About Us

Growth

We believe in customer growth

Community-minded

We are community-minded

Long-term

We think for long-term

Independent

We are Independent

Customer is king

Beat Customer Expectations

Service

Great Customer Service

About us

We are among the top 10 individual distributors of the mutual fund, providing goal-based investment solutions to grow your fund and save taxes for the last 27 Years.

We are among the first individual mutual fund distributor providing login from our website & mobile app from where customer can view all their investment with current valuation.

We are privileged to be part of the Solitaire Club Member of ICICI mutual fund & Platinum Club Member of Aditya Birla Sun Life Mutual Fund.

We are privileged to complete Management Development Program on Digital Communication & Marketing Management from MDI Campus Gurugram.

We are privileged to complete financial planning and a goal-based investment program from AAFM.

We are a proud member of SKIFFA.

Vision

Our vision is to provide our customers a wide range of high-quality investment and protection solutions that target optimal schemes for a given objective or risk profile.

Services We Provide

  • Life Insurance
  • Mediclaim
  • Mutual Funds
  • IPO
  • Debenture
  • Sovereign Gold Bond
  • Capital Gain Bond
  • PMS
  • AIF
  • Tax Advisor