Giving future to your investment

Strategy or approach focused on maximizing the potential for long-term growth in investments.

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Why Choose Us?

Multi Assets

In finance, "multi-assets" typically refers to investment strategies or portfolios that include a diverse range of asset classes.

E Mandate

E Mandate is the process of evaluating and assessing the performance, risk, and characteristics.

Check KYC

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary.

Portfolio Rebalancing

Portfolio rebalancing is a disciplined strategy used to realign the asset allocation of an investment portfolio.

Fund Performance

Fund performance refers to the return on investment achieved by a mutual fund, exchange-traded fund (ETF).

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Equity

Equity, in finance and investing, refers to the ownership interest or ownership stake that an individual.

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Dept

debt refers to the borrowed money that an individual, company, or government owes to creditors.

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Hybrid

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Sustainability oriented innovation

Sustainability-oriented innovation, also known as sustainable innovation or green innovation.

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About Us

We have been providing investment service since 1985 . We are registered with AMFI, We offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We serves over 1500 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. "Maximizing Wealth" is the first and foremost motive of us.

Our services are individually designed to meet clients' needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.

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Years

Happy Customers

Team Members

Services

As a mutual fund advisor, our primary role is to provide expert guidance and personalized advice to our clients on investing in mutual funds. Here's a description of the services we may offer:

Mutual Funds Know More

NPS Know More

LIC Know More

General Insurance Know More

Capital Gain Bond Know More

Retirement Planning Know More

Children’s Benefit Funds Know More

Financial Tools

Certainly! There are various financial tools available to help individuals and businesses manage their finances, budget effectively, invest wisely, and plan for their financial future. Here are some common types of financial tools:

Financial Calculators

Sure, I can help you with calculations! Please let me know what you would like to calculate.

Risk Profile

A risk profile is an assessment of an individual's or an organization's.

Financial Health

Financial health refers to the overall state of an individual's or organization's financial well-being.

Download Forms

As an AI language model, I don't have the capability to download files directly.

Investor Corner

Welcome to the Investor Corner! This is a space where investors can find valuable information, tips, and resources to make informed decisions and navigate the world of investments more effectively. Here are some key topics and areas that are commonly covered in an Investor Corner:

Invested Amount

Estimated Return

Total Amount

Mobile App

Welcome to our revolutionary mobile app - your one-stop solution for all your financial goals and mutual fund investments!

Download the app effortlessly and prepare for a seamless onboarding experience.

AVAILABLE ON

  • Step 1: App Download Made Simple
  • Step 2: Streamlined KYC Verification
  • Step 3: Effortless Online Video KYC Completion
  • Step 4: Instant Onboarding Process Commences
  • Step 5: Swift Login Credentials Delivered to Your Email
  • Step 6: Seamlessly Begin Transactions and Enjoy a Smooth Experience

Blogs

Welcome to our blog - your go-to destination for insightful articles, engaging stories, and valuable information on a wide range of topics.

GROWTH V/S VALUE INVESTING: WHICH ONE TO CHOOSE?

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TOP 3 BENEFITS OF SIP IN MUTUAL FUNDS

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5 TIPS FOR FINANCIAL PLANNING FOR WOMEN

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More Blogs

Testimonials

Welcome to our testimonials page - a collection of heartwarming stories and genuine feedback from our valued customers and clients.

Shrikant helped me open SIP and walk me through the process and answered every query as an when needed.. really appreciate all the help.

Nitin Vishwakarma

Excellent service for Finance management,Shrikant has been doing this for my entire family and having said that he is exceptional in it.

Vaibhav Shrivastav

Shrikant sir has great knowledge of investment instruments...give good time to their clients n provide best returns to their clients. Thank u sir to became my investment adviser...

Madhusudan Mishra

Best & trusted place for best advice in financial investment.

shishir

Very helpful for services and knowledge for sip and lic

Harpreet Singh

Great consultant for in investing

vivek nema

Very much supportive and helps in financial planning for decent gains.

Pawan Dixit

Excellent planning of my capital from long time and excellent execution of plans with future

chetan Dhande

Excellent service for Finance management

Pritosh Anla

Best service in mutual fund, investment and insurance. Good experience to work with them.

Arpit Choubey

Contact

welcome to our "Contact Us" section - your gateway to connect with us directly. We value your feedback, inquiries, and suggestions, and we are here to assist you in any way we can.

Location:

Opposite Kunal Motors Narsingpur road Chhindwara

Call:

+91-9657038310

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