Incorporated in the 2011, with 300+ satisfied customers, we are driven by our strong passion and compassion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
GUIDING VALUES
- Transparency: Transparency on everything concerning customers
- Objectivity: Objectivity in all decision making
- Education: Proper education and information to customers
- Partnership: Working together with customers as a team
- Customer-first: Guiding light while handling customers
- Continuous Improvement: In our service standards and customer experience
- Relationship: Developing a happy, life-long relationship with customers
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Ramdas Bhat has a rich, diversified experience of more than 35+ years, both in the corporate world and conventional business, being associated with blue chip companies, viz. Bajaj Electricals, Modi Xerox.
Currently, an Entrepreneur, and AMFI Certified Mutual Funds Specialist, since 2011. Being excited, open-minded, and passionate about life and lifestyle, Ramdas invests in attending seminars, reading books, which in turn has empowered his mindset and potential.
Relationship Executive Team. They efficiently handle clients’ queries and are the backbone of our office operations
