We offer comprehensive financial advisory services, having 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 a secured retirement life.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our Core Values are:
- Trust
- Transperancy
- Confidential
- Commitment
- Consistency
Why Choose 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 14 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 Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul 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.
Leaders
The Management Team
Mr. Ganesh S. Shetye is the Founder and Financial Coach of the company, bringing over 20 years of extensive experience in the financial services industry. With a Master’s degree in Commerce. Mr. Shetye is recognized for his deep understanding of distribution practices and the challenges they present. His expertise particularly shines in post-retirement planning, where he offers valuable insights and guidance to clients as they navigate their financial futures.
Mr. Hemant Rane is our esteemed channel partner and a recognized authority in the field of taxation. With over 20 years of experience, he specializes in individual tax planning, assisting clients in navigating the complexities of tax regulations to maximize their financial outcomes. His expertise and commitment to client success make him a valuable asset to our team.
Mr. Anand Sawant is a graduate in Commerce and Economics from the University of Mumbai and serves as a dedicated Tax and Property Consultant. He specializes in navigating the complexities of tax regulations and property management. With a deep understanding of the latest tax laws and real estate trends, Mr. Sawant helps clients optimize their financial strategies, ensuring compliance while maximizing returns on their property investments.
Our Staff
