Our Services Include :
Mutual Fund Advisory – Equity, Debt & Hybrid
Insurance Advisory – Life & General
Tax Planning & Filing
Estate Planning – Wills & Wealth Transfer
Real Estate (Original bookings/Resale/Leasing)
Wealth/Portfolio Management & Advisory
Home loans (New Loans/Balance Transfer)
• We are independent financial &real estate advisors – We help you implement and achieve your financial goals
• We are recognized expert – many large corporate customers in NCR and India utilize our services.
• We are working to help you with customized solutions such as:
- Financial planning – how to prepare for a better life in the future
- Loan Health Review – New Loans/Current Loans & Balance Transfers
- Real Estate Planning – how to manage your realty portfolio i.e. plan entry & exit.
Why is our service important?
• We will share good financial habits that will lead to wealth creation
• People are busy - no time to take care of paperwork and admin
• Proper & periodic tracking and reporting of facts & figures to give a correct update on the status of investments and portfolio
• Provide proper guidance & hand holding till the expected task is not complete
We offer our privileged clients Freedom from worries, no matter what the state of economy or markets
- Offer Solutions after understanding a person’s short and long-term goals
- Describe strategies to achieve them
- Identify obstacles that might need to get eliminated
No plan = Unintended consequences
Why should you use our services?
EXPERTISE: We are recognized as an expert. You will always get answers to your complex and unique questions.
INDEPENDENT ADVICE: We are not tied to any one company – the best way to be customer-centric. You always get honest advice at all times, no conflict of interest.
ONE-STOP-SHOP: Different products from different companies, so customers have the best choice. You don’t have to run around, we do the running for you.
PARTNERS: LIC, HDFC, ICICI, SBI, Birla Sunlife, Kotak, Standard Chartered, DLF, IREO, & (Many More). You get world class products and India’s leading financial brands