Service

1. Financial Planning.
2. Investing in Mutual Fund.
3. Stock Advice.
4. Life insurance and General insurance.
5. Bond (Tax Free & Tax Saving).
6. PAN Card. (Is now mandatory)
7. Taxation.
8. Legal advice (Non criminal).

Financial Planning
We have a team of qualified individuals who are capable of providing a fresh perspective into the way that you prioritize your financial goals and requirements. Undoubtedly, you are the best judge of what you would like to do with your money however, it is often noticed that a professional assessment of your financial roadmap does not go amiss. Our team would generate a report taking into consideration your age, income, investments, short term financial goals as well as long term ones. This report makes you aware of whether you are under covered/over covered (with reference to insurance), whether your investments would significantly cater to your financial needs or whether your investments are incompatible with your risk appetite or the amount of liability you have. This kind of an unbiased report is created to make you aware of the finer nuances of your financial goal prioritization and execution that you might have missed.

Investing in mutual funds
We are all aware that nowadays mutual funds are mainly of 3 types, equity, debt, cash. And hybrid products such equity-debt debt-cash etc. Such products are designed to mitigate risks. We think it is not good to put all your eggs in one basket. These different funds yield according to prevailing market conditions. Our job is to do an extensive research work on such funds & their output, & guide you accordingly after making a proper asset allocation for you.
We take special care for individual clients, as we believe that there is no ideal financial plan, every individual is unique if we consider their needs & requirements risk appetite. So we have made a detailed financial plan for our clients, based on the details given by them, like, the amount to be saved, target oriented savings like son or daughters studies or marriage or a bigger house.

Stock Advice
Stocks for investment purpose is taken care by us. We don’t give any day trading tips. Well researched and fundamentally strong, having potential to grow in future is advised and arranged to buy/sell. This is only done after proper financial planning and careful analyzing investors risk appetizer.
Insurance & Related matters

Life insurance
Life Insurance are mainly having to types of products-term plan & ULIP. As our life is unpredictable, everybody needs certain amount of Life Insurance coverage to protect their near & dear ones. There are many companies providing these products. As each individual is unique where their responsibility liability & social commitments are concerned before purchasing an insurance product it is very important to analyze the financial aspect, so the investor gets double benefit (tax & insurance coverage) at the same time. So to select a proper insurance product, an advisors guidance is essential.

General Insurance
General Insurance consists of health insurance(mediclaim), automobile insurance, house insurance, travel insurance etc. Plenty of insurance products are available, each products may have multiple riders, which are optional. So prior to taking insurance, it is very important to consider these. Else you might end up buying an insurance policy which might give you an incomplete coverage.
Bond (Tax Free & Tax Saving)
We distribute all type of bonds, bond investment is good for low risk taking persons and who all want a guarantied return. Bond is good for investment for high income group, as this one saves tax. Bonds comes as debt fund and as FMP. So it is very important to know the investors investment time frame and liquidity criteria.

Pan card
As pan card is now mandatory for any amount invested, on the behalf of the client, we arrange to get the pan card done.

Taxation
As our team has Chattered Accountants we are fully capable of providing you with complete tax solutions.

LegalAdvice
We give legal solutions for tax, loan, property related, eventuality related.