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About Us

Meet our company unless miss the opportunity

We're a mutual fund advisory firm with a 25-year track record. Our team provides personalized advice based on your needs and risk tolerance, focusing on quality investments and clear profits.

Business Consuluting

Our business consulting services help your company succeed by focusing on people, process, and technology.

Year Of Expertise

We are working in MF industry since last 25 Years.

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+91 9104191040

Check out our services

MUTUAL FUND

Mutual Funds are much cheaper compared to direct exposure to capital market since one does not need demat account.

INSURANCE

In Term Insurance policy,the lump sum amount / sum assured is paid to the nominee / legal heir of the insured.

FIXED DEPOSIT

A fixed deposit is a financial instrument provided by banks which provides investors a higher rate of interest than a regular savings account.

Some of our Useful Tools

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Child Education Planning

Child education planning is a financial strategy designed to ensure that your child has the funds necessary to pursue their higher education.

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Child Merraige Planning

Marriage planning is a comprehensive process that involves organizing and coordinating various aspects of a wedding ceremony and reception.

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Retirement Planning

Retirement planning is a financial strategy designed to ensure a comfortable and financially secure lifestyle after you stop working.

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Systemetic Investment Plan

A Systematic Investment Plan (SIP) is a disciplined investment approach where a fixed amount of money is invested in a mutual fund or other investment vehicle at regular intervals.

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Systematic Transfer Plan

A Systematic Transfer Plan (STP) is an investment strategy that involves periodically transferring funds from one investment instrument.

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Systematic Withdrawal Plan

A Systematic Withdrawal Plan (SWP) is an investment strategy that involves periodically withdrawing a fixed amount of money from your investment portfolio.

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Our Team

Meet Our Advisers

A step forward, a path unveiled With newfound clarity, our spirits are hailed. A meeting well-spent, a valuable find, Our advisor's guidance, peace of mind.

Uday Desai

CEO AND CO-FOUNDER

Davendra Patel

ADVISER

Kiran Tandel

ADVISER

Jayneel Bhatt

ADVISER