ABOUT US

A reputed name for comprehensive financial advisory and product distribution services

Our mission is to provide a platform that simplifies wealth creation. We believe that everybody should invest and that is reflected in our name which tells that even a small investment of Rs 1000 per month can become 1 Crore if invested with discipline for a period of 35 years assuming return of 15 % .

Our vision is to bring the financial peace for people in India and bring the awareness that it is important that along with you , your money also earns so that you become wealth and live a happy life.

We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial solutions , having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, taxation, 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 a rich and happy life.

"I made my first investment at age 11. I was wasting my life up until then. - Warren Buffett"

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

© 2025 All Rights Reserved. "Name as per AMFI" AMFI- Registered Mutual Fund Distributor.
(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

061458
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