983 499 0793

OUR PROFILE

WHO WE ARE:-

We take care for all your Financial Planning & Investment needs. With an experience of more than 15 years, we are well placed to help you choose the right investments to achieve your financial goals. We specialize in personalized life planning strategies that works to Create, Grow and Preserve Wealth.
With more than 100+ satisfied customers, our client base includes salaried, businessmen, students, professionals, housewives, government employees and retired people.
Our mission is to provide our clients a concrete and achievable plan for a secured tomorrow.

OUR MILESTONES:-

  • Professionally Certified - IRDA Certified Advisor
  • Client base of over 100+ satisfied customers
  • We handle investment portfolio of multiple HNI and NRI clients
  • Achieving prestigious MDRT, USA 
  • Member of Prestigious Club of LIC of India
  • President of Maharashtra Business Network
  • Attended several Insurance conferences

  • SERVICES:-

  • Life Insurance
  • General Insurance
  • Key Man Insurance
  • Mutual Funds
  • Medi-claim
  • Group Gratuity
  • Portfolio Management Services
  • Company Fixed Deposits
  • Project Funding
  • Financial Advisory
STAFF PROFILE:-

  • We have a well-trained and professional staff with extensive experience.