Office Address : Pune | India
(+91) 818109 3030
INVESTMENT
MUTUAL FUNDS
A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.
STOCKS & SECURITIES
Stock markets are often referred as equity markets or share markets and buying or selling of stocks is called stock trading.
PORTFOLIO MANAGEMENT SERVICES
With tens of different avenues & 100's of products to invest, it is very difficult for an individual investor to research & choose the right avenue & product.
FIXED INCOME INVESTMENTS
A fixed-income investment is the one that provides a return in the form of fixed periodic interest payments and the eventual return of principal at maturity.
HNI INVESTMENTS
High net worth individuals are generally those that have a diverse portfolio of assets and would benefit from professional management to secure and grow future wealth.
INSURANCE
LIFE INSURANCE
Life Insurance is a contract between an insurance policyholder & an insurance company, where the insurer promises to pay a sum of money in exchange for a premium after a set period.
HEALTH INSURANCE
Health insurance is a type of insurance coverage that pays for medical, surgical, and sometimes dental expenses incurred by the insured.
MOTOR INSURANCE
A motor insurance policy offers coverage to the insured vehicle against financial losses due to an accident , theft of the vehicle or one resulting from other damages.
OTHER INSURANCE
A provision found in both property and liability insurance policies establishing how loss is to be apportioned among insurers when more than one policy covers the same loss.
LOAN
HOME LOAN
Home loan is a type of secured loan, wherein the property being purchased is pledged to the bank or lending institution till the borrowed amount is repaid along with the interest.
BUSINESS LOAN
A business loan is debt that the company is obligated to repay according to the loan’s terms and conditions.
LOAN AGAINST SECURITIES
Loan Against Shares/Bonds/Mutual Funds is basically a loan wherein you pledge the securities you have invested in as collateral against the loan amount.
OTHER LOANS
Many more types of loans can be availed, secured and unsecured loans, some of the common ones are: Personal Loan, Motor Loan & Education Loan.
Quotes From
Financial Guru's
Price is what you pay. Value is what you get.
WARREN BUFFET
The stock market is filled with individuals who know the price of everything, but the value of nothing.
PHILIP FISHER
Money is not the only answer, but it makes a difference.
BARACK OBAMA
Success is having to worry about every damn thing in the world, except money.
JOHNNY CASH
Formal education will make you a living; self-education will make you a fortune.
JIM ROHN
The philosophy of the rich and the poor is this: the rich invest their money and spend what is left. The poor spend their money and invest what is left.
ROBERT KIYOSAKI
When you invest, you are buying a day that you don’t have to work.
AYA LARAYA
I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for ten years.
WARREN BUFFET
To get rich, you have to be making money while you’re asleep.
DEVID BAILEY
10 GOLDEN RULES OF INVESTING
To reach the finishing line, you must first know where the race begins. As any financial planner will tell you, figuring out your net worth is the first step towards formulating a successful financial plan.
10 RULES TO FOLLOW BEFORE BUYING THE HEALTH INSURANCE
Choosing the right health insurance plan for you and your family is a serious decision as health is the only true wealth and it provides you peace of mind and sense of security not only for yourself but for your family too.
10 REASONS TO INVEST YOUR MONEY
In order to build your wealth, you will want to invest your money. Investing allows you to put your money in vehicles that have the potential to earn strong rates of return.
10 GOLDEN RULES TO FOLLOW WHEN TAKING A LOAN
In an ideal world, everybody would have enough money for all his needs. In reality, many of us have little option but to borrow to meet our goals, both real and imagined.