AMFI-Registered Mutual Fund Distributor

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Mutual funds are investment havens which pool savings from a number of investors under a particular scheme managed by an asset management company (AMC). The pooled money is then invested in securities like equity shares, bonds according to scheme’s investment objective. The fund manager, appointed by the AMC, manages the investment portfolio as per the market movements to create wealth for investors. The fund house charges an annual fee called expense ratio from the investors to manage their portfolio.

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home

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Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events

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Wealth Management

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth

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Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies

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Retirement Planning

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed

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Fixed Deposit / NCD's / Capital Gain Bonds

Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations

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Get Expert Financial Advice

A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.

Some people do their own financial planning, and others look for professional assistance. An experienced financial planner can usually help improve the quality of the financial decisions you make.

3 WAYS WE SCORE OVER MUTUAL FUNDS

Invest in Equity Funds without Long Term Capital Gain Tax

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home.

Get low cost financial security for your family

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events.

Switch funds instantly whenever you want.

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.

Create a perfect goal

Give shape to your investments with our powerful tools & invest now.

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