About us

Since 2015 onwards has only one moto to support common middle-class people to have high class and right advisory at no fees. We have good experience in all financial advisory, PMS, Stock markets, Insurance planning, direct equity, Mutual funds and Also we deal with Fixed deposits, bonds, Goal-Based Financial Planning and Training are our best strengths.

 

Products: – Mutual Funds, Fixed Deposits, Bonds, Insurance, PMS, Direct Equity,

Services: –  Goal-Based Financial Planning, Wealth Management, Tax Planning.

 

Under the leadership of Mr. Laxmikant Mangle, MBA (Finance), Advanced Financial Goal Planner from American Academy Of Financial Management (AAMF India), who is highly talented and have a great passion to help people to learn money basics and wealth creation for them. He has successfully certified by all legal and govt bodies of India, like SEBI IRDA NSE. More than 15 years with India’s leading financial institutions, with a team who goal to forward the aim of financial awareness in the nation he doing the very best effort.

 

The Goal with Role:

We have one moto every one of this nation must know the basics of investment and money management have happy and secure financial life which will help the growth of our nation.

  • Developing the customized investment strategy.
  • Preparing a suitable comprehensive financial portfolio.
  • Periodical assessment of personal financial situation & review of the finalized investment plan.
  • Keeping track of your investments.

We are a financial coach that put your interests first when making recommendations.

We want to achieve your goals and help you take advantage of opportunities you may be missing.

 

We reach out to you.

You get quarterly updates of your portfolio. We want to be available when you need it most.

 

We offer access to a unique Client Portal and online investment platform. 

Giving you access to the info you want, when you want it.

 

We are experienced.

Many of our advisors have decades of experience. During these years, we have collected a wealth of specialized education to help provide advice on the most complex situations.

 

We are transparent.

We offer clear answers and honest feedback. We want you to be good by working with us, and we take this responsibility seriously.