We  help our clients “ to  create & protect wealth” with smooth transfer to next of kin through Financial, retirement , tax & estate services.  

• You can appreciate this in our logo itself-   A hut having a jewellery box with signs of  Rupee  & Dollar . All is protected through an umbrella  from  adverse circumstances.

• Our team have Certified Financial Planner^CM , CA & other related associates professionally qualified,  having   experience more than 12 years.

• For  people in accumulating stage (youngsters / middle aged persons/ family ) we help them  to differentiate , priorities   & achieve their short, mid &  long term financial goals like purchasing  car/ Home / to get higher education for self / spouse  & children / marriages of children /  vacations / doing charity  , etc… .We help them to understand   the need of their retirement corpus  (quantum  of )/ (build)  considering their financial behavior & status , inflation , taxation &  related factors.

• For the  persons approaching  50 yrs of age /  just retired / post retired , who  got corpus in their hands, we  provide  them suitable / systematic   assistance in investing their  corpus considering  the   CAPITAL PROTECTION ,  monthly  cash flow  (as required ) and  tax efficient  returns.

• ITR FILLING SERVICES- we provide assistance in ITR FILLING also to individual.
• For NRIs- We help  NRIs to invest in mutual fund schemes,  insurance policies. We help them to sort out income tax related matters.
• For corporate -we are regularly conducting   workshops on   Financial services ,  Pension Plan & Tax Services for the benefit of their staff.
• We deals in various schemes of  Mutual funds, Life & general insurance policies, bonds, Corporate Fixed  deposits  ,  income tax  filling & related matters.