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About Us
With More Than 17+ Years Experience Observed That Customers Are Not Satisfied With Wealth Management Companies’ Subject Clarity And Services. So Decided To Form A Venture To Cater Customer Need Better Way. We Form Company To Provide One Stop Complete Solution To Customer Be It Insurance Or Portfolio Management Services Or Mutual Fund Or Sip Or Corporate And Bank Fds Or Loan Or Other. We Believe In Servicing Customers With Highest Standards Of Excellence, Ethics, Values And Professionalism.
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Our Leadership Team
Mr. Parth H Nayak
Business Head
Products & Services
Insurance
Product Detail
Insurance
Insurance Is A Way To Manage Your Risk. When You Buy Insurance, You Purchase Protection Against Unexpected Financial Losses. The Insurance Company Pays You Or Someone You Choose If Something Bad Happens To You. If You Have No Insurance And An Accident Happens, You May Be Responsible For All Related Costs. Having The Right Insurance For The Risks You May Face Can Make A Big Difference In Your Life. An Insurance Policy Is A Written Contract Between The Policyholder (The Person Or Company That Gets The Policy) And The Insurer (The Insurance Company). The Policyholder Is Not Necessarily The Insured. An Individual Or Company May Get An Insurance Policy (Making Them The Policyholder) That Protects Another Person Or Entity (Who Is The Insured). For Example, When A Company Buys Life Insurance For An Employee, The Employee Is The Insured, And The Company Is The Policyholder.
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Portfolio Management System
Product Detail
Portfolio Management System
We Offer Pms Advisory Services For Hni'S & Others At Nominal Cost Of Rs. 2000/- Per Annum For Benchmark Returns & % Share In Extra Returns Over And Above Benchmark Index. We Have A Track Record Of Beating Benchmark Nifty Cosistently Since 2011 You Can Trade Through Your Current Demat Or Open A Fresh Demat For Your Investment. We Only Give Recommendation To Be Traded From Your End. No Upper Sealing For Investments. Guaranteed Returns Of Over And Above Nifty Index Returns ( Over 12% Per Annum) U Can Invest Lumpsum Or In Monthly Sip. The Higher You Invest, The Higher You Gain. Next Decade For Investment Is In Indian Stock Market. Make The Most Of It.
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Mutual Fund
Product Detail
Mutual Fund
A Mutual Fund Is A Professionally-Managed Investment Scheme, Usually Run By An Asset Management Company That Brings Together A Group Of People And Invests Their Money In Stocks, Bonds And Other Securities. The Combined Holdings Of The Mutual Fund Are Known As Its Portfolio. Investors Buy Shares In Mutual Funds. Each Share (Net Asset Value - Nav) Represents An Investor’S Part Ownership In The Fund And The Income It Generates. One Can Start Investment In Mutual Funds From 500 Rs A Month. One Can Start Investment In Mutual Funds From 500 Rs A Month.
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Loan
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Loan
A Loan Is A Sum Of Money That One Or More Individuals Or Companies Borrow From Banks Or Other Financial Institutions So As To Financially Manage Planned Or Unplanned Events. In Doing So, The Borrower Incurs A Debt, Which He Has To Pay Back With Interest And Within A Given Period Of Time.
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Fix Deposit
Product Detail
Fix Deposit
A Fixed Deposit (Fd) Is A Financial Instrument Provided By Banks Or Nbfcs Which Provides Investors A Higher Rate Of Interest Than A Regular Savings Account, Until The Given Maturity Date. I.E. Saving 1 Lac Rupees In A Reputed Bank For 1 Year @ 4.5% Yearly Return Is Called Fixed Deposit.
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Bonds and Debentures
Product Detail
Bonds and Debentures
Mainly There Are Two Types Of Bonds 1. Corporate And 2. Government, Generally They Give Good Return Compare To Fd But Less Riskier Than Equity.
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