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Dalal Street, Fort, Mumbai - 1

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Make your money work as hard as you

Priya, 20

Monthly SIP: Rs 10,000

Total Investment: Rs 48 Lacs

At 60: Rs 11.8 Crs

Rahul, 30

Monthly SIP: Rs 20,000

Total Investment: Rs 72 Lacs

At 60: Rs 7.0 Crs

Kavita, 40

Monthly SIP: Rs 40,000

Total Investment: Rs 96 Lacs

At 60: Rs 4.0 Crs

POWER OF COMPOUNDING

WHAT WE DO ?

Corporates

Individuals

WHY US ?

Holistic
360° VIEW
yOUR PLAN,
UNIQUE TO YOU
unbiased advice, complete TRANSPARENCY
ACTIVE MONITORING, REBALANCING
GOAL BASED APPROACH
One Point Contact
INDIVIDUALS

Path to Achieving Financial Goals

Review & Assessment of Existing Portfolio

Consulting & Coaching

Financial Independence Workshops

cORPORATES

Yield on Short Term Funds

Workshops on Finance

HOW IT WORKS ?

Monitor Progress

Continuously monitor your investments and rebalance for any changes in goals

YOU

Figure Your Goals

Get to know you, understand your aspirations and concerns and help you define your goals

Execute the Plan

Implement the recommendations after taking you through it and making any changes if required

Develop a Plan

Build a financial strategy to achieve your goals and optimize taxation taking into consideration existing investments as well.

Gather Your Data

Collect all the necessary information, documentation and details of your existing investments