Mutual Funds

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- The mutual funds are becoming the most popular investment vehicle offering various kind of schemes with different investment objectives. We believe that investments through mutual funds is one of the most safest, easiest and onvenient way of successful investment making. The investments are in congruence to the laid down investment objectives securing the goals & objectives of the unit holders.
- A plethora of mutual fund schemes with different features, makes the right choice for an investor difficult.
- We have a dedicated task force to analyse the different schemes of mutual funds across various parameters on an ongoing basis. An arduous process with strict disciplinary levels is followed before offering any product, scheme or recommendation as we believe that we are morally bound as trustees to our clients investments.

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Hari Murlidhar Bhagwat

Hanuman Road, Mumbai, Maharashtra
GST- 27AEVPB2087H1Z8
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Product Description

  • The mutual funds are becoming the most popular investment vehicle offering various kind of schemes with different investment objectives. We believe that investments through mutual funds is one of the most safest, easiest and onvenient way of successful investment making. The investments are in congruence to the laid down investment objectives securing the goals & objectives of the unit holders.
  • A plethora of mutual fund schemes with different features, makes the right choice for an investor difficult.
  • We have a dedicated task force to analyse the different schemes of mutual funds across various parameters on an ongoing basis. An arduous process with strict disciplinary levels is followed before offering any product, scheme or recommendation as we believe that we are morally bound as trustees to our clients investments.

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Mutual Funds

About the Company

Legal Status of FirmSole Proprietorship (Individual)
Nature of BusinessService Provider
IndiaMART Member SinceMay 2014
GST27AEVPB2087H1Z8
We are a well established investment concern engaged in financial services including exclusive portfolio management and consultancy. We provide a wide range of financial products which cover within its ambit insurance, mutual funds and other financial products.
We are with life insurance corp. of India since last 9 years and proud to be multicrore agents each year in succession. Our service oriented approach, professionalism and personalized service has resulted in a network of very satisfied investors.
Growing need of other investment avenues and to give multiple investment options to our investors we have plunged into mutual funds investments full throttle with all the latest technology.
Have an excellent infrastructure to cater to the needs of our investors.
We not only work towards creating wealth for our investors but also preserving it.
Asset allocation being the most important part in any investment portfolio we package and plan your financial investment patterns understanding your income sources, liabilities and anticipated expenses.
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Hari M Bhagwat

B/7, Krishna Cottage
Hanuman Road
Mumbai - 400057, Maharashtra, India

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