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Analyse-invest-manage

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risk and cash management strategies

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Our Clientele & Services

 

 

 

  • Goal Based Investment Plans

  • Mutual Fund Investments

  • Tax Saving Investments

  • FD's, NCD's & Bonds

  • Health & Accident Insurance

  • Life Insurance Advisory

  • Home & Valuables Insurance ( Fire & Burglary)

  • Travel Insurance

  • Vehicle Insurance

  • Filing of returns

  • Will & Estate Planning

 
 
  • Cash Management Strategies
  • Business Expenses Fund
  • Goal Based Investment Plans
  • Mutual Fund Investments
  • FD's, NCD's & Bonds
  • Tax Saving Investments
  • Indemnity / Liability Insurance
  • Asset & Property Insurance ( Fire & Burglary)
  • Equipment & Machinery Insurance
  • Group Employee Mediclaim & Accident Insurance
  • Life Insurance Advisory
  • Travel Insurance
  • Vehicle Insurance
  • Filing of returns
  • Will & Estate Planning

 
 
  • Cash Management Strategies
  • Group Indemnity Covers for Doctors and Staff
  • Asset & Property Insurance
  • Equipment & Machinery Insurance
  • Group Employee Mediclaim & Accident Insurance
  • Workers Compensation
  • Money Insurance
  • Stock Insurance
  • The Loss of Profits Policy
  • Vehicle Insurance
  • Travel Insurance

 

 

 

 

  • Safe Investments with a regular Income

  • Tax efficient Investments

  • FD's, NCD's & Bonds

  • Senior citizens Mediclaim

  • Home & Valuables Insurance ( Fire & Burglary)

  • Filing of returns

  • Will & Estate Planning

 
 
 
  • Cash Management Strategies
  • Business Expenses Fund
  • Directors  & Officers Liability Insurance 
  • Cyber Crime Insurance
  • Group Employee Mediclaim & Accident Insurance
  • Workers Compensation
  • Asset & Property Insurance
  • Equipment & Machinery Insurance
  • Marine Insurance
  • Money Insurance
  • Multi-Peril Policy for L.P.G. Dealers
  • Shop Keepers Insurance ( customised covers)
  • Stock Insurance
  • The Loss of Profits Policy
  • Travel Insurance
  • Vehicle Insurance

 
 
  • Cash Management Strategies
  • Indemnity / Liability Insurance
  • Group Accident Covers for Students
  • Group Employee Mediclaim & Accident Insurance
  • Workers Compensation
  • Asset & Property Insurance
  • Vehicle Insurance
  • Group Indemnity Covers for Doctors and Staff

 
 
 
  • Cash Management Strategies
  • Business Expenses Fund
  • Asset & Property Insurance
  • Equipment & Machinery Insurance
  • Group Employee Mediclaim & Accident Insurance
  • Workers Compensation
  • Indemnity / Liability Insurance
  • The Loss of Profits Policy
  • Vehicle Insurance
  • Travel Insurance

 
 
  • Cash Management Strategies
  • Society Asset & Property Insurance
  • Residents Home & Valuables Insurance
  • Burglary Covers
  • Indemnity / Liability Insurance
  • Equipment & Machinery Insurance
  • Group Employee Mediclaim & Accident Insurance
  • Workers Compensation

 
 
 
  • Cash Management Strategies
  • Business Expenses Fund
  • Shop Keepers Insurance ( customised covers)
  • Money Insurance
  • Stock Insurance
  • Group Employee Mediclaim & Accident Insurance
  • Workers Compensation
  • Asset & Property Insurance
  • Equipment & Machinery Insurance
  • The Loss of Profits Policy
  • Vehicle Insurance

View and Manage your investments & Insurance 24/7 using our web portal or App

A Simple fact that is hard to learn is that the time to save money is when you have some!

- Joe Moore

Save for your home Fund

10k invested monthly for 15 years can save 50 lacs @ 12%

Take the plunge Fund

6k invested monthly can save 5lacs for your marriage in 5 years

Save to Educate Fund

7k invested monthly at the birth of your child can accumulate 50 lacs in 18 years @12%

Wanderlust Fund

Love to travel? Save 15k every month and you could take a trip worth 4 lacs every alternate year

 

Early Retirement Fund

Start saving at age 25 and gradually increase your monthly sip to 20k to save 3 crore by age 50 !

A Penny Saved is a Penny Earned

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Testimonials