Products & Services Offered

Services offered

In the current age of information technology everyone has heard of money making money or generating a passive income. But in practical life it is very difficult for a general investor to apply his hard earned money in different instruments in an appropriate manner. As a result the potential income which those investments would have made is lost.

  • Financial Planning
  • Investment Advisory
  • Insurance Planning
  • Execution via Online/ Offline Modes
  • Income Tax Planning and Filings
  • Book Keeping, if required

I as a Financial planner I guide and do the handholding of my clients for investments in different asset classes. So that they have to spend very less time on the planning and also with lesser quantum of worry.

Products offered

  • Mutual Funds
  • PMS
  • Life Insurance
  • General Insurance
  • Health Insurance
  • Corporate Fixed Deposits
  • Sovereign Gold Bonds
  • Corporate Bonds
  • Capital Gains Bonds