ABOUT US
With over 30 years of experience in the financial services industry, I have had the privilege of serving more than 1,000 clients across insurance and mutual fund solutions. Over the years, my commitment to personalized service and long-term financial planning has built a strong foundation of trust.Today, I’m excited to share that we have significantly expanded our product basket to cater to a wider range of investor needs. In addition to mutual funds and insurance, we now offer Fixed Deposits, Bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Unlisted Equity opportunities, and comprehensive Broking Services — all under one trusted roof.Whether you’re planning for growth, income, or diversification, we’re equipped to provide customized solutions for every stage of your financial journey.