We as Partner firm incorporated in the year 2011 and we have a large number of satisfied clients. The "Client-Centric approach" will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement 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
| Management: | |
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Mr. Kalyan Naigaonkar- Founder & CEO |
| Mr. Kalyan Naigaonkar has over 15years of rich experience in the financial services industry. He has completed his graduation in Bsc elect., & additional qualification such as DMM & DBA. He has got wide experience in offering mutual funds, equities and insurance products based on client requirements and needs. | |
