MONEY

Take control of your

Honest advice.

with smart

AMFI-Registered Mutual Fund Distributor

MONEY

Projects
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Happy Clients​
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Experience
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Ujjwal Chandak

We plan for your today and tomorrow.

Our Commitment

We guide you through every step of your financial journey — starting from savings and investments, to protecting your family and planning for the future.

What we do

All your financial needs,
under one roof.

Mutual Funds

Invest regularly with SIPs or manage your flow using STP/SWP we make mutual fund investing clear and goal-oriented.

Health Insurance

We help you choose the right health plans that protect you and your family without burning a hole in your pocket.

Life Insurance

Secure your loved ones with policies that provide real value — not just paperwork. We keep it simple and honest.

54EC Capital Gain Bonds

Sold a property? Invest in 54EC Bonds and reduce your capital gains tax legally. We make the process smooth and hassle-free.

Real Estate Advisory

Whether you're buying, selling, or investing, we guide you through real estate decisions that are smart, safe, and rewarding.

Portfolio Management

We create and manage investment strategies that match your goals, monitor performance, and help you grow wealth with confidence.

FAQ

Frequently Asked Questions

Not at all. You can start investing with as little as ₹500/month through SIPs. The key is consistency.

We focus on simple, clear advice without pushing any product. Our goal is to build long-term trust, not short-term sales.

Yes. The first consultation is 100% free — no hidden charges, no commitments. Just genuine guidance.

Absolutely. We offer end-to-end financial services — including mutual funds, insurance, real estate, tax saving, and more.

We conduct regular reviews and provide timely updates so that your investments stay aligned with your goals.

Testiomonials

Trusted by Investors

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar. The Big Oxmox advised her

Tyler Morgan Founder & CEO of XpeedStudio

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar. The Big Oxmox advised her

Joshua Lane Founder & CEO of XpeedStudio

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar. The Big Oxmox advised her

Austin Hayes Founder & CEO of XpeedStudio

Even the all-powerful Pointing has no control about the blind texts it is an almost unorthographic life One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar. The Big Oxmox advised her

Eric Vaughn Founder & CEO of XpeedStudio

Ready to take control of your finances?

Let’s build a plan that works for you.

Ujjwal Chandak