Our Story
We as Partner firm incorporated in the year 2001 and at present have 1500 satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning.
We are certified Wealth Managers, Mutual Fund, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
We are certified Wealth Managers, Mutual Fund, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Skill Strength
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Satisfied Clients
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Cr AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
Mr. Suresh NayakFounder
Miss. Pooja MandalRelationship Manager
Miss. Kishori RasalRelationship Manager
Mrs.Rupali PednekarRelationship Manager