• Mission- To educate, support, nurture people for Wealth Creation to achieve financial fulfillment in life.

Services

Services

Our Services


SHARES


SHARES


  • Demat Account Opening
  • Shares Trading
  • Commodity Trading
  • Currency Trading
  • Future and Options
  • Hedging




MUTUAL FUNDS


  • SIP (Systematic Investment Plan)
  • SWP (Systematic Withdrawal Plan)
  • Monthly Income Plan
  • ELSS Tax Planning
  • Government Bonds
  • Capital Gain Bonds
  • Debt Funds
  • NPS(National Pension Scheme)
  • Gold Bonds

MUTUAL FUNDS

PORTFOLIO MANAGEMENT SERVICES


PORTFOLIO MANAGEMENT SERVICES


  • Motilal Oswal Financial Services PMS
  • NJ Wealth PMS
  • Wealth Creation PMS




ALL TYPES INSURANCE


  • Life Insurance
  • Term Insurance
  • Health Insurance (Mediclaim)
  • Accidental Insurance
  • General Insurance
  • Property Insurance
  • Group Insurance

 

 


ALL TYPES INSURANCE

FINANCIAL ADVISORY SERVICES


FINANCIAL ADVISORY SERVICES


  • Personal Financial Planning
  • Family Financial Planning
  • Childs Higher Education
  • Childs Marriage
  • Risk Cover Calculatios
  • Retirement Planning




RETIREMENT PLANNING


  • Second Home (E-Flat)
  • Monthly Income Planning
  • Risk Management
  • Capital Appriciation

RETIREMENT PLANNING
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