Our Services

Comprehensive Financial Planning

A holistic exercise to take into account your income, expenses, assets, and liabilities.

Risk Profiling

An exercise to assess your risk appetite and risk tolerance.

Insurance Planning

A scientific exercise to work out your exact insurance need, including life, Health and General Insurance.

Tax Planning

Optimising the tax outflow by using available tax saving mechanism

Wealth Planning

Choosing the right instruments for investment, asset allocation, monitoring and regular review.

Estate Planning

Execution of Will or Trust for smooth transfer of your assets to the next generation

Why We

Qualification & Experience

Our clients trust us for being an expert in the field of personal finance. We keep updating ourselves with the required knowledge and skills to provide the right advise to our clients.


We strictly follow a code of conduct prescribed by FPSB on financial matters in all honesty and fairness. There is thus no conflict of interest and the product recommended is strictly after the proper assessment of the client's risk profile, needs and goals.


Our clients trust us for being transparent in all our dealings. We voluntarily disclose all material facts in a fair and transparent manner .

Mentoring & Family Coach

We believe in a long-term relationship with clients. We like to involve all members of the family in the financial planning process and work as family friends, mentors and coaches.


This includes selecting the right and appropriate Life, Health and General Insurance Policies for clients.

National Pension Scheme

Having NPS as a part of your portfolio for regular income post-retirement and tax saving.

Mutual Funds

Selecting the right MF schemes for asset allocation.


Allocating resources to rated Corporate Bonds to give stability to your portfolio as per your risk profile.

Fixed Deposit

Parking your emergency funds in the FD offering good returns and safety.

Sovereign Gold Bonds

To provide stability 5 to 10% of your portfolio may have Gold in the form of SGB.

Our Performance

No. of Customers
Number of Families
Asset Under Management
  • I have more than four decades of experience in the Financial Services Sector. I offer technology-based services to our clients to effectively monitor their portfolios and help them achieve their financial goals.
  • We are a one-stop solution for all insurance and investment needs.
  • We focus on being the most reliable prompt and efficient provider of financial services.
  • We endeavour to be a one-stop supermarket and to be of immense help to our investors and provide help regarding Financial Planning, Tax Planning, Insurance planning and Wealth management.

Vision & Mission Statement


To be the most preferred financial consultant for our clients by enabling them to achieve their financial goals.


To make a positive difference in the clients’ lives and empower them to have financial peace of mind.

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Contact Us


2-A, Bakhtawar Ram Nagar, Near Ajit Club,

Indore (MP), India

PIN- 452018

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E-mail ID


Contact Number

  • +91 0731-4289613
  • M- +91 9769627251
  • M- +91 9425067044

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