OUR COMPANY

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WHO WE ARE

“Financial Planning & Wealth Management Consulting Practice, incorporated in the year 2007 , and at present having 300+ satisfied clients. We will help client to achieve their Financial goal with effective and smart investment planning. We are Certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority)&Completed Training CFPCM (CERTIFIED FINANCIAL PLANNER).

We offer comprehensive Financial Advisory Services. I use my complete knowledge of Insurance, Tax Law and Mutual Fund investments in order to suggest investment options to the clients, as per their long – term and short – term goals. Our core purpose is to provide fast track financial solution & thereby make people enjoy a secured retirement life.

Our Values :-

Eye to the client's need

We see ourselves as a part of clients’ family. Client's needs and their views hold the priority.

Eye to the client's future

We focus on the individualized growth of the client and provide with Financial betterment and peace of our clients.

Eye to the excellence

We strive to provide best services, innovative product solutions and execute with perfection. Success in achieving the financial goals naturally follows as we focus on constant monitoring and management of the overall wealth.