WHO WE ARE

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WHO WE ARE

We are innovative and service-oriented Mutual Fund Distributor with experience of 25 years. With a focus on our values of "Integrity" and "Client goals First" Policy, we are committed with the help of an experienced workforce who are proficient in evaluating and suggesting Mutual Fund schemes. Our other services are Life Insurance and Health insurance.

In common parlance, we suggest products to our clients as per their need and the goals. While choosing the services, priority has been given to Indian consumer mindset, needs, expectation, necessity, customs, lifestyle, relations, sentiments and of course their dreams.

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  • We have well-defined "Privacy Policy" to keep clients’ information confidential & internal audits done on the same at regular intervals.

  • Receive various statistics which are analyzed on an ongoing basis to improve the service standards.

  • We have a strong IT infrastructure that provides Insurance services to individuals and institutional clients.

  • Our Strategic Asset Allocation framework takes into account your unique environments and financial personality for suggesting you the Mutual Fund product mix based on your needs.