About Us :-
We are Financial & Business Advisers since 12 years, we have dedicated these years of professional life for the well being of the people around me. We strongly believe that life is beautiful and we should love it, live it and secure it and in our journey as an Adviser, we have contributed by successfully insuring more than 300 families.
Second innings of life is best lived with the memories of the first one. We help make these moments special by offering retirement solutions. More than 150 people have insured their retirement through Equity Investments with us.
Future of India is in the hands of young and it’s our responsibility to make sure they are equipped with the best education possible. We feel proud to say that we are doing our bit with more than 100 children secured under the child education plan.
We aspire to contribute to the well being of the way life is lived and be a reason of happiness in the families around us. Connect with us to enjoy the connections to the celebration called LIFE.
OUR SERVICES :-
1) Mutual Funds
2) Planning for Retirement & Tax free Pension
3) Health Insurance (Mediclaim)
4) Financial Planning for Child’s Education and Marriage
5) Employer-Employee Scheme
6) All Services related to Life Insurance
7) Group Health Insurance
8) Group Term Insurance
9) Partnership Insurance
10) Key Man Insurance
11) H.U.F. (Hindu Undivided Family)
12) M.W.P.A. (Married Women’s Property Act)
13) Company Fixed Deposits
14) Real Estate
15) Equity Investments
OUR ADDITIONAL SERVICES :-
Claim Settlement such as Survival Benefit, Maturity, Death Claim, Loan, Surrender and Change of mode/Nominee/Address/NEFT Registration etc.
STAFF PROFILE :-
Well-trained, courteous & professional staff
