Our services
We provide a wide range of instruments customised to your risk profile.
Our portfolio includes fixed income solutions, equity & hybrid mutual funds, protection instruments (insurance) and a free financial health check on your existing portfolio. This encompasses your short term and long term goals. Do refer this page below for more details.
What we do
Zero fee instruments
We do not charge any fee from our clients. There are no hidden charges. We earn a small fee from the respective AMCs.
Free personal finance talks
We create awareness of personal finance and related instruments. We help you understand what your existing investments are about.
Fixed income instruments
We provide you with various safe reliable options such as debt mutual funds, company deposits, corporate bonds, RBI/Govt bonds, etc.
Equity & tax saving funds
We offer you options into various equity and hybrid mutual funds to help you save on tax as well as create wealth in long horizons.
Pension based instruments
We offer/guide in retirement based solutions such as NPS, NSC, Senior Citizen Savings Scheme, Private & Govt Pension schemes, etc.
Protection instruments
We offer the basic term life cover insurance and various pivotal general insurance instruments.
Take your first step towards financial freedom.
Call us for a free financial health check-up and simplify personal finance.
