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Retirement Planning

How you will live your Retirement, is dependent on the steps you take today.

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Education Planning

Give your Child something more than just love....a life time of financial security.

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Daughter's Marriage

Start To Plan For Daughter's Future today.

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Dream Home

Plan Now for your Dream Home-To accomplish great things, we must not only act,but also dream; Not only plan, but also believe.

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Our Services

We help You realise Your Dreams

Financial Planning

General insurance is an agreement between a policyholder and insurer wherein the insurance...

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Mutual Fund

Mutual funds are a type of certified managed combined investment schemes that gathers...

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Fixed Deposits

In a Fixed Deposit, you put a lump sum in your bank for a fixed tenure at an agreed rate of interest...

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Bonds

A bond is a debt security, similar to an IOU. Borrowers issue bonds to raise money...

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Life Insurance

Today, almost everybody owns a life insurance policy. It could be for various reasons...

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National Pension Scheme

National Pension System (NPS) is a voluntary, defined contribution retirement savings scheme...

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About Us

Who We Are

We are Mutual Funds Distributor registered with AMFI, which had been providing similar services for over 10 years, to the satisfaction of its clients. We offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.

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Investor Corner

We Provide Most Exclusive Tools

Financial Calculator

A calculative online financial calculator lanced with the advance feature, which helps to calculate the critical financial calculations...

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Pay Online

build your investment with paying the little amount of money on the particular times as a premium, and make a secure investment...

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Download Forms

Don’t just see it, have it with you, and make it useful in your way, and with this being says, with the download forms...

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Check KYC
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Buy MF online

Buy your mutual fund software here and now, with this, user doesn’t have to wander around for their mutual fund...

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Financial Fitness

How is your financial condition?,healthy or not? Here's the way to check your financial fitness lets know how your financial condition...

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Risk Profile

It’s time to become advance and pay some attention toward s your risk profile, because risk is the unavoidable and significant...

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Useful Links
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Testimonial

What Our Clients Say About Us

Blog

Latest News

July 11th, 2022

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

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