We all want the best of returns on our investments, so we buy property, invest in stocks, and accumulate Gold (commodities) and so on….
But we need to realize that certain traditional investments has diminishing significance, compared to a decade back
With changing dynamics of economy, it has become vital to protect your hard earned money from inflation and recession.
We offer customized investment solutions, which helps people to achieve their medium and long term financial Goals with effective planning, based on certain tests like pathology test while medical examination, soil test before farming, climate tests before rocket launch etc
A humble journey from a Life Insurance agent to a Qualified Practioner in Financial Plannning and Ananlysis, started 13 years back has been Magnificient......
Since the begining our motto has been to educate more and more people about financial planning based on certain fundamentals and principles
Our commitment to serve with 100 % transparency and round the clock services… as we believe in lifetime relationship
The trust of 500+ families ranging from businessmen, professionals, NRI’s, salaried class, government employees, home makers, students and retired people has been our encouragement to give our best by improving day by day with upgrading knowledge from all source possible including regular training from India’s top institutes for Insurance and finance professionals
Our Niche working consists of Key-man Insurance, Employer- Employee, Partnership Insurance, Mwp, Sub- standard lives, Group gratuity, group medi claim etc
since previous year, we are also associated with "Star health" (standalone health Insurance company)
Always been blessed to Have Great Guru’s right from our Dynamic development officer Shri T. Chandrasekhar,
Shri Deepak Joshi, Shri Mukesh Joshi and team (IIOE Mumbai)
Shri R. Gopinath ( Go-past ,Chennai)
Shri Ranjan Nagarkatte ( DG Flick Mumbai) and collegues, friends and family
Our Vision: Help 5000+ families in coming 5 years to live with Dignity and Autonomy.
Our Mission: To provide holistic solutions for each one towards financial Independence
