Our Major Services are :

  • Money Management

    Money management is all about managing money and that includes advice and guidance on investment, budgeting, banking and taxes. It makes you aware of how and where you spend your money today and helps you wisely plan how you want your money to benefit you in future. This program covers all the core areas of investments, budgets and savings.
  • Investment [short, medium and long term]

    Fundamentally, there are three kinds of deposits, short term, mid-term and long term. Depending on your need to reclaim your funds, we assist you in investing your savings accordingly in the right kind of deposits to enable you to get the best returns on your money.
  • Insurance Planning

    Insurance plans make our future secure. The right insurance plan ensures adequate coverage against various risks. To understand the apt level of risk cover calls for specialization and a certain degree of expertise in the field of insurance. By guiding you with proper insurance planning, we help you get a wider coverage for the same amount of premium or the same level of coverage for a reduced premium.
  • Asset Allocation

    Assets perform differently in varying market and economic conditions. Asset allocation is an investment strategy that attempts to balance risk with reward by adjusting the percentage of each asset in an investment portfolio with the investor’s risk tolerance, goals and the period of investment.
  • Banking Services

    We provide assistance with a wide range of banking services like deposits and advances.
  • Tax Planning

    We advise you regarding the various tax options aiming at minimal tax liability for the present as well as future years.
  • Retirement Planning

    Financial independence during the post retirement years is every person’s desire. Irrespective of your present age or stage of career, we assist you in planning your savings prudently to enable you to lead an economically secure retired life.