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We offer a progressive financial planning & INVESTMENT ADVISORY SERVICES that differentiates itself by being disciplined, well researched & investor services oriented. We are a independent investment advisory and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Extending hands of professionalism, ethics, integrity and experience we shall be your financial encyclopedia, catering to every one with customized asset allocation, and financial solutions, simultaneously keeping our investors well informed.
Managing investments to achieve one’s financial goals has always been the most complicated question because investment routes depend upon the risk profile of an individual. The bigger task that has always challenged individuals is to assess the risk profile and then recommend the ideal investment strategy by optimal usage of the available investment tools.
We are service providers for financial investment needs of our clients. Understanding the client’s requirement and providing with solutions that best suits them. We design the investment plans for every client as per their financial strength and desire to invest in a particular market.
We ensure all the Essentials of Financial Planning like Fundamentals, Insurance, Retirement, Investments, Taxes, Inflation and Future goals are taken into consideration and are not treated in isolation while recommending strategies. The ultimate goal of Financial Planning is to ensure you achieve Your Life's Financial Objectives like achieving your dreams & goals, being prepared and overcoming challenges faced during life changing events and attaining financial discipline in life.
We welcome you to explore and benefit from this holistic approach of Financial Planning road map to FINANCIAL FREEDOM.
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Nature of Business

Service Provider

Legal Status of Firm

Individual - Proprietor

GST Number

27AETPJ0352B1ZQ

Kids Education And Marriage Planning Service
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The cost of college. Four simple words that strike fear in the hearts of parents everywhere. However frightening the skyrocketing costs of sending a child to a top-tier private college, there's good news. The growth of college costs is finally cooling down, and even better, a little planning goes a long way towards contributing to this expense.

Regardless of the method you choose, saving for your child's college education is like any other investment. The sooner you start, the better the chances your money will increase substantially and enable you to pay for your child's education with ease. Use our smart Kids Education Planning tools to help you decide how much money to put aside for education and marriage - The time to start is now. !!

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Wealth Builder Tools Service
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An extremely popular Wealth planning technique is to plan and save with inflation into consideration. Our Wealth Builder Tool provides option to create a perfect savings plan for all your dream assets, like- CAR , HOME etc.

Use our smart Wealth Builder calculator to make a perfect savings plan- Its really exciting !!

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Travel Insurance- General
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Be it business or pleasure travel, having a trouble free trip is what everyone looks forward to. Illness is uncertain, it can spoil the planned trip. But with insurance in hand, medical bills are taken care of. Other difficult situations like loss of passport or baggage while traveling can also add on financial difficulties. These are all covered by travel insurance. Travel insurance usually covers medical expenses, financial or any other looses incurred while traveling. Travel insurance is arranged at the booking of a trip to cover exactly the duration of that trip. Travel insurance offers coverage for Student travel, business travel, leisure travel, adventure travel, cruise travel, and international travel. Irrespective of the nature of uncertainties, a suitable travel insurance fulfilling the requirements can offer the coverage needed while away from home.

It may save spending a fortune in any tragic unforeseen incident. But the challenge is to find the right policy that fits the budget at a short notice. Here the expertise of We can assist you. We offer a great search system which assist you buy best insurance for travel in just a few steps. Our reliable, innovative and advanced search system enables comparison of policies with prices and beneficiaries in just a few clicks. Choosing a suitable travel insurance best fitting the budget and requirement just got easier with us!.

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Equity(PMS)-Investment
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Equity(PMS)-Investment

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Portfolio Management Services provides solutions for the investment needs of select clientele, through focused portfolios.

In India there are several institutional participant to offer Portfolio Management Services to HNIs and Institutions,like- Mutual Fund Houses, Broking Houses etc. They are governed by SEBi rule of conducts. Most of these PMS have a successful track record of over 10 years of experience in offering Portfolio Management Services.

Investing requires knowledge, time, and the right mind-set. This is besides constant monitoring. PMS gives you professional managers who strategize to deliver you consistent returns keeping your risk appetite in mind. Every portfolio manager has a well-defined investment philosophy and strategy that acts as a guiding principle.

Our strong base of PMS clients stands testament to the quality and value of our services and recommended PMS. We keep selecting the best PMS of the industry and offer them to our clients from time to time. We select PMS Schemes which aim to create a portfolio that suits your requirements; therefore we will first seek to understand a client's needs and investment objectives, and on that basis offer a portfolio that best suits these needs and objectives.


PMS relieves investor from all the administrative hassles of investments. You receive periodic reports on your portfolio performance and other aspects of your investments. Investments are tracked continuously to maximize returns.

In a PMS setup, your relationship manager defines your financial goals and advises you the right product mix. They give personalized service and ensure that you receive periodic updates and account performance reports.

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Fixed Deposit(Corporate)-Investment
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Corporate Deposits are loan arrangements where a specific amount of funds is placed on deposit under the name of the account holder. The money placed on deposit earns a fixed rate of interest, according to the terms and conditions that govern the account. The actual amount of the fixed rate can be influenced by such factors at the type of currency involved in the deposit, the duration set in place for the deposit, and the location where the deposit is made.

Benefits of investing in Company Fixed Deposits
  • High interest.
  • Short-term deposits.
  • Lock-in period is only 6 months.
  • No Income Tax is deducted at source if the interest income is up to Rs 5,000 in one financial year
  • Investment can be spread in more than one company, so that interest from one company does not exceed Rs. 5,000

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Retirement Planning Service
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There are many techniques in which it is possible to plan for your retirement solutions. The very first step in making the correct moves is usually the step that involves truly developing a plan of action that you can follow as a family. Lots of people focus too much on the now or too much on the later and have a great deal of difficulty in relation to developing a happy medium for savings and investing.

Even if you are younger, start putting money often in to a retirement account. A little investment at a early age can easily grow into a significant sum as soon as retirement comes about. Whenever you are young, you've got time on your side.

Just logon to our Financial Planning section and fill up your Retirement Planning form - You will be impressed at how speedily your money will compound.

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Car Insurance-General
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Car Insurance-General

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Car insurance technically provides protection against the losses incurred as a result of unavoidable instances. It helps cover against theft, financial loss caused by accidents and any subsequent liabilities. The cover level of Car insurance can be the insured party, the insured vehicle, third parties (car and people). The premium of the insurance is dependent on certain parameters like gender, age, vehicle classification, etc. Car insurance gives confidence to drive fearlessly but at the same time should follow the traffic rules. In emergencies it acts like a boon to the insurer.

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Home Insurance-General
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Home Insurance-General

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Home insurance, also commonly called hazard insurance or homeowner's insurance (often abbreviated in the real estate industry as HOI), is the type of property insurance that covers private homes. It is an insurance policy that combines various personal insurance protections, which can include losses occurring to one's home, its contents, loss of its use (additional living expenses), or loss of other personal possessions of the homeowner, as well as liability insurance for accidents that may happen at the home or at the hands of the homeowner within the policy territory. It requires that at least one of the named insureds occupies the home. The dwelling policy (DP) is similar, but used for residences which don't qualify for various reasons, such as vacancy/non-occupancy, seasonal/secondary residence, or age.

The home insurance policy is usually a term contract-a contract that is in effect for a fixed period of time. The payment the insured makes to the insurer is called the premium. The insured must pay the insurer the premium each term. Most insurers charge a lower premium if it appears less likely the home will be damaged or destroyed: for example, if the house is situated next to a fire station; if the house is equipped with fire sprinklers and fire alarms; or if the house exhibits wind mitigation measures, such as hurricane shutters. Perpetual insurance, which is a type of home insurance without a fixed term, can also be obtained in certain areas

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