Centres. The cheque should be made payable at a city where the application is accepted.
