What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To Our Firm

A reputed name for comprehensive financial guidance and product distribution services

At Our Firm, our mission is to provide our clients with comprehensive, competent, and customised solutions in financial assessment and wealth accumulation areas. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assessment

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Harshad Borawake Head of Research & Fund Manager - Equity, Mirae Asset Mutual Fun...

Mr. Mahendra Kumar Jajoo Chief Investment Officer - Fixed Income, Mirae Asset Mutual Fund...

Mr. Devang Shah Head – Fixed Income India, Axis Mutual Fund Devang Shah is the Head of F...

Mr. Shreyash Devalkar Head - Equity, Axis Mutual Fund With a rich experience of over two...
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Assisting clients in fulfilling their needs.

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Latest Article

Friday, September 19 2025Source/Contribution by : NJ Publications The world of investing ...

Friday, September 12 2025Source/Contribution by : NJ Publications "Don't put all your egg...

Friday, September 5 2025Source/Contribution by : NJ Publications When it comes to buildin...

Friday, August 29 2025Source/Contribution by : NJ Publications When most investors think ...

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