We will help clients to achieve their financial goals with effective and smart investment planning. We are a certified Mutual Fund Distributor recognized by the AMFI (Association of Mutual Funds of India). We use our complete knowledge of income 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 and tension free life.
Why Us?
We have many places, institutions, and online or offline platforms to make investments including banks and post offices. This has been experienced by one and all that whenever the question of investment comes, one gets confused. Investment should be done in such a way that it meets the criterion of safety, high return, and liquidity. This can not be done without the proper knowledge and guidance. Investment done without this is like taking medicine without consulting a doctor. We provide solutions to such problems of investing decisions. We Plan, Execute and Monitor
PLANNING:
All our offerings are designed keeping you in mind, your long-term and short-term interests serve as the 'primary' influencing factor in our recommendations process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach. We allot funds only after proper financial forecasting with the help of financial tools and research after proper interaction with the investors.
EXECUTION:
Investments are done by opening an e-wealth account online through the NJ software platform.
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 for you in managing your wealth. You would enjoy being always updated on your investments, anytime, anywhere whether in India or outside.
MONITORING:
Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to achieve your goals. Serving clients is our passion and the reason why are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support. We have technology-supported tools to evaluate and review your portfolio whenever the need arises to do so. Rebalancing of funds is done after six/ annually. All reports are generated digitally.
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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Prof. Hem Singh Parmar |
| Prof. Parmar is the Head of Planning and Monitoring. He has over 35 years of rich experience in the commerce and financial services area. Prof. Parmar is known for his deep understanding of financial management, income tax, and personal finance. | |
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Ms. Kumari Rashmi Singh – Manager operation |
| Ms. Rashmi Singh is M. Com and M.B.A and has six years of experience in financial and other areas like HR, Accounting. She heads the office. Back-office support is given to her by Mr. Manoj Kumar who is also having good knowledge of computers, finance, and software. He is M.com. | |
OUR TIMELINE
We Now Have 1,000 Clients
MF AuA Crosses 10 Crores
Start of Office
2003
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