Wealth Management advisory for your Investment Need.

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  • Regular Saving Plan
  • Family Protection Plan
  • Lumpsum Investment
  • SIP Method

minimize your documents

Dedicated account will be used to store and updated document such that validation and processing is fast and efficient.

Keep a tab on your payments

Plartform to maintain all financial transaction made with us

Documents on the Go

Uniform cloud storage for all the services availed with relevant investment documents

Reminders & Calendar

Automated reminder triggered for any kind of premiums, SIP, etc.

Choose the perfect plan

Wealth Management is choosing the right investment plan and create a balanced portfolio for client. It’s a safe way to retire without worrying about money. Just focus on what you want to spend your time on.

SIP

Per month

  • Above 10000 Rupees
  • Private Dashboard
  • Quarterly & Yearly Reports
  • Active Support
Get Started

Lumpsum

One Time

  • Above 10 Lakh
  • Private Dashboard
  • Quaterly & Yearly Report
  • Lifetime Support
Get Started

Family Protection

Per month / Year

  • 2+2 Investment Schemes
  • No minimum Amount
  • Unlimited Consultancy
  • Lifetime Support
Get Started