Identify & Define financial goals like Retirement, Child Education, Dream Home, Dream Car, Foreign Trip, Marriage, New Business etc.
Analyse corpus required to acheive goals + current budget + Investment needed to achieving financial goal defined.
Based on your financial goals, Invest in Mutual fund SIP, Insurance plans, stock and financial product to achieve goals.
What kind of financial service do you offer?
We offer all types of financial products like Insurance, Mutual Funds, Stocks & Demat, Corporate FD, NCD, IAF, Fixed Maturity Plan etc. All these srevices are offered as part of direct tie up with respective companies or AMC and/or partnership with leading financial services providers.
Which Life Insurance Companies you are associated with?
We are primarily associated with Life Insurance Corporation of India (LIC of India) from last 25+ years. While we have tie up with best service providing companies, to offer best insurance plans / solutions accross all the companies.
Which Mutual Funds AMC you are associated with?
In Current world Mutual Funds is the only best long term wealth creater. We are associated with all AMC / Companies. We believe in process oriented mutual fund AMC with strong reseach oriented fund management team.
Which Mediclaim & General Insurance you are associated with?
We are primarily associated with New India Assurance company ltd from last 15+ years. With Other tie up with service provider companies, While we have tie up with best service providing companies, to offer best suitable medical or health insurance plans accross all the companies.
Which other financial products you offer?
We have tie up with companies to offer best of services like Stock & Demat, Alternate Investment Funds, Bonds, secondary market bonds, Fixed maturity plans, customied PMS and other types of solutions.