About Us
 
Mission Statement
To provide customized Financial Advisory services and to facilitate Transaction processing of Financial products, in alignment with our recommendations, with the ultimate aim of helping our customers achieve their financial goals and aspirations.
 
 
Values
Integrity
Quality
Excellence
Knowledge
Relationships
 
 
What is our Business
Products
Mutual Funds  
Life Insurance 
Health Insurance
Property Insurance
Liability Insurance  
Marine Insurance 
Portfolio Management Schemes
IPOs
Bonds
Fixed Deposits
 
Services
Wealth Management   
Financial Planning
Retirement Planning 
Portfolio Audit  
Transaction Processing       
Estate Planning
 
 
Strategic Tie-ups & Partnerships
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
RELIANCE LIFE INSURANCE CO LTD
BAJAJ ALLIANZ GENERAL INSURANCE CO LTD
APOLLO MUNICH HEALTH INSURANCE
MUTUAL FUNDS- ACROSS THE BOARD-  ALL FUND HOUSES
iFast Financial  
EDELWEISS CAPITAL
HDFC DEPOSITS
 
 
Clients
Our customer base includes -
Retail Investors
NRIs
HNIs
Professionals
spread across various geographic locations in India as well as overseas.