Welcome To

We believe that sound financial guidance is the foundation of a secure and fulfilling future. With a client-first approach, we guide investors towards various investment avenues like Mutual Funds, Insurance, PMS, AIF, Small case, Fixed Income products (FD, Bonds, NCD) etc to help them create wealth over the period of time with a set of principles/ strategies and frameworks. With 8+ years of experience in to investment field helps me to guide investors to stay focused on their goals, helping them make informed decisions based on their risk tolerance, time horizon, asset allocation, and other key factors.

AMFI Registration Number

ARN:328260

Registered with NSE Invest

Member ID: 1027051

APMI Registered PMS Distributor

APRN Code: APRN05000

Our Services

Mutual Fund

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks...

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Insurance

Life insurance is financial product that provides the policy holder financial protection in the event of an unfortunate...

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PMS

Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company...

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Secondary Bonds/NCD

Bonds are fixed income instruments which pay fixed rate of interest at regular intervals and the principal amount on...

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Services available to:

Individuals
NRIs
Corporates

Our Platform Features

Invest Online

(via NSE Invest)

Familywise consolidated Reports

Consolidated tracking for all family members

Save Tax

Invest in tax-saving mutual funds

Calculators

Plan your investments better

40+ AMCs for MF Investments

Access multiple mutual fund houses

Investments for NRIs

Exclusive options for NRIs

SIP Calculator

Monthly Savings (Rs.)  
Investment period (Yrs)
Annual Return

Our Blogs

SIP or Lumpsum: Which is a better option...

SIP involves investing a fixed amount periodically, making it an accessible and ...

How debt funds can be suitable for inves...

Investors often think equity, when it comes to mutual funds. While equity is hig...

Leveraging the PSU rally to sustain cape...

Indian equities are one of the brighter corners of sunshine in the global market...

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