Welcome

About us

Mohit Jagga,AMFI Registered Mutual Fund Distributor and IRDA certified Insurance Advisor, Mba(Finance) , Ma in English and good grip in Financial Industry.

We are primarly imparting Financial Planning Services to Retail,Corporates as well as to Hni Clients. We have been in this Industry since 2012 and Managing Clients in Pan India as well as to Nri Clients also .We have a great grip on Indian Economy ,that is why We have Competetive Advantage.Our prime motto is to Manage clients" behaviour as it is more important than Managing Money.I am running my You tube channel, Writings Blogs to Educate the Investors.Regarding Products, We have number of Products in Financial Industry, but we focus primarly on Mutual funds as it is the only Product which has created Wealth in the Past and We have history of performance more than 20 years of the same.

To be the most respected and referred financial services brand.

Adhering to these values allows us to serve our clients to the best of our abilities.

Client focused
Our company was built on serving and satisfying clients, and meeting our clients' needs is always our No. 1 priority. We make a positive difference in our clients' lives.

Integrity always
We uphold the highest standards of integrity and stand behind what we say and do. We know that trust must be earned continually, and are committed to transparency in our financial disclosures.

Excellence in all we do
When we execute with excellence, success naturally follows. We provide world-class service and innovative product solutions and are personally accountable for delivering results and maintaining the highest quality.

Respect for individuals and for the communities in which we live and work
We respect each other, value diversity and work as a team to meet our goals. We value our people, encourage their development and reward their performance. We are good citizens in our communities.

We partner with clients in long-term, trusted financial Advisory relationships. We strive to provide financial peace of mind by delivering tailored objective advise designed to give clients the confidence to pursue their own passion, dreams and talents.

What We Provide

Our Services

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.

WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Product

Our Product

HTML5 Bootstrap Template by temp.com

MUTUAL FUND

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.

HTML5 Bootstrap Template by temp.com

LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

HTML5 Bootstrap Template by temp.com

HEALTH INSURANCE

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

HTML5 Bootstrap Template by temp.com

REAL ESTATE

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

Top News

Market News

Indices

NFO

Stock

Market Chart

Get in Touch!