Committed to clients and serving them honestly for their long term goals to achieve & getting satisfied when see smile on their face goals like children education domestic as well abroad,their marriages and travel abroad for holidays One of my client was badly infected with Corona virus and was having mediclaim policy given by me for Rs 5 Lacs only and his hospital Bill's for 2months was Rs 15 lacs I was instrumental to get him Rs 15 lacs that too cashless.
Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.
Life Insurance planning is a critical component of a financial plan that includes evaluating risks.
It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.
Fixed Deposits are deposits where a particular sum of money is invested for a fixed duration. The duration of Fixed Deposits is flexible.
Succession planning is all about finding the right strategy for the better fruitful up comings of profits even in the later years.
Portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full spectrum of investments.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
Assets Under Management
Clients Served
Associated AMCs
Cities Serviced
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes
Register Office
B-403,Madhuvan CHS ltd., Off Link Rd., Chikuwadi,
Borivali West, Mumbai 400092.
Branch Office
Bunglow no 93/922 Mahavirnagr maitree chs Off new link road, lane next to Mahavitnagar Petrol pump new link road, opp. Disha properties, Kandivlee west mumbai 400067
+91 9769666955
+91 8591365729
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