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Portfolio Planning

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Stock Broking

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IPO Services

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Insurance Advisory

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Financial Planning

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Insurance Policy

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We are a Rajkot based Financial Services company catering to all your financial needs. The promoters of the company come from diverse backgrounds with insightful knowledge of products & services catered to the investors.
We offer wide portfolio of products like Equity Investments, NRI Investments, Initial Public Offerings (IPOs), Mutual Funds Advisory, & Insurance Consulting. 
 
Our Team
Subhash Mehta (CEO)
With a wide experience of more than 20 years in the capital markets, Mr. Subhash Mehta has been in the business of providing financial and broking services since outcry system of the markets. He has been a former member of Saurastra Kutch Stock Exchange (SKSE).
 
Sumit Mehta (Director - Business Development)
He has pursued MBA from Welingkar Institute, Mumbai in 2007 and since then he has been involved in the company. He has revived the company to accommodate modernization and widened the scope of the company. He is handling day to day operations of the company.
 
Punit Mehta (Market Expert)
He has done his Chartered Accountancy and CFA. He was working as a Dealer cum Fund Manager at ICICI Prudential AMC for two and half years and is now involved in day to day operations of the company as to widen its goals and expertise. Along with a good corporate experience and academics, Mr. Punit Mehta has honed knowledge of the financial industry.
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Nature of Business

Service Provider

Legal Status of Firm

Limited Company (Ltd./Pvt.Ltd.)

Annual Turnover

Upto Rs. 50 Lakh

GST Number

24AALCM6403F1ZO

General Insurance Services
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Motor Insurance, Medical Insurance, Travel Insurance, Factory Premises & Household Premises.

Our span of service starts from getting best possible rates to satisfactory settlement of claims and timely renewals.

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Corporate Bonds Financial Services
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Portfolio Planning

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Stock Broking

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IPO Services

IPO Services

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Insurance Advisory

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Financial Planning

Financial Planning

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Insurance Policy

Insurance Policy

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