Established in 2004, our firm boasts a robust clientele of over 500+ families and 1500+ satisfied individuals. Our primary objective? To guide our clients towards the fulfillment of their financial aspirations through strategic and intelligent investment planning. Accredited as certified Wealth Managers, Mutual Fund, and Insurance consultants by esteemed institutions such as the NSE National Stock Exchange and AMFI (Association of Mutual Fund of India), we bring a wealth of expertise to the table. Our journey commenced with a focus on LIC Agency, where we proudly attained MDRT, a prestigious international accolade in the insurance domain.
In 2012, spurred by extensive client interactions, we expanded our services to include Mutual Fund and Insurance, under the stewardship of Shivaji Dattu Waman. Currently managing assets worth 80 crores, we're committed to ensuring the financial security of our clients. To this end, we've devised 100 Sampoorna Suraksha and GAP (Goal Achievement Program) initiatives, tailored to address diverse financial objectives such as child education and retirement planning.
Why US
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer gratification:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 20 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life.
Our Skills
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.
Client Services
OUR TEAM
